I will need to read this a few times to fully digest (as always!) but I found this paragraph very interesting in particular:
This customer win means an initial 100 subscription licenses for distribution network design, for three-years, displacing the incumbent competitor who had served this account for more than 20 years.
Or maybe have faith that IKE knows exactly what they are doing, and are creating what will be a hugely successful business down the track. Patience is needed.
See why some of us had high expectations and FY revenues >$35m
Never mind ……ljust need to dial back the enthusiasm
Probably see Sp slide continue based off this trend aye.
I dont know what FY24 revenue will be. But confident more than FY23. They have less than 10% market share and todays update shows a case of winning a customer that had a seemingly deep relationship with one of IKEs competitors
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