What's great is 40-45 guidance came early in the year before they had much visibility into pipeline. Now, they announced a huge backlog at the end of March + regular new deals being announcements. They re-confirmed 40-45 guidance in Q1 conf. call All i'm looking for in Q2 call is for them to reconfirm it (hopefully gravitating toward the upper bound). As long as they do it, I feel super confident.