DragonsTreasure
$USIO expectations for Q3 - quite low actually, might be slower quarter. I know voucher program started in TX, but it's throughout year, and initial ACH disbursment is likely nothing since ACH is per transaction charge if I'm not miataken, but it's a good program that will ramp up in next quarters and each year will actually grow in size. This is year 1 of 3.
Will be interesting to hear any new partnerships and ION progress which I believe will fully launch in Q4 which is big because it's just 100% margin.
I thought it's sure thing they would raise guidance again after Q3 but like I said, might not be blockbuster quarter so I think raise is less probable.
I see Louis making cookies for staff on LinkedIn, it's a sure sign M&A is closer than we anticipate. I'd say 2027.
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