Not sure what to make of this tbh. Happy with the new contract wins but a bit suspect on the acv delay. Just feels like the acv growth from 1 Nov to 31 Jan was negligible so it's been deferred to Feb instead. The cash receipts number from the 4c is also again surprising on the downside.. we're probably gonna get smashed today given the NASDAQ is also down ~2%....
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Not sure what to make of this tbh. Happy with the new contract...
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