SSKILLZ and I exchanged emails on this. That was his general concern. My take is that they are profitable in the .04 range with revs of 5 million. They have hit 4.5 million plus in what will be 4/5 quarters after this Q so there is some trend to suggest revenues can be maintained at very profitable levels.
They also have a 3 year record of annualized revenue increases. My speculation is that bringing Farkas on is a primary reason for the margin bump. That was after all why he was signed up in the first place. Those better margins could mean a string of very nice quarters assuming they can continue to sign deals.
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