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DSE - Competitive advantage?, page-10

  1. harryAJX
    240 Posts.
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    19/07/23
    22:52
    Post #: 68876311
    I'd guess a lot of the reduction in ARR growth is actually due to the churn of legacy website backup customers from one partner as discussed on the webinar. I.e. growth has not actually reduced but rather it's being displaced by churn in a lower margin legacy product.
    DSE Price at posting: 29.0¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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