Manycore retention is a red flag after a modest first half: Analyst

The Zephirin Group analyst Lenny Zephirin discusses Manycore’s first-half results, including slowing domestic growth, stronger international performance and weakening customer retention. He also explains why retention, rather than token usage, is the key metric to watch for future monetization.

Manycore retention is a red flag after a modest first half: Analyst

TL;DR

  • Manycore's first-half results showed slowing domestic growth.
  • International performance for Manycore was stronger.
  • Customer retention has weakened.
  • Customer retention is a key metric for future monetization, more so than token usage.