Competitive Pressure And Open FormatsIntensifying competition from major rivals and hyperscaler-backed platforms, along with broader adoption of open data formats, may erode pricing power and customer stickiness.
Guidance UncertaintyInvestor uncertainty around guidance from the new chief financial officer could amplify stock volatility if the outlook is viewed as not fully reflecting growth dynamics.
Revenue Concentration RiskA sizable portion of recent revenue gains tied to a few large customer migrations creates risk if similar large deals do not recur.