Revenue Growth and Valuation Overview
Revenue ($ in millions)
Multiple Levers to Accelerate Revenue
$ 300
$ 250
$ 200
$ 150
65% of FY2022E
revenue from
committed contracts
$ 130
$ 100
$ 50
A
B
Increase Sales Account Executives
by ~2.5x
Increase Marketing spend by ~2x
$ 289
$ 0
FY2022E
Expand within
Existing Customers
Land Customers in
Core Verticals
Capture New Verticals +
Move Up Data Stack
FY2024E
A
Grow Customer Success
headcount by ~2x to drive
customer retention and
upsell
B Grow Software Engineering
headcount by ~2x and
develop wide distribution of
new products such as Data
Fusion
21
Note: FYE January 31st
"Land Customers in Core Verticals" represents gaining new customers in core verticals of agriculture, government and mapping. "Capture New Verticals + Move up Software Stack" represents gaining new customers in less mature verticals such as Energy & Infrastructure, E&R
+Impact, Commercial Forestry, Finance & Insurance, and ISV, BI & Analytics ("Independent Software Vendor, Business Intelligence and Analytics").
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