Ann: FY17 Results Investor Presentation, page-42

I agree with your comments here.
Not sure about others but it appears to me they are shifting revenue models just so slightly.

A lot more focus now is being commented on owning the data stack.
This will also involve the algorithms and so forth that enable the data to be displayed in a nice legible format.

Previously IMO it was more on the number of units sold or on under plan.
The data stack was always there just in the background.

So for me the big question is how much is this data stack worth and how are we to derive an income from it.
Where is the business plan around it. This is what needs to be expressed to holders.

Big Data is Big Business but it is also a black art. Until it is clear how the cycle of recording, storing and selling this data is explained and we can see benefits (income) from we will be at the hands of the bears.