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Ann: Positive cashflow and continued ARR growth in Q4, page-43

  1. JPjpJPjpJP
    405 Posts.
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    29/07/20
    12:18
    Post #: 46150224
    Agree. Should have lead out with actual ARR and then pointed to growth on a constant ccy basis. Not the other way around. It’s not like we’re not going to see through it...

    You a continued holder post this VS?

    The product simplification and rebranding is a big positive. Should help sales success. Outside that, nothing has really changed for my mind (neither positive or negative).
    LVT Price at posting: 25.5¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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