End May Update, page-2

1) It would be very bad management of expectations to tell the market that COVID has not affected ACV - they have had ample opportunity to do so (as many other companies have). This leads me to believe that management have strong reasons to believe that the ACV guidance will be unchanged. This will be a huge positive.
2) They will be very good growth rates indeed!
3) Achieving CF positive will show how well this company can adapt to changing market conditions. This will put a rocket under the share price if this is achieved.