Ann: 4Q20 Cash Flow and Activity Report, page-7

Well, the market doesn’t know what to make of it.
I’m disappointed that the surge in freelancer activity is not flowing through to revenues as strongly as I expected. It is something I hope is addressed on the call.
Escrow had an amazing quarter, much better than I expected, and with watches still to properly roll out.
And it sounds like the enterprise stuff is working but slowly, which is my expectation. It’s an exciting segment, but will take a year or two to hit its straps.

I would not have liked to be the person who had to tell Matt a $1.1m payment was delayed. If it had made it by eoq I would be a lot happier with the results, and would be ignorant that the freelancer volumes aren’t pushing through to revenue - so it now gives the chance for some scrutiny on the marketplace numbers, and why they aren’t growing as quickly.