RE: Expansion of Databricks partnership9 Jun 2024 15:08
There can be doubt that some fantastic new partnership opposites have progressed, which will all help with growth.
However I don’t think the market will “wake up” until multiple new enterprise deals have landed. We are midway through the year and I certainly would have expected much more to have been announced.
My opinion is that the rocket will start to take off properly q3/q4… and that q2 update won’t be where we wanted it to be in terms of new ARR added.
Even Kelly alluded to that in terms of “non-linear” and “horseshoe” growth.