Earnings seem to be on a steep trajectory. 40% increase from last quarter and that's not even including sales from the AI product they are co-marketing with Microsoft. The potential is so big with this one you can't miss out. 5% penetration as a low estimate of Sharepoint users alone would fetch $144 million in ASR.
Ann: Record quarter delivers $6.9m ASR, up 245% year-on-year, page-21
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