Quote:
Answer: (Rory) If you look at the growth of the digital business over last quarter, it was actually 40% increase. That is when we combined the platform and began selling as a joint team. I do expect that rate to continue. By the way, that platform was not completed until sometime in January 2019, so when we start seeing full quarters of our combined team working, and the marketing plans that we have now initiated, yeah, I believe we have every reason to believe that, that growth is going to continue and accelerate.

Question: Is that growth of 40% year over year or sequentially?

Answer: (Rory) That is 40% growth over last quarter… sequentially.

"Accelerate."
Wow.
Platform not yet completed at very start of 1st quarter and I assume with any app there's likely a ramping up/learning curve with newly added features. And Q2's already half over so I assume Rory's gotten a good peek at Q2 to Q1 growth rate.

Of course, don't base investing decisions on anything I say.

I actually think pps may be stuck in the horse latitudes for a while, but maybe not. Doesn't matter because meanwhile team Verb quietly builds value for shareholders, imo.

Assuming Verb maintains 40% revenue growth each quarter:
Q1 $4m
Q2 $5.8m
Q3 $8.7m
Q4 $13.5m
= $28.4m 2019 revenue

mkt cap using various P/R multiples:
P/R 15 = $426m
P/R 20 = $568m
P/R 30 = $852m
P/R 45 = $1.28b
P/R 60 = $1.7b

And assuming they're able to increase Q-to-Q revenue growth rate by 5%:
Q1 $4m @ 40% growth rate
Q2 $5.8m @ 45% growth rate
Q3 $8.7m @ 50% growth rate
Q4 $13.5m @ 55% growth rate
= $32m 2019 revenue

mkt cap using various P/R multiples:
P/R 15 = $480m
P/R 20 = $640m
P/R 30 = $960m
P/R 45 = $1.439b
P/R 60 = $1.9b