This is definitely a concern for me as a holder and requires a degree of faith in the explanation from management... and even still every quarterly it still doesn't sit right when the lag continues. For me, by the time it's confirmed and ACV/Rev are aligning, the share price would already be well north of where it is now... and I would have missed the boat as a retail investor! There are a lot of good things to look forward to with this company (taking management at their word), and while it's certainly risky, for me, that's how the reward will be generated!
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Ann: Enterprise Sales & ACV Update, page-12
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