Jan. 14 at 1:19 PM
$FTNT Algorhythm Holdings Inc gives traders a rare microcap cheat code: you can sanity-check the run-rate in everyday units. ARR of
$8M+ implies about ~
$667K per month because 8,000,000 / 12 ≈ 666,667. A forward-looking ARR of
$15M implies ~
$1.25M per month because 15,000,000 / 12 = 1,250,000. That’s the difference between “small pilot revenue” and “real monthly scale.” Now place the Asian Paints expansion next to that: up to ~
$5.5M annual incremental service revenue alone is about ~
$458K per month because 5,500,000 / 12 ≈ 458,333. One expansion can materially move the monthly cadence, which is exactly why markets re-rate these stories once the cadence starts showing up in reported quarters
