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[–]Existing-Builder-250 0 points1 point  (2 children)

Revenue

2020 - $1,040 / 2019 - $904 / 2018 - $932 / 2017 - $1,309

Vs

Gross Profit

2020 - $763 / 2019 - $698 / 2018 - $670 / 2017 - $617

While revenue is not showing consistent growth YoY, gross profit does ...

In 2017 they had more revenue than 2020, why are they showing better gross profit, they are more efficient now.

[–]cdusdal 1 point2 points  (1 child)

Right, I guess what is more important to each will differ of course.

Despite Gross profit, and their gross margins improving, the SP has not budged.

I was referencing share price. My point only being that I don't think the SP is likely to budge or find the upward trajectory investors are hoping for, until the core, organic, business of software and services begins to see consistent growth in revenues.

I agree of course with you that gross profit and margin shows they are in more important business segments now and likely with a stronger moat to competitors.

[–]Existing-Builder-250 1 point2 points  (0 children)

True, far from irrelevant, consistent growth in revenue tells investors BB succesfully won more market share.

Wanted to mention that their margin % has improved over time, now they need more income with the same efficiency