Mike Arenth

It's a good business to be in.

I think when we look at it, one reason I joined is it's a massive market, $800 billion in sales, which is like 4% of GDP, 15 million employees, 10% of the U.S.

workforce.

totally fragmented and antiquated from the use of technology by great affinity for the brand.

And we have a great mission.

We're trying to serve those who serve others and leveraging the technology to make their lives easier.

It's a good environment to be in with us.

Well, we're actually, if you look at our ARR, we'll be close to 20%, right?

Year over year, which is pretty good given how big we are and we're still growing at a fast pace.

We've got a good foundation and right, continuing to build on it.

So it's both.

You see that in our net dollar retention, right?

We're able to actually land in accounts then, right, expand them with the different products.

We actually have come to market with a new platform called Clarify.

Clarify actually brings together a lot of the different assets that we had independently within the company over the last four and a half years to really deal with the two major issues that are happening in restaurants today.

One is this fragmentation issue.

Restauranteurs are just, they're tired of it.

They're willing to, like I said before, sacrifice functionality for simplicity.

The second thing is, in order to run a really good, successful restaurant, you've got to have a great product and great guest experience.

If you do that, you get satisfied customers.