The breakdown of why the market reacted so negativly to the earnings is helpful. I think the slower net retention combined with the guidnce is what spooked people, but looking at the actual execution and margins they're still in pretty good shape. The optimization headwinds seem to be becomming more of a normal part of the business now rather than a tempoary issue though.
The breakdown of why the market reacted so negativly to the earnings is helpful. I think the slower net retention combined with the guidnce is what spooked people, but looking at the actual execution and margins they're still in pretty good shape. The optimization headwinds seem to be becomming more of a normal part of the business now rather than a tempoary issue though.