They have good penetration into big customers in the Global 2k, so I would think the customer base is diverse and strong enough to not throw their AYX contracts out the door. I do think the NER will drop a good amount from 130%+ - I also have alot of faith in the management team’s ability to steer the ship, but the market seems to have different views.
Imagine you had a button you could press that costs $1 every time you press it, but it increases your annual revenue by $3. Would you stop pressing the button?
That might be a relatively realistic measure of the value of Alteryx to certain companies.
Bear