I think the slow increase in ARPU is attributable to the SaaS...

I think the slow increase in ARPU is attributable to the SaaS mix, which is likely to shift upon improved capability. Smaller contracts tend to have higher ARPU than larger contracts. I reckon management has signed some big contracts in Q1.
- Big capability announcement in the pipeline from my sources.
- major conference in Dec19
- 2nd biggest sales quarter currently in progress and biggest sales quarter from Jan20
- FDA paper any day

No way I am selling.