If it's a revenued contract then it does matter to their future. You will see why next week when the Q1 report comes out with falling DELL revenues again. Any contract in this space they don't get matters, especially with the big language your CEO has used for years, business in hand, pipeline, best of breed......
It's amazing to me how for years so many sharholders have kept their eyes focused on the big prize while these types of deals are downplayed as insignificant.
A few more captures of these types and maybe this company isn't staring down the barrel of a second RS which will surely be a 1:4 or ammended to a 1:5 IMO.
It's significant because this is an enitity not using the product in a space they have spent their time trying to convert into business.
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