After seeing the notes that CJ posted I am now almost 100% sure they screwed with the numbers in an attempt to avoid forecasting a 30% year over year decline in revenue. How awful would that look?
They up yearly revenue projections halfway through the final quarter of the year and then miss by $10m? I guarantee that something happened with Halo somewhere between March 15th and April 30th. Management delayed a shipment to avoid forecasting a 30% decline.
Bottom line is that they are losing business and Avid is in trouble. Incredible. The one thing I gave them credit for. You can't do business with just three customers. We need Ronin's people.
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