Im not sure PX1 would have much to report.
Have a few observations from the report that the team here may have some insight on.
a) Comparisons in this report are on Q1 a year ago which we know was at the peak of USA COVID so not likely a great comparison period. Im not getting too excited yet. (Although contracts won by 1/4 is really impressive)
b) Both # of platform transaction and #of subscription customers gre a lot faster than the respective fields revenue. Is this a product mix, pricing, size of customer or timing issue?
c) I find it a little strange that you would enter into a 3 year MSA and not have a quantifiable estimate of revenue that could be reported. Not many MSA I am aware of are signed without some expectation of volume of work.
Aside from that Im impressed with the regularity of updates. Lots of potential here.