May. 13 at 1:39 PM
$IZEA See attached charts and quotes. These are the key here. Typically, revenue is lower in Q1 versus Q4 (and was dramatically so in Q1 2024 and Q1 2025)... but as you can see, this time sequential revenue was UP 💪🏽
AND that was with a
$1M negative impact from contract timing, which the CEO indicated has resulted in a stronger start to Q2.
The lower bars are because they exited unprofitable and unattractive engagements of the old management team, which were burning cash. Now they have a strong base of repeat enterprise accounts #Quality
As revenue ramps in the coming quarters (they said growth will be "meaningful" in H2), we should see margins go with it, since opex is expected to remain flat.
The second half of 2026 starts in seven weeks and the enterprise value is just a little over
$1 per share.
Cash movement was working capital oriented and largely collected (accounts receivable) in early Apr.
Will discuss my CEO 1on1 on Friday's show! https://tinyurl.com/MoneyMarkLive
