@mardo - I agree they are wanting to give a full 3 months from one ACV figure to the next. That makes total sense and will provide a good period of time to use to gauge growth.
What doesn't make sense is the early release of the 4C with no explanation as to why it is out now and why it has been separated from the ACV figure. Along with no explanation or commentary around the cash receipts at all, other than stating that they are up by 350%, no make that 250%! Are the receipts made up of a large amount of prepayments or is it primarily billings from the March quarter itself (much better for ongoing revs).
They have historically been a last day of the month releaser of their 4C or very close to it. That's the oddity here.
@mardo - I agree they are wanting to give a full 3 months from...
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