Jason Moser

They just treated us very, very nicely.

I'm going to go with DocuSign, ticker is DOCU.

They reported earnings this week as well.

It's been a less than stellar year for the stock, but the business actually continues to perform quite respectably.

They pulled the old beat and raise.

They beat their internal benchmarks.

They raised guidance for the year.

They saw respectable revenue growth there.

Not lighting the world on fire, but to your point with Salesforce, it was 8% growth for the quarter, billing through 10%.

They continue to generate cash flow.

They continue to repurchase some shares.

The dollar net retention rate was 102%.

That was up from 100% from a year ago.

Importantly, that number of large customers that spend over $300,000 annually with the company, that clocked in at $1,165.

That was up 8% from a year ago.

Again, I think this is a business, they continue to do what they say they're going to do.

I think that's encouraging.

It just might not be growing as fast as investors

were used to several years ago.

Well, you got to remember, Dan, it's a lot of enterprise clients out there.