@vmk , I think we already have some information about this. Last 4C there was a 1m expense line item for non-recurring staff expense. They got rid of some people. My models show partner generated ARR btw 35-50% of ARR. The company says partners get 30% commission in year 1 and 15% after that. I believe this is not included in reported ARR. The partner plan has been in place for 2+ years now though has roughly doubled in the last year with acquisition partners and organic growth. There doesn't seem to be much increase in partner deals (this has to be implied with some assumptions). The most recent announcement mentions churn on smaller deals (partners). Unfortunately this may be the reason for an increasing average subscription. I am sceptical about ARR led partner growth as there are 2 issues - retention of partner generated deals and then growth in number of partner deals. Hopefully the 4C will provide more color.
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