[QUOTE="blobbie, post: 27376035, member: 121260"I feel it would be helpful and positive if BIG were to highlight the specific reasons for the deferred revenue.[/QUOTE]
I'm not sure you understand how this business works, Blobbie.
The deferred revenue exists only because it is accounted for as a subscription, even though clients pay upfront. If anything it is a very conservative way to account for your revenue, not the other way around. Hence the negative market reaction.
Does it make sense to you ?
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