Booking Volatility And Below-expectation BookingsQuarterly bookings that fall short of expectations and reliance on smaller deals can create earnings volatility and weigh on investor sentiment.
Development Speed And Time-to-marketLengthy development timelines and large company scale may hinder the ability to capture the fastest-deploying AI projects, limiting growth in high-demand segments.
Geographic Footprint LimitationsMissing out on the largest AI development deals that go to emerging markets outside the company footprint highlights a geographic gap that can reduce market share where growth is strongest.