AYX - Alteryx: Why Investors Shouldn't Lose Faith

• Alteryx's growth factor now depends on the momentum of its ARR (recurring revenue) metric, given lumpy revenue growth.
• The ample leeway to increase operating leverage is supportive of the expected investment in platform expansion.
• Alteryx's improved sales strategy is also supportive of high margin renewal and expansion.
• I expect AYX's momentum to be flat in the first half of the year. The probability of developing cloud capabilities has improved.
• The recent correction presents a decent entry opportunity for long-term investors.

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