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clock Created with Sketch. 21/05/25
15:35
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Originally posted by Modric:
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Not a very good start to the year. 80% of their business is in mid-market and SMB and those segments have been soft for a while. Vlad said on the call in February that they actually reduced spending with Dicker in 2024. To offset they ended up chasing more business in enterprise which has lower margins. This looks like it has continued into 2025.
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Yes agree, rational take here. SMB sweating those assets for all they can.
(20min delay)