Growth VisibilityReliance on larger, slower-cycle deals muddies visibility into sustainable growth.
Market StrategyThere is a down-revision in guidance and near-term challenges in the go-to-market strategy, indicating execution risk within a resource-constrained market.
Revenue ForecastManagement provided some prudently cautious early commentary on demand trends heading into FY25 which should lead to some meaningful downward revisions to Street estimates for revenue next year.