Mammon...why self-censorship?
On one hand no reason, competition could ask them.
On the other hand, just liestening to how he hesitates, hummms, etc. could give clues.
Mostly, this CC can be good, but it can't be bad. We've been waiting for Q3 and Q4 not for what happened or didn't happen April - June.
I'll only start worrying when I see other companies selling what Wave is selling....and it isn't happening yet.