Nothing that stands out really, other than very good chance of being CF+ in the next quarter (not because their wont be another $900k spent on M&A but because of government R&D grant).
Perhaps only thing noteworthy is the continuing nice growth in Av ARR/customer and I still get excited when I see some of their new clients:
-A large Australian National Insurance Company
-Global chocolatier based in Europe
-German Aeronautics manufacturer
Dec-19 Jun-20 Dec-20 Mar-21 Jun-21 Sep-21 %change compared to previous quarter ARR 52.7 53.8 58.1 58.9 62.8 64.5 2.71 ARR const FX 64.7 66.7 64.7 64.9 0.31 Av ARR/cust 51.1 49.3 57.2 52.8 58.3 63.3 8.58
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- Ann: FY22 Q1 Quarterly Activities Report and Appendix 4C
Ann: FY22 Q1 Quarterly Activities Report and Appendix 4C, page-18
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