Q: What is your view on the change in leadership at Lightspeed and why the interim appointment of Dasilva? Thanks.
5i Research Answer:
With weak execution and stock performance, someone's head had to roll. It is quite common for a founder to return as CEO when they do not like what is happening at the company. We would consider it a positive move but not massively material. There still needs to be better execution here and time will be needed.