I don't think the numbers are that bad, so I don't quite understand the reaction. But I'm staying invested—I'm still well in the black, after all. They'll bounce back. They're one of the companies benefiting from AI in the software sector and one of the companies that has figured out how to transform its business.
@Keineui I see it the same way. Unfortunately my position is already quite big. So I will hold for now. Had the chance to sell a part before the figures, but I was excited about it. Now there is just 5% profit again...oops
@Keineui The numbers were okay, except for the change in how certain business segments (subscriptions, etc.) were classified. However, according to the guidance, growth is slowing from over 20% to about 17–18%, which, given the ambitious valuation multiples, represents a clear valuation flaw in my view.
