Call Details:
Date & Time: Wednesday 9/26 @ 2:00PM ET
Dial-In and Webcast Information: To be provided prior to the call
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“The key word here is a SPIN – not a selling methodology but rather, how can we make this look good to the Street after we have taken and burned 500 million with little to show for it.” (Employee Review, posted to Glassdoor, 3/19/18)
The chart shows a strange annual reversal in the source of incremental revenue. In the beginning of the year, it appears that revenue from new customers dominates the mix, but by year end, revenue from existing customers dominates the full year mix. While we think we understand the boost to ‘existing’ based on year-end pricing and year-end transaction tallies that re-state backward contracts, why would implied revenue from new customers plummet in 4Q or even maybe partially reverse?
Join us Wednesday to review.
Please call or e-mail with any questions.
Ami Joseph
Managing Director
