agree, you'd have to think the soph's have some info we do not - that is my point, we just don't have enough info on revenues and conversion - it's all been "it's coming, trust us, everyone will pay" - that's all fine when the SP and MC is low and there is headroom, but when you're at a $500m + MC, it becomes a much more risky investment without all the data.
Happy to be proven wrong, may be they will go from last reported revenue to $80m ARR - but it's a big jump and everything would be need to go right and fall into place.
We will see i guess when they report, our opinions in the meantime remain just that, opinions - especially without the data we need to make a judgement call
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