The negative comments are overblown
Breaking the 40 rule is important and profitability is a directional shift.
Moreover, there is pricing power. People forget that prices were increased and that op exp is decreasing.
A lot of these negative comments are carbon copies of other SaaS companies in the past.
This is a 2030 stock and beyond. Sure the MC may go down or up, who knows. But this is all part of a SaaS company's journey
Ann: FY24 Annual Results Investor Presentation, page-18
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