Wednesday, May 13, 2015

[Avid-L2] Re: OTish: In Case You're Interested

 

" I suspect these are the numbers of people who have dipped their toe in the water of monthly subscriptions. "


Rather poor wording on Avid's part, eh?  I tell you, whoever is righting these Investor Relations releases better go back to school.  How do you quantify "excitement" to an investor?

So should we believe the 100,000 number too?  Does your confidential information confirm that the 8,000 are "toe-dippers" or what?  Perhaps this is just a Q1 2015 number?

However, I do agree that the 8,000 number is absurdly low if we are looking at subscriptions as a whole, which is what this release implies.

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Posted by: switthaus@mac.com
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