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Sam McColgan's avatar

A comment from the Breakout Investor Whatsapp room I thought worth including here:

Nice write up Sam. Two thoughts.

1. I think ebitda breakeven might be possible in 1Q but I wouldn’t expect more from them than hopefully 1H with the guidance. They’re going to be conservative w messaging given the past challenges. I think they’ll be close in 4Q but prob a couple hundred k short.

2. One catalyst for the guidance being pulled forward is the new module/product they launched. They’re upselling to all of their current customers w evaluator. Response has been great. The best traction for a new product they’ve ever had. Quality scores are important for health systems so this product can really move the needle. For now, its a 20% ish uplift to current customers so figure 100k per upgrade. 3 have been announced. 3 could become many more quickly. Looking forward to an update on the CC. The new ACV from this module is making a quick difference and why they’re closer than people previously thought IMO.

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adamo's avatar

What is the downside of the thesis? If revenue stays flat or delayed profitability, how would the market react?

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