2 Comments

Excellent review. I fell very in line with your conclusion. Definitely not favorable SBC ramping up as well as continued weakness in the Online Business and the GAAP margin deterioration.

On the other side, nicely done highlighting the importance of Enterprise Revenue growing 20%.

Keep up the good work.

Expand full comment
author

Thank you Giuliano for the feedback. Seeing the number of +$100,000 customers growing is also a positive sign.

Expand full comment