Guidance And ExpectationsThe high end of guidance was lowered by one million dollars, which represents only 16 units, and the lowering of the top end of the guidance range seems to cap upside potential.
Salesforce DisruptionQ1 miss was attributed to the company being unable to manage the disruption from the deeper-than-expected salesforce changes.
Valuation ExpectationsAt current valuation, status quo is baked into investor expectations, and therefore no significant reaction in the stock price is expected post this news.