Something brewing?, page-17

I have done, and on the surface it looks great (Cisco Webex product for example). The question I still have (and the reason I sold high in 2020), is that I'm still not convinced that customers using cloud communications platforms (webex, Teams, etc) need a separate monitoring tool. This is quite a different proposition to the older Prognosis which monitors on-premise communications infrastructure.

Now, many large corporates will have hybrid environments (their older on-premise stuff and the new cloud platforms), and that may be IR's differentiator. Given continuous disclosure obligations (and as IR has been squeaky clean in the past), I would have thought they would have disclosed by now if they were going to miss consensus forecasts. So may well be H2 has been strong and that this is a buying opportunity (and I have placed an order for today, worth the punt IHO).