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Consensus Narrative from 10 Analysts
Migration To Google Cloud Will Compress Margins In The Short Term
Key Takeaways Strategic shift towards mid-market and enterprise clients may cause temporary churn and revenue dip, aiming for higher long-term customer value. Platform modernization and new capabilities focus involve significant investments, potentially compressing margins short-term, aiming for future efficiency and growth.
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FV
25.3% undervalued intrinsic discount8.54%
Revenue growth p.a.
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25 days ago author updated this narrative