Hi Mavix, great piece, do you know what the software mix would have to become (@ 30% today according to your piece) to reach the 10-12% margin? Is there any upside potential to the 10-12% margin suggested by the management (seems relatively low for a mission critical SaaS that theoretically shouldn't be price sensitive)?
Is there also upside to the 7% long term revenue CAGR? I'm looking at it from the angle of drone applications (delivery, surveilance, military, defense, etc.), eVTOL (I like $BLDE), and emerging countries like India's infrastructure rollout.
very interesting biz! thanks for writing about it
Thanks - interesting write up!
Interesting stock, thanks
Hi Mavix, great piece, do you know what the software mix would have to become (@ 30% today according to your piece) to reach the 10-12% margin? Is there any upside potential to the 10-12% margin suggested by the management (seems relatively low for a mission critical SaaS that theoretically shouldn't be price sensitive)?
Is there also upside to the 7% long term revenue CAGR? I'm looking at it from the angle of drone applications (delivery, surveilance, military, defense, etc.), eVTOL (I like $BLDE), and emerging countries like India's infrastructure rollout.