19 Matching Annotations
- Aug 2021
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sec.report sec.report
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Contract terms for our SaaS products generally range from 12 to 36 months
Annual and upto-3 year multi-contracts.
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(93.8 )
EBITDA margin + Revenue growth = 13%
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(160.7 )
FCF margin + Revenue growth = 4%
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ARR is determined by taking the sum of (i) twelve times the subscription component of MRR and (ii) four times the trailing-three-month cumulative payments component of MRR.
Interesting way to incorporate both subscription and non-subscription revenues into "recurring revenues"
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62,349
Blended GM roughly doubled (from 9% to 17%) YoY
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531,751
Grew by 21% YoY
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62,443
Grew by over 62% YoY
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(220,147 )
EBITDA margin is -27%
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112,661
G&A expenses account for ~14% of Total Revenue
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108,574
R&D expenses account for 13% of Total Revenue
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139,325
S&M expenses account for 17% of Total Revenue
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140,413
Blended GM is 17%
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85,013
GM of the Hardware part is -33%
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508,816
GM of the FinTech part is ~21%
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39,730
GM of the SaaS part is ~60%
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63,968
Hardware revenue is 7.8%
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644,372
FinTech revenue is 78%
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101,374
Recurring SaaS revenue is only 12.3%
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The restaurant industry is the one of the largest employers in the United States, with an estimate of more than 11 million people4 employed across approximately 860,000 restaurant locations in 2021.5 According to the National Restaurant Association, the restaurant industry’s share of the dollars spent on food was over 50% in 2019. U.S. restaurants generated nearly $700 billion in sales in 2020,6 despite the significant impact of the COVID-19 pandemic, representing approximately 3% of U.S. gross domestic product, or GDP.
Good for TAM calculations.
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