Dig..well said. Next cc call should provide clarity on science projects, cost cutting and sales. Seems many posting have strong assumptions on what's happening inside Wave.
I think many staff members let go, but companies don't announce a negative if not required. Same with shuttering a science project. Project failure nothing you PR. March cc is appropriate time to update so properly spun
Bill is a Military guy who by training doesn't talk, just performs and let results speak truth. His clearance level for military secrets shows his lips are tight. Add Wave selling security solutions, which when adopted, clients don't want attention on their strategy. That's protocol for most unless SEC rules mandate.
IMO, Wave is in "show me the money" mode and my guess is Bill's building a strong foundation of revenue via small to med enterprise customers. Big deals will come too, but a good leader doesn't bet the company future on closing mega deals. DOD comes to mind and look how that worked.
I think we'll be surprised how much cleanings been going on at Wave to cut costs. The facts will be in the numbers and guidance by Bill. Till then it's just guessing...