Livetiles has significant tailwinds.
1. Covid, WFH, Digital transformation:
In US, there has been a huge increase in the number of companies that have allowed their employees to work from home permanently. Optus has also recently announced that its customer service department has been allowed to work from home permanently. I think this trend will continue. Hence, there is a strong need for intelligent intranet software that allows employees working remotely to collaborate and access information easily especially for departments such as customer service. 
2. Shorter sales cycles:
With covid, companies are rushing towards digital transformation and making investments in intranets, collaboration/communication softwares like MS teams, slack etc. The managment also mentioned that it is seeing a drastic reduction in sales cycles. 
3. MS Teams, sharepoint, office 365: The microsoft partnership is a huge one. I think live tiles can ride on the Microsoft assets like MS Teams, office 365 etc.  The word "teams" was mentioned a number of times in the quarterly call and in the Q&A session. 
4. Recognition from Gartner and Forrester: There is increasing recognition of Live tiles products and capabilities by the industry. 9 out of the 14 new customers that were mentioned were global players. This is a really good sign. I think livetiles is getting bigger clients. 

I think the next quarter will be a surprise for the market.