Nov 25, 2021 · 1 hr · 13 segments
Johan Lind started Vertiseit with the vision of shaping the future of retail. Their job is to support and challenge their clients in their in-store transformation. And bridging the digital experience…
Christopher VonheimHostI mean, it's a good segue because a lot of people who are tuning in are investors in different scale.
And one of the questions was from a very good investor in Sweden who asked the question, why should he own the stock? Or let's make it easy.
Why should he be owning this company for the next three to five to 10 years? And I guess one way to answer that is also just telling it specifically telling us about the market opportunity and where you're going to position yourself?
I think of course, like, uh, I think we definitely will benefit from the big mega trends in retail.
Um, and, uh, because the new consumer behavior, um, you really need to be able to meet your customer, both, both online and in person, and it needs to work together.
If you look at our company in particular, we have like 10 straight years of ARR growth every quarter, it's 39 quarters in a row.
You could look at the quarter report, the first page and see, are you still growing according to plan? So the downside is really, really low because you could always measure the SaaS revenue at any specific point.
We don't need to have the highest profitability when we grow, but we want to grow with profitability.
Our goal now is to reach 200 million in ARR and be the winner in this niche, digital in-store.
And I think it's of like huge strategic value to be like the infrastructure for the physical retail.
If you had to highlight a risk factor or a black swan event, what would you say then?
You could look at, it could be from a competitor side of the business, for example.
A lot of competitors that we have, if I ask them what they see as their risk, they look at what will happen when Amazon or when Google or when Adobe enter this space.
I mean, it's a good segue because a lot of people who are tuning in are investors in different scale.
And one of the questions was from a very good investor in Sweden who asked the question, why should he own the stock? Or let's make it easy.
Why should he be owning this company for the next three to five to 10 years? And I guess one way to answer that is also just telling it specifically telling us about the market opportunity and where you're going to position yourself?
I think of course, like, uh, I think we definitely will benefit from the big mega trends in retail.
Um, and, uh, because the new consumer behavior, um, you really need to be able to meet your customer, both, both online and in person, and it needs to work together.
If you look at our company in particular, we have like 10 straight years of ARR growth every quarter, it's 39 quarters in a row.
You could look at the quarter report, the first page and see, are you still growing according to plan? So the downside is really, really low because you could always measure the SaaS revenue at any specific point.
We don't need to have the highest profitability when we grow, but we want to grow with profitability.
Our goal now is to reach 200 million in ARR and be the winner in this niche, digital in-store.
And I think it's of like huge strategic value to be like the infrastructure for the physical retail.
If you had to highlight a risk factor or a black swan event, what would you say then?
You could look at, it could be from a competitor side of the business, for example.
A lot of competitors that we have, if I ask them what they see as their risk, they look at what will happen when Amazon or when Google or when Adobe enter this space.
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