Q: Unusual for CSU to trade down 5% today, possibly in sympathy with TWLO and TEAM, down substantially, 30%-35% on their results.
Despite missing Q3 EPS estimates by a wide margin (not unusual for CSU), would you agree with revenue growth of 33% and forecast 2022 annual cash flow return on equity of nearly 60% there is nothing to worry about here and the drop in CSU today caused by other software companies was unwarranted?
Would you further agree rate of acquisitions for CSU is actually increasing in the current environment?
Thank you.
Despite missing Q3 EPS estimates by a wide margin (not unusual for CSU), would you agree with revenue growth of 33% and forecast 2022 annual cash flow return on equity of nearly 60% there is nothing to worry about here and the drop in CSU today caused by other software companies was unwarranted?
Would you further agree rate of acquisitions for CSU is actually increasing in the current environment?
Thank you.