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This might be reflected in upcoming metrics reported on Friday if the IPO goes through. It seems aligned with improving subscriber growth metrics, smoothing out
by infocollector 3mo ago
This might be reflected in upcoming metrics reported on Friday if the IPO goes through. It seems aligned with improving subscriber growth metrics, smoothing out upfront hardware costs into predictable monthly revenue, and generally increasing adoption by lowering the barrier to entry. Curious if anyone closely following the IPO story has more context on this.
- hn773746483 3mo agoDon't forget "sudden price hikes" and "aggressively overselling"...
- soared 3mo agoAgreed - this shifts large single time purchases into MRR which looks way better to investors.