Hmmm they really look to have huge losses. I understand a big part of that is because of growth but they have a bit more than a years cash remaining based on cu

Hmmm they really look to have huge losses. I understand a big part of that is because of growth but they have a bit more than a years cash remaining based on current burn - maybe 5 or 6 quarters? This IPO will need to generate a lot of cash to get them to a sustainable place. Their cloud growth is good but their total growth (~50%) although nice isn’t so big for a company doing 236m in revenue but spending ~400m to do that at 50% growth. Still I like their product and will keep an eye on this one.