I've tabulated contracts that were made public in Q1, which I expect should start to be reflected in the Q2 numbers.
In effect, it suggests based upon known contracts - and assuming no quarterly licence revenue churn, and a full application of the ADF Licence Revenues starting to take effect (and another quarter's worth of services revenue associated with the ADF contract), a potential known increase on last quarter's revenue may be up to 48.4%.
I also note there are numerous contracts we're aware of, which should be revenue accretive where we have no visibility around numbers.
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