Growth ConcernsManagement's statement that annual recurring revenue growth could fall short of their 20%+ target sparked a selloff, but the revenue in question would be delayed, not lost.
Market UncertaintyMidmarket POS deals are delayed due to macro/tariff uncertainty, pushing some go-lives to 2026.
Organic GrowthThe stock sold-off sharply on concerns over slowing organic ARR growth due to slower than-expected roll-out of deals and delays in signing large deals.