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

  1. 168 Posts.
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    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.
 
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