Not much innovation I think. All the innovation is about buying companies and stitching acquired products together to get enough cash flow to keep the stock from crashing. It seems very much like old Oracle but with a better culture and work life balance. My two cents.
Lack of rsu refresh and you need something strong to work here after 4 yrs due to your rsu. Work environment is very good and employees are very good. In the end you have to make a call what js important for you.