Fair point, it definitely exceeded my expectations with growth. There has to be a limit at some point but I have not researched the size of the target markets so I dare say you're on the money.
With the assumptions below, ie/ +$2mil USD QOQ, 80% margins, ignore overheads, a price:gross profit ratio of 30 and 50% margin of safety I could justify decent buying at $0.64. Has been a ripper.
https://docs.google.com/spreadsheets/d/1WC-VXHe2m378JzI7CidLV64I9EhTIEIo9uQ8-cRlIcU/edit?usp=sharing
Ann: Enterprise Sales & ACV Update, page-123
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