MNDY在2023Q1的表現,應該算是軟體股中少有還保持相對強勁增長力度的公司了。看MNDY的財報,除了營收增長固然重要之外,另外一個最重要的指標是大客戶數(Paid enterprise customers with more than $50,000 in ARR),本季環比增長14%,比上一季的11%還要加快。這種大客戶數增速,除了跟自己比算不錯外,跟其他軟體股比也是鶴立雞群。像BILL、CFLT、DDOG、NET等公司,客戶環比增長基本都在10%以下。
Yes. It's Roy here. So I can add that -- we have a lot of visibility into what's working and what's not because like you said, like Monday is a platform, our customers are building whatever they want on top of us. And when we see something succeeds exceptionally, and identify use case and a penetration point. It's very -- it's much more clear to us where to start and what is the need that is out there. So we have great visibility into like the areas that we might go into next, some of them around mentioned.