The question is, how long can the cloud revenue grow at such strong rates (~ 60%) and where is the limit (TAM). At the current rate, cloud will be more than half the revenue in the short term so even if the rest of the business were flat growth, total revenue growth will be around 30%. If that could go on for the long term, the stock would be on a much higher PE multiple.
The question is, how long can the cloud revenue grow at such...
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