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Seventh......I genuinely apologize if I came across as...

  1. 275 Posts.
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    Seventh......I genuinely apologize if I came across as condescending. It was not my intention at all. I took your post at face value that you were concerned about software companies that bundle products or create product suites and thought it might be some kind of red flag.. I tried to pick 3 examples that everyone had heard of, and my smiley face at mentioning MSFT Office was self depreciating because, of course, everyone knows Office.
    I could refer to obscure companies like Dot Digital but nobody would be familiar with their product bundle.

    I posted the link to the new LVT products page because:
    (i) Its some due diligence for LVT's claims that they are emphasizing bundled sales
    (ii) It provides a brief overview of what those products actually do.

    I certainly dont equate LVT with MSFT or Adobe.

    You are right in that not every company builds a compelling value added bundle. Time will tell whether LVT's customer base finds the proposition value added.

    . The next ARR report will be in January, The only research that any of us can do in the meantime is observe whether there is any independent feedback from Ignite.
 
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