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Earlier trends in cloud transitions like in the case of Autodesk (NASDAQ: ADSK) and Adobe (NASDAQ: ADBE) showed both companies started from a position of strength with both vendors experiencing dominant market shares in their relevant sub-industry segments.
However, the current transitions in smaller vendors like Teradata Corporation (TDC) are not necessarily enjoying the same investor confidence in this respect. Communication during the transition phase plays a vital role especially in guiding investors on recurring revenue growth.
I would argue that investors at the minimum need to get sufficient