COMMENTS POLICY: People are expected to behave in a manner that enriches the conversation. Criticisms are strongly encouraged as long as they are presented in a civil manner. Any rude obnoxious attack-the-messenger rubbish will be given one warning. After that, comments will be removed and the individual who made them will be blocked.
Thanks for the video! Curious on their progress with the Google renewal contract this month. Looks like they got around 4-5 years of cash on hand and would like to see them increasing their margins and decreasing their operating expenses which are excessive. Other then that, the company looks solid!
You are quite welcome. Let's hope customers feel the platform is compelling and start using it more than they expect so that growth really picks up. They're already setting some pretty aggressive targets for 2023. And you are right about the need to start reigning in expenses as the days of easy capital might be over.
We sent an alert to Premium subscribers last earnings call (the last time we took a look at what they've been up to). Guidance was lowered but still nothing to shake a stick at.
COMMENTS POLICY: People are expected to behave in a manner that enriches the conversation. Criticisms are strongly encouraged as long as they are presented in a civil manner. Any rude obnoxious attack-the-messenger rubbish will be given one warning. After that, comments will be removed and the individual who made them will be blocked.
What do you think of sghc and ionq
SGHC wouldn't be on our radar. As for IONQ: ua-cam.com/video/FdHVLlxnfNo/v-deo.html
@@Nanalyze thank you
Thanks for this run-through!
You are quite welcome. Thank you for taking the time to leave feedback.
Thanks for the video! Curious on their progress with the Google renewal contract this month. Looks like they got around 4-5 years of cash on hand and would like to see them increasing their margins and decreasing their operating expenses which are excessive. Other then that, the company looks solid!
You are quite welcome. Let's hope customers feel the platform is compelling and start using it more than they expect so that growth really picks up. They're already setting some pretty aggressive targets for 2023. And you are right about the need to start reigning in expenses as the days of easy capital might be over.
Thank you 👍👍👍
You are quite welcome.
How do you think Planet Labs is doing now?
We sent an alert to Premium subscribers last earnings call (the last time we took a look at what they've been up to). Guidance was lowered but still nothing to shake a stick at.