Thanks. Interesting. A couple of comments. Usually apply 1 for consulting. ARR growth is a function of having a trained salesforce (which can take time to grow) so is best not to think of it as % increase of ARR rather incremental amounts. Cost of sales is usually equal to year 1 ARR. Biggest worry with this stock is that there is no moat around the IP. Anyone and everyone has built intranets before. So as someone mentioned before one way to make this work is buy ARR.
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Thanks. Interesting. A couple of comments. Usually apply 1 for...
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