Managed services deals are scaling from $6M to $20M, but the latest print shows momentum cooling after a soft quarter.
Overall read
6.4/10
Peaking
The three reads · this quarter
Managed services deals are scaling from $6M to $20M, but the latest print shows momentum cooling after a soft quarter.
Overall read
6.4/10
Peaking
The three reads · this quarter
The standing reads · change less often
Moat
No moat read published yet.
Key variables
3 tracked
lead: New business ACV (annual contract value) wonACV remains robust, driven by expansion in existing clients and new logo additions, indicating sustained demand.
Walk the talk
Not enough tracked guidance to grade yet.
Core organic growth sustained at low double-digits, driven by existing client expansions and FY26 new logo ramp.
Where it sits