CALL DETAILS:
When: Today, Tuesday March 20th, 2018 @ 10AM ET
Toll Free:
Toll:
UK: 0
Confirmation Number: 13677756
Live Webcast & Materials: CLICK HERE
TOPICS TO BE DISCUSSED ON THE CALL:
- Valuation: Why the discount?
- User Growth: Why so much cacophony and will they convert?
- Churn: Making sense of cohort revenue multiples and concurrent high churn
- Collaboration: Strategy vs. reality
- Capex: Is it understated?
- Margins: Does (A) capital efficient model + (B) competition = (C) Margins get competed away?
- Business Model: Does it understate the value of the company?