Look at the slide in their recent Macquarie presentation that compares ISD to its competitors. There seems to be daylight between ISD and its competitors.
Also of note is that churn rate is being maintained at historical lows, which is a good sign that customers are happy with the product and not going to competitors.
They are increasing average revenue per user (ARPU) with an increased product offering - e.g. upselling.
Some big global company signings recently - Netflix, Amazon, BMW, etc.
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