RE: Expecting turn around in SP here…21 Aug 2025 07:39
Tomshare - Appreciate the optimism here, and there’s no doubt that the adoption of GTM AI is a step in the right direction for improving enterprise onboarding. However, while the volume of product demonstrations is encouraging, we should be careful not to conflate demos with revenue until we see confirmed commercial conversions.
The Nasdaq announcement and early traction with Lucy are promising, but the market has been waiting for tangible figures for some time now. Without clear visibility on signed contracts, recurring revenue, or client retention, it's difficult to assess the true financial impact of these developments.
Enterprise sales cycles are notoriously long and complex, and while Q2 2025 has been flagged as a potential inflection point, expectations should be tempered until actual numbers are disclosed. The tech may be sound, but execution and transparency will ultimately determine investor confidence.
Hopeful for progress, but keeping a close eye on delivery over narrative which should have been delivered some time ago IMHO - they have dug a big hole for themselves now and need to get their heads over the parapet to satisfy the disgruntled investors.
GL to all holders.