The results are worse than I could have even imagined. Worse than topline drop is the margin erosion. This sets back the business by 1yr+ . It seems enterprise business is getting beaten up pretty bad not only from revenue perspective , but even more so by margin perspective.
Will understand better when investor presentation comes out. But these are first thoughts for now. Unless Uday Reddy gives an honest account for the business in call tomorrow, lots of investors are gonna foldup.
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