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Ideally they would have reported ARR on a constant currency...

  1. badkerning
    168 Posts.
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    29/07/20
    12:30
    Post #: 46150698
    Ideally they would have reported ARR on a constant currency basis last quarter to be fully transparent. The N3 churn clearly had an impact, which they chose to avoid highlighting.

    Moving forward if this is a continued practice to report both figures, then that's a positive. It makes showing ARR growth more fairly.
    LVT Price at posting: 25.0¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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