Harrison Parson's questions to CUTR leadership • Q2 2024
Question
Asked for a breakdown of the drivers behind the reduced revenue guidance (sales force turnover vs. macro) and for clarity on the expected cash burn cadence for the rest of the year and into 2025.
Answer
The revenue guidance cut was driven roughly equally by macro pressures and significant North American sales force turnover. Cash burn will be lower in H2 2024 than H1, but a significant improvement is expected in 2025 due to a delayed working capital benefit, cost savings, and planned growth. The Q4 2024 burn rate is not a good proxy for 2025.