May. 20 at 2:25 PM
$ZEPP I listened to the call. From what I could tell they have about
$60M in outgoings minimum to run the company, and that’s if they keep operating costs down to
$27M. Normally Q2 revenue about 25% higher than Q1, Q3 about 40-50% higher than Q2 and Q4 about 50% higher than Q3. If they keep operating costs down to
$27M, then they probably break even Q3. The problem is they tend to overpromise and under-deliver 🤔
