We missed targets by a small amount.
Seasonal buying patterns in the US and Europe- we knew this would happen.
Transition into a more partner channel model with longer lead times but higher contract values and retention- we also knew this would happen.
At current market cap not as if the market has priced in ballistic growth.
The company has noted a good start to Q2 and also re-iterated its guidance for the full FY.
Good buy around these levels I reckon. Not sure its the catastrophe that eveyone seems to be reading into the result.
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