Question of the Day: Have you/will you buy stock in Matterport (MTTR)?

WGAN Forum Founder & WGAN-TV Podcast Host 31.32K Website Atlanta, Georgia Linked In Facebook Twitter YouTube TikTok Instragram Matterport Service Partner Google Street View Trusted Photographer Zillow Certified Photographer We Get Around Network Member	31.32K DanSmigrod private msg quote post Address this user	plus 1 plus 1 plus 1 0
	Seeking Alpha (17 August 2021) Matterport lands bull rating from Wedbush with unique product offering standing out About: "The firm thinks Matterport’s unique product offering is gaining attractiveness in a huge market with very limited competition." WGAN curates a list of 170+ 3D/360 platforms/software. Matterport competition includes: 1. residential real estate where 3D scan data - not necessary - causes the shoot to take longer and thus cost more. Examples of Competitors in Residential Real Estate 2. Construction where other solutions can capture large spaces 10-20 times faster. That matters for weekly construction documentation. Examples include: CupixWorks (from Cupix) and NavVis 3. Insurance Claims - iGUIDE RADIX is an example. We'll discuss this solution on WGAN-TV Live at 5 on Thursday, 26 August 2021 About: '"The company is rapidly growing with a current install base of 330K+ customers across all different verticals (residential/commercial real estate, AEC, travel/hospitality, repair/insurance, industrial/retail, etc.) in over 150 different countries." These numbers seem inflated by free accounts using the Matterport CAPTUR3D app only. Analysts should ask Matterport to explain why/how: 1. "Total subscribers increased 158% to 404,000 from year-ago period" Source: Matterport 2Q21 Investor Relations Page 2. "Total revenue was $29.5 million, up 21% compared to second quarter of 2020" Source: Matterport 2Q21 Investor Relations Page 3. "Subscription revenue of $15.3 million, up 53% compared to second quarter of 2020" Source: Matterport 2Q21 Investor Relations Page If all subscribers were paid subscribers - and paid subscribers using professional gear, then I would expect subscribers and revenue to grow at the same rate. Your thoughts? About: "...MTTR is currently in a transitional phase from a traditional one-time purchase sales model to a subscription-based model," That seems like a misleading statement. For some time now, Matterport has opened its platform to other 3D/360 cameras. It's never been about making money selling hardware (Pro2 Camera). Your thoughts? Dan
	3 years ago	Post 79 • IP flag post

325	325 Axis360Media private msg quote post Address this user	plus 1 plus 1 plus 1 2
	I certainly don’t regret buying this stock.
	3 years ago	Post 95 • IP flag post

387	387 ThinkLab private msg quote post Address this user	plus 1 plus 1 plus 1 3
	@DanSmigrod How will the Matterport Civil Case affect their stock once they have been exposed in how they conduct business especially with the people who built their business, keeping our data ?
	3 years ago	Post 102 • IP flag post

Question of the Day: Have you/will you buy stock in Matterport (MTTR)?14189