I think the most important thing at the moment is US numbers continue to grow and the rebranding doesn't show any signs of backfiring.
Presentation looks great but easy to just shows a pretty bunch of features that maybe one day you will implement. We need to see the US numbers.
Larry going to US could be signs that somehing's amiss but could just as easily be something more positive. Fingers crossed the rebrand has not dented the US growth story.
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