The issue has been covered well enough today. I explained why I was asking about it again.
It has little to do with Q2 revenues. I think expectations are fairly low for them, with a few exceptions. I am surprised they aren't a bit higher but there is just so much uncertainty about the paying of MLMs and how much revenue activity took place with the app available but without Oracle/Marketo training - that I think the default is to set expectations low, even if many may be secretly hoping for a big surprise.
I think most longs who follow things closely are aware and understand that the MLM issue is a bit of a sore spot and prefer to focus on other things, even while hoping for or even believing all is well and Hawaii is still going to happen.
I was looking for feedback on it and got some. No need to read more into it than that.
I'm long but have plenty of doubts. Will be watching closely this week for further evidence of how things will be unfolding, and how fast they will be unfolding.
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