Ok, so I haven’t ever really looked at this.
EBITDA and FCF positive, and CEO claims only 3% into their TAM.
Currently getting a beatdown.
I do note that forward guidance is only for 33% growth. So this may be more akin to VEEV or CRM than a hyper-growth stud like DDOG. But that is ok if priced correctly.
I have put it on the watchlist.
Curious as to what others think?
Here is recent ER CC transcript: