Thanks for the summary VMK. My thoughts:Cash flow neutral focus...

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.