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No. of Recommendations: 18
With regards to the Agreement Cloud (CLM) they mentioned on the call that pre-covid it was accelerating.

When covid came around, CLM slowed as e-signatures accelerated. This was because getting e-signatures was essential and the priority for businesses.

This past quarter they said CLM is coming back and returning to pre-covid levels. They mentioned agreement cloud is top of mind and it is the first thing mentioned on nearly every sales call.

An estimate was given for a 50B TAM on the agreement cloud, totally green field here.

It was a very good quarter overall and I am surprised to see the price lower than before earnings. It is a good opportunity to add in my opinion.
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