ROUTE

What Route Mobile promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 17 tracked 3 delivered 6 missed 8 open
  • FY25 Revenue Growth missed said Q1 FY25 Promised: 18% to 22% Q1 FY27: Past target for FY25, not discussed.
  • Revenue Aspiration at risk said Q1 FY25 Promised: $1 billion in next two to three years Q1 FY27: Q1 FY27 revenue grew 9.6% YoY, while FY27 guidance is for mid-to-high single digits. This trajectory is insufficient to meet the aspirational $1B target by Q1 FY28.
  • Future Vodafone Deal Structure on track said Q3 FY26 Promised: Future deals with Vodafone will be structured as two separate deals (firewall, SMS) and will not dilute gross profit margin. Q1 FY27: No new deal with Vodafone/VI was announced. The promise remains active but untestable this quarter.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 17 tracked commitments for Route Mobile — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens