I would say Bentley has more resourcing to throw at it.
Will be looking for an update in the coming ACV or, unfortunately this will be a red flag event. I don’t like being sold blue sky and then looking at a coming soon page for 2 years.
I am very overweight 3DP as I believe in all the use cases however, execution is a different ball game.
Have changed buy conviction to wait and hold - next company quarterly ACV very telling. If story continues to remain on track I will top up.
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