some genuine question to whoever can answer it
1. how would any management team be able to predict that some big clients are shifting from module base license to SaaS service 5 months after IPO ?
2. with consumption license, there is almost nothing to book into revenue with only 2 months left (obviously not much data will be processed in only 2 months) in FY21 thus most revenue goes into next FY, am I looking it in the right way?
Just trying to understand the downgrades, feel like it's more like shifting $$$ into next year.
cheers, good luck
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