Quarter Organic Growth in ARR Cumulative ARR Comment 1 Sep-19 $2.8 m $47.6 Longer lead times and commencing transition to partner channel. Includes CYCL ARR 2 Dec-19 $5.1 $52.7 Strong rebound of growth validates Direct Saleschannel is healthy. Increase 80% q on q 3 Mar-20 $3.5 $56.2 Forecast unchanged 2020 March Q is up 40% y on y 4 Jun-20 $7.5 $63.7 Forecast includes contribution from Partners Channel and continued $6m+ run rate from direct. Added $0.5 to forecast 5 Sep-20 $5.0 $68.7 Partners channel gathers pace. Back to 2018 run rate as base. Added $1m to growth rate 6 Dec-20 $9.5 $78.2 Added $1m to growth rate 7 Mar-21 $7.0 $85.2 Added $1m to growth rate 8 Jun-21 $10.0 $95.2 9 Sep-21 $7.0 $102.2 10 Dec-21 $11.0 $113.2
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