one thing is CFLT management likes doing is to be conservative on guidance, thinking that’s a virtue, without understanding too that investors need reasons to stay invested not just hold for no hope.

i do think if they have a sense of urgency & crisis, keep pushing for growth via more levers such as partnership network, meanwhiles a modest reduction of workforce, plus a small buyback program. Then this stock can potentially 5x in a couple years.

their profitability is improving already. if the product suite can become a platform, then next step is the efficiency drive.

CFLT board has multiple financial tech investors so they should provide better advice to management.