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No. of Recommendations: 3
I am planning to hold my AYX position through earnings, but will consider selling if the revenue growth story has not recovered.

There are some SaaS services where the business would cease to function if they were cut off such as FSLY, OKTA, DDOG, and CRWD. I believe data analytics has a harder sell to management on the value, and could be one of the of the first software services to be cut off if a company was forced to choose.

The biggest wildcard for the company is why the earnings call was so pessimistic last time. It was at the height of the pandemic, and was easily the most negative of all the earnings calls I listened to last quarter. The company has a history of underestimating earnings, but this one was almost bizarrely pessimistic. Would be shocked if they don't beat the predicted numbers by a decent amount.
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