Couldn't agree more with your comment re brokers. What surprises me is that ACV expectations were puffed up at all, the figures have been growing in consistent steps for some time so landed close to the target from my perspective.
That said NY office, Canada, 3D and AI should tilt the graph up a bit, but I don't expect any rockets under ACV.
NEA Price at posting:
$3.12 Sentiment: Hold Disclosure: Held