Opinions to questions: I understand the Marketo
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Posted On: 04/22/2018 6:12:13 PM
Opinions to questions:
I understand the Marketo deal is for 80% cut or $16K to Fusz. Still a big commitment. But Marketo only has 4000 customers. Oracle has a ton of customers. Companies use the Oracle cloud to do their business. Doesn't mean that they are going to go out and buy a very sophisticated interactive video editing tool, which is what Fusz has developed.
It is, over the next few months, show me the money time. Show me how many have signed up and revenues.
There are many companies with billion dollar market caps with no revenues. And no revenues for the next few years. However, they are not interactive video editing companies. They are biotech companies with very promising pipelines. I could name about 50 of them if you want. They also carry tens of millions to hundreds of millions of cash on their balance sheets. Quite a difference.
Redspeed, I know you are well intentioned. Just show me the numbers. I am waiting. If I recall, and you can correct me on this, I believe Rory was supposed to announce that they had signed up about 20K customers awhile back. Maybe a few weeks ago or so. Where's that announcement. Never happened unless I am missing something. Again, correct me if I am wrong on this.
I am long. I am hoping Rory hits it out of the park this week and next. I am also waiting for more really big important deals. IMHO, it won't happen this week or next. Rory won't announce anything new in deference to Oracle and Marketo and their conferences the next 2 weeks.
I understand the Marketo deal is for 80% cut or $16K to Fusz. Still a big commitment. But Marketo only has 4000 customers. Oracle has a ton of customers. Companies use the Oracle cloud to do their business. Doesn't mean that they are going to go out and buy a very sophisticated interactive video editing tool, which is what Fusz has developed.
It is, over the next few months, show me the money time. Show me how many have signed up and revenues.
There are many companies with billion dollar market caps with no revenues. And no revenues for the next few years. However, they are not interactive video editing companies. They are biotech companies with very promising pipelines. I could name about 50 of them if you want. They also carry tens of millions to hundreds of millions of cash on their balance sheets. Quite a difference.
Redspeed, I know you are well intentioned. Just show me the numbers. I am waiting. If I recall, and you can correct me on this, I believe Rory was supposed to announce that they had signed up about 20K customers awhile back. Maybe a few weeks ago or so. Where's that announcement. Never happened unless I am missing something. Again, correct me if I am wrong on this.
I am long. I am hoping Rory hits it out of the park this week and next. I am also waiting for more really big important deals. IMHO, it won't happen this week or next. Rory won't announce anything new in deference to Oracle and Marketo and their conferences the next 2 weeks.
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