Originally Posted by
mikeybycrikey
To me it's a little unclear what the growth trajectory is for PLX. They have been growing revenue pretty well but do they need a new McDonalds every year or two just to keep the growth going? I feel like I've got no idea where the extra money comes from. If their number of end users grows from say 100 million to 120 million, does that equate to 20% revenue growth? Probably not but what does it equate to?
There is revenue from setting up new customers, running services and processing transactions. But in what proportion? At least with XRO it was easy: roughly $30 per user per month.