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Ann: Strong growth in contract sales, page-7

  1. 160 Posts.
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    I agree with this analysis. For me the fundamentals can be seen in the POC to Contract conversion rate. In technology services, this metric is usually a sign that they are solving a specific market problem/use case and are in the sweet spot. Overlay a strategic play or alignment and this stock starts to look very attractive from an acquisition perspective. I also agree the best would be to let the product extension run. Once product is in it's stride, then product extensions/upgrades align more tightly to customer demand, building more revenue and sales pipeline, so best leave it to run in my view


 
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