ここから本文です
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セムラッシュ・ホールディングス【SEMR】の掲示板

Third quarter revenue of $65.8 million, up 34% year over year

ARR of $267 million as of September 30, 2022, up more than 33% year over year

Dollar-based net revenue retention of 122% as of September 30, 2022, compared to 125% in the previous quarter

More than 94,000 paying customers as of September 30, 2022, up more than 17% from a year ago

Net loss of $9.1 million for the third quarter, compared with a net loss of $615 thousand a year ago

Non-GAAP net loss of $7.1 million for the third quarter which includes $5.8 million of expense associated with the winding down of our Russia operations, compared with non-GAAP net income of $12 thousand a year ago

というわけでrevenueは崩れていない。ロシアから完璧にoperationをいどうさせるための費用がかさむとの事。
あまりrevenueの成長が崩れていない稀有なグロースのうちの一つ。それでもCRWDやDDOGと違って、valuationが全然高くないんだよね。hidden gemです。