I don't see any failure there. They have relatively few installs, but near top revenue, meaning: nearly everyone have already installed their stuff, and stuck w

I don't see any failure there. They have relatively few installs, but near top revenue, meaning: nearly everyone have already installed their stuff, and stuck with it, and spend a lot there. They just turned into an established business, maybe no longer a 'startup'. Falling growth rate is inevitable if you have already conquired the world.