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AUTHOR
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16
member
6/16/21 1:20PM
Lightning port
Sorry one more question: how big of a deal is the potential removal of the lightning port from iPhone and the eventual removal of all related ports across iPhone/Android?
Historical growth here appears to have been lumpy and south of the 20% target. What gives you confidence that the projections are not "SPAC" projections but accurate ones?
Thanks!
I had a question on the NRR and whether the 140%+ is benefitting from mix shift as the business transitions from perpetual license to term license. From the investor call, it seems like ARR is... login to read the rest
Thanks for the write-up, we also think this company looks very interesting. KPIs are off the charts, 140% net retention, 98% gross retention, 99% win rate on bids.
The question we have been struggling with is... login to read the rest
Generally wrt spac closings the biggest hurdle is some minimum cash condition (or similar) that must be satisfied. In TWCT's case:
The Total Cash Raise shall be no less than the Minimum Cash Amount.
With Minimum Cash... login to read the rest
thanks for the writeup. given the stock is trading below $10, what do you think needs to happen to get this deal approved and not redeemed? it seems like the co needs the SPAC $$... login to read the rest
Thanks for sharing the idea. I think there are a number of interesting opportunities in SPAC-land that we'll look back on in 3-5 years as very compelling and interesting investment opportunities. Haven't done a tone of work on Cellebrite... login to read the rest
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