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The focus begins to shift, in FY19, from growth to...

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    The focus begins to shift, in FY19, from growth to profitability. How disciplined is the company in its spend, how effective is it in converting expenditure into retained/sustained and new revenue, how much revenue does it have to buy?

    As said earlier, the company's value, and share price, is increasingly contingent on the ARR and expenditure growth lines diverging.
 
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