Really impressive how they managd to rebound from that July outage. The fact that they still hit 31% ARR growth and maintained such stong retention shows how sticky their platform is for cusomers. That AI flywheel effect you mentioned with all the data from 29 billion events daily is a huge moat going forward.
Nice
Really impressive how they managd to rebound from that July outage. The fact that they still hit 31% ARR growth and maintained such stong retention shows how sticky their platform is for cusomers. That AI flywheel effect you mentioned with all the data from 29 billion events daily is a huge moat going forward.
Even if the management hits their $10 billion in ARR by FY31, the valuation still looks very expensive.
Insightful