I'm not arguing one accepts whatever happens, I am saying it is difficult to provide guidance without knowing what the values are.
You assert small deals may have closed (and I'm talking specifically VSC) and they may well have, or not. In the absence of any closing and perhaps them still being viable one ends up with a 0:0 for the key decision maker, which for me is uncharacterizeable.
It seems you are saying they gotta say something, that a flounder is unacceptable, that's a reasonable position. My position is that the pipe lacks the maturity to determine the ratios you speak towards, and these are the ratios that afford rational guidance. Sure, one could just adopt and apply some sort of industry ratio notions, but until demonstrated that has nothing specific to do with Wave and would strike me as a reckless approach to guidance.
I definitely agree that showing up at the Q2 CC empty handed (my ongoing concern) would not be desirable. I think I said in the past the outcome could be "punishing".
We'll know soon enough.
The above content is my opinion.
