The markets expectations are very important. And there is plenty of evidence for what the numbers will be. The run rate will be close to the same in terms of expenses, and there is I believe an expectation of a roughly 30% increase in revenues from the last quarter (which of course are drastically reduced since the date of acquisition). Any thing better than those could cause a pop, anything less could cause a drop.
But the “expectation”, set by Rory is that they will be up? The question is what does “impressive” mean? 10%? 40%?. Sound Concepts was doing $4 million per quarter when it was acquired? Are they back to that level 2.5 YEARS after the acquisition?