It may not be a great monthly update. Who knows, but as always,...

It may not be a great monthly update. Who knows, but as always, if your investing horizon is months/weeks than sure it is a problem, otherwise meh. SP may take a hit, for a week or so, but then B2B launch. Then next monthly update and so on. This is the risk you run when giving frequent good monthly communication, there will be dry patches. (but glad that DW8 do).

Of course DT, tends to exceed expectations and so it may be a cracker.

But either way, my horizon is years in DW8. Set and forget. It is always hard to set and forget, but if I truly believe this is a LT hold (which it is). I need to temper expectations and stop looking for the next update etc, re-rate. I only need to check in if the story changes, DT leaves, or there is significant news or reasons for poor monthly. That is my own strategy anyways.

FWIW, it may be a middling monthly update, (nothing fantastic) but good solid growth.

DYOR and all that.