I expect CROs outlook to have some positive news by the coming quarterly. (But as always won't know until we see it).
Agree that regardless of what happens in the macroeconomic landscape, CRO are in a good position to capitalise and achieve what they have set out to do, maybe even more.
How quickly they achieve it though might be below peoples expectation (could go either way) based on what AF has said they're really looking at the long-term susatainable growth which means aiming for cash flow positive rather than a APT play which is land grab as much as possible regardless of loss in hope revenue will eventually outpace cost (I use the comparison loosely as they're completely different models). This doesn't mean CRO won't land grab as much as possible, but it appears to be more measured and strategic and hopefully we'll see a lot of organic growth meaning better profit margins.
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