Think the market remains skeptical around BPFs revenue streams after the last results showed slowing growth in the last half- think it will take a solid quarter of recurring earnings growth or a big customer announcement to turn it around and act as a price catalyst. On a FY basis the numbers looked good. We all know the forecasts for the cloud based market and the revenue momentum Azure is enjoying- might take some pateince for this to all eventuate.
Think the market remains skeptical around BPFs revenue streams...
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