Guidance ConservatismA track record of conservative initial guidance may limit upside by tempering investor expectations and constraining multiple expansion.
Regulatory And Operational RisksRegulatory changes, industry consolidation, heightened competition, and potential network interruptions represent material risks that could slow growth and compress margins.
Sector Risk And Market SentimentIntense selling pressure in the technology sector and a broader risk-off backdrop can depress the stock regardless of operational improvements.