Thanks for the summary VMK.
My thoughts:
- Cash flow neutral focus means they aren't being as aggressive about growth anymore, but that's also a good move since they're public. If they were private still then they should keep growing aggressively and get more funding. The focus on not raising anymore is good for shareholders.
- Partner channels take a long time. LONG time. I run this part of the business for a hypergrowth tech unicorn so I know. They will not get any meaningful ARR from channels for 2 years if they just started. The other angle to channels though is if they can outsource their implementation and minimise growth of their services business they will get a better multiplier.
- Markets are down everyone because of coronavirus.
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- Ann: Investor Presentation
Ann: Investor Presentation, page-11
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