I think it was to do with some number fudging about billings or subscription revenues from previous quarters. And only 3 months ago the forecast number of customers was upgraded to 150 by end of June. It is now sitting at 40. That seems like the same number when the forecast was issued. Way way off the mark.
On a side note, someone last night have brought to my attention that JP has deleted all his social media accounts. He has gone covert now - probably too many public smearing.
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