Tuesday, September 30, 2014 1:17:53 PM
The other reason is that in the early stages, revenue can be very "lumpy" in these kinds of companies. The timing of deals can make the difference between an outstanding quarter and a modest quarter in the early going. If management is looking to flatten out the stock performance and have a nice smooth upward path, they will put a lid on both the good and the bad until there is enough critical mass, that the wins and losses don't have as much affect.
We know the deals are out there. We likely will never know what they amount to though individually. In sum at the end of each quarter there will be more "colour" on this, but I would not expect a lot of detail.
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