The Figures and the Triggers, page-59

There is no need to put your defensive pants on. Simply stating that they have the unique ability of acquiring sticky ARR by bundling. Why would they sell Livetiles, Wizdom, hyperfish, nucleus, Hendrix, starmind, zegami product offerings as each seperate component, whereas for an upscaled price you get the full package. It’s more sales intensive to sell each additional add on to increase per customer ARR.

Oh yes sevens and Dwhale, the oracles of LVT on a three month timeframe. I’m sure you guys picked the $1 dip of XRO and warned of worrying times ahead aswell.