I wasn't talking about customer saturation, I was suggesting that with the launch of the products last qtr, some of the uplift in revenue was from upselling, which will continue to benefit ACV, but is an opportunity that is now secured, so to secure the same $ figure in revenue growth this quarter, we would need to find a lot of NEW customers to match it.
NEA has been great at the upsell, so it has to be a factor, we just don't know how big.
I am not saying it is a huge negative, as oblique images open us up to new customers as well, so it is all upside. but one I thought should be considered.
NEA Price at posting:
$1.49 Sentiment: Buy Disclosure: Held
