I agree that SA's analysis is often more manipulative than objective and I don't find them to be very reliable. However, the cited piracy issue is a very real concern and that has a direct impact on potential revenue. On the other hand, the principles are not newcomers to this game. It's pretty likely they are well aware of the piracy and (this is where faith comes in) have a plan to address it. Perhaps someone on the CC could bring this up for discussion.
I haven't researched the outstanding warrants being held or their terms and restrictions. But if the SA article did get this right, things could unpleasant if the CC triggers a self-off and the warrants come flooding out of the woodwork in an attempt to cash in while they are still in the money.
As a side note, the upcoming CC scheduled to coincide with the earnings release is cause for concern. Typically when a CC is paired with earnings, 9 out of 10 times it means that earnings came up well short of projections and the company feels the need to explain itself and/or give a pep talk to shareholders in the face of bad news.
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