How many Qs does it take to make a trend? I think more than just 2 before concluding growth is slowing. You could find yourself missing the boat or in loosing position if short when they announce next Q. They're in a fast growing technology sector that has just now begun to grow due to slow migration and acceptance of cloud computing, but the shift is starting to take place. My company still has an IT department and run our own data center, but we are just now looking to migrate to the cloud, only now after a few years of this technology being available. A well run company with smart people at the helm always find a way. Just my opinion.