Sad to see that Charif is no longer guiding for ARR growth rate of 2x industry growth rate as he has been doing up until now. I find that a little concerning, hopefully just cautiously managing expectations, but also lack of confidence..? Not much new info here apart from that, unlikely to see any impact from the microsoft product until it becomes available to purchase, probably in CY24
disc. held. hold.
Ann: Investor Presentation, page-4
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