Ann: FY21 Q3 Conference Call, page-13

Last time the CEO said “We’re confident LiveTiles products will continue to gain traction and our growth will continue to
accelerate with it,” and he spoke about the accelerated growth as companies prepared to re-open.

Data from the US indicates that IT spend has focused on remote and hybrid working enablement, which should play to LVT. Further, re-opening in B2B is evident in the USA although less so in Europe.

I am expecting evidence of acceleration in ARR and cash receipts and a continuing trend towards cash breakeven.

If that's not strongly indicated in the 4C tomorrow, then I'll be out.