Ann: Q1 ARR $42.9m, confirms strong outlook, page-42

Likewise Wooster. It will be a loooooong three months until the next ARR and they MUST deliver then. That is the lowest quarterly addition to ARR in two years or so. Last September quarter they increased ARR by $3.5m and that was obviously prior to the Wizdom acquisition, so in summary an increase in ARR of only $2.8m in the current circumstances can only be described as piss poor. Not to mention the excuse of it being “seasonal”. Maybe OK to use that in the March quarter due to Xmas and January holidays, but much less relevant in September quarter. Not happy at all!