Customer ResistanceResistance from some customers about the pricing structure for new products leads to a more cautious stance on the magnitude of medium-term NRR uplift.
Earnings OutlookEarnings setup appears less favorable due to tougher comparisons, and current projections require a significantly successful outcome over the forecasted period.
Stock DilutionThe acquisition deal involves issuing 23 to 28 million new shares, resulting in a 10-12% dilution for existing shareholders.