… bottom line of 19.79% is growing faster than top line growth of 15.03% might suggest e2e is beginning to see scale-advantages work in their favour. (in my prior experience in this business … ) This often appears in items like per-rack-datacenter-leasing-cost, deployment costs and other operating costs increasing linearly even if there is an exponential increase in number of racks deployed. Given the stack is fully built and model perfected, I fully expect this gap to increase in the future as they get more and more of this.
PS: Long term investor in E2E.
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