I didn’t think he was particularly articulate, I did think Rakan explained the product quite well though and the testing we are doing.
I actually saw it slightly different and felt Idan was trying to highlight Enterprise deals will be the material news that comes first versus the actual broader launch of the self service platform. To me this re-calibrates how I thought revenues might come through.
Pleasingly he said he expects to announce some of these deals in the ‘near future’ and alluded to them being significantly more than existing enterprises deals of USD $110k pa.
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