...ANY is finally attempting to market direct to end users via VARs as opposed to relying on a "Hail Mary" pass via MSFT. Its will be a slow process but a needed one. The pennies from AZURE product sales are not going to fill the revenue hole with the minuscule margins. With building brick by brick directly via VARS, they could eventually fill the burn rate hole, but it will not be without more and significant dilution which appears to be inevitable.
It would have been more of a confidence builder if ANY had secured the $20 (maybe) million financing BEFORE the call yesterday, but likely the lender was waiting for the company to commit "publicly" to its numbers. Lets see how long it take to secure the commitment and what the final terms and conditions are...including the actual funds committed.
Hopefully for longs the $20M was not a "smoke in mirrors" number to keep SH in check. It was nice to learn after 3 years that "GW...the product" has morphed into "GW...the technology"!