Regarding the mysterious ARR, we might see some visibility on ARR if/when it reaches a similar number as the ACV (just before ACV reporting disappeared a few years ago), so perhaps sometime Aug-Sep 2025 (or later) would be my guess for ARR in the context of the commentary surrounding invoicing and receivables collection delays that "continue to resolve" (or in other words haven't yet resolved but are in the process of being resolved & will take more time rather than less time to resolve).
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