Hweb....SEAC.... Don't forget this comment in the cc call:
Analyst: Hey, guys. Thanks for taking my questions. Just looking at the Framework deals, now that you've had another quarter under your belt, are the size of these Framework deals in line with previous expectations? Or are they tracking bigger, smaller than what you had initially thought?
Yosef Aloni: Hey, Jaeson. So they are in line with our plan. So the number that we have announced is a significant win. In addition to that, we have additional wins, which are not significant at this stage. They will be significant in the near future.
I think it means Q4 takes care of a lot of the problems that the market has. It will show revenue growth + the additional cost cuts from the restructuring charges of Q3 should emerge in Q4. Higher revenue, higher margins, and lower expenses are a nice combo.
