Yes, I was very happy when I heard their language around...

Yes, I was very happy when I heard their language around reducing specific details. The days of frequent updates and over supply of details on every deal are hopefully done.

AR9 needed to start protecting the information about their customers and stop announcing such specific details of user numbers and costs. Releasing these details removes their competitive advantage when it comes time to negotiate their offerings. The constant drip feed of this information might have made short term traders happy because you get a quick bounce, but it only gives the future customer fuel to argue cost limits based on previous sales. In the world of software sales, the supplier needs to retain asymmetrical information control, where this is lost, it becomes a race to the bottom between offerings.

Great news for long term holders!!

Sorry to emotional investors as you will have less frequent assurance of your decisions.