Nov. 7 at 4:58 PM
$HCTI TI Shareholder Call — What I’m Listening For 👇
Revenue & margin mix. Are we still tracking ~
$12–14M rev and improving gross margin as cloud→data→AI (CloudEz / DataEz / Readabl.AI) grows vs legacy services?
Pipeline/logos. New hospital wins, renewals, or partner co-sells (AWS/Azure) that expand the 100+ site footprint.
LOI/HIS SaaS update. Timing, go-to-market, and how the front-end CX/agent layer plugs into the platform.
Cap table cleanup. Status of S-3, stockholder approvals, and the path for
$3.X warrants (potential ~
$4.X.3M cash runway boost).
Profitability path. OpEx discipline, cash burn, and any KPI targets (ARR, backlog, net retention).
Why it matters: HCTI still screens sub-1× EV/Sales vs Health-IT peers at ~2–3.5×. Execution + clarity can force a re-rate.
Context tickers:
$MDRX $GEHC $VEEV (bigger names riding the same hospital digitization wave). Not advice.