The presentation was illustrating the market size. It was not suggesting the expected revenue for this quarter or even next year. For someone who likes to talk generically you would know that many companies illustrate the market size to investors in their presentations.
No revenue was received from Overpass last quarter as it was only released this quarter. Therefore any revenue is in fact a net positive and is not kicking the can down the road. What Gary was trying to convey is that large revenues will come in time. Isn't that reasonable considering it's a new service that hasn't built up a user base yet?!
Why posters are fearful for the next 4c is beyond me. There is clearly growth in the cash receipts, and as the sdk usage is increasing its very reasonable to assume cash receipts will be higher in the coming 4c. Plus now we are getting revenue in from Overpass which wasn't in the last 4c. Though I guess we shouldn't let that get in the way of a good scare campaign
GLTAH
Ann: Freeway Overpass Market Update, page-89
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