CBRS IPO relied on few customer contracts, Jonah Lupton notes

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12 hours ago

CBRS IPO relied on few customer contracts, Jonah Lupton notes — CBRS IPO overhyped and dependent

Jonah Lupton, investor and market commentator at Social Media / FinTwit, invites feedback from those familiar with CBRS. Lupton observes that the company’s IPO may have been overhyped, with valuation heavily relying on one or two major customer contracts. He adds that future performance could depend on the company’s claimed inference speeds and how sell-side analysts respond.

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Lupton has previously commented on companies with concentrated revenue sources. He recently noted that RDDT is rumored to be considering an exclusive $1 billion data licensing deal. In another outlook, he mentioned that TMDX’s daily flight operations in June could support $200 million in second-quarter revenue.

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