*alea, on sub major upgrades ...
you know, the bank. There was a time that by my math that 'large southern bank' that was supposedly huge but doing things at a sub8k incremental fashion simply was noy buying anything. nobody was, backing things out was leaving zero or less (less of course an error in assignment on my part) but the whole slice had gone completely dead.
so, it could be as simple as the bank and maybe one of the regional govs coming back online, or some NHS activity?
* but as the 8k threshold for me is 10% of q revs in a single deal (or about 700k, and obviously they are not bound by this) then coming up with 1.5 does require splitting it at least a few ways.
Were the number to reach 2 or 3 over the next couple Qs, it becomes increasingly difficult to explain it as anything other than breadth (in the absence of a corresponding 8k)
The above content is my opinion.