Again massive growth in ANZ - which continues to be a surprise to me... NEA have good market share in ANZ, and has a stable business for a number of years - just puts more emphasis on the potential size and growth from USA, we are all expecting >30% growth from USA on a low baseline for a number of early years (2019-2023), but imagine if USA is sustaining >15% growth with 5x the ACV that ANZ has right now...
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