You read it correct. You have to consider revenue vs. sales. ATV...

You read it correct. You have to consider revenue vs. sales. ATV sells software licenses and some customers pay up-front vs others that pay monthly and so revenue can vary by multiple millions QoQ depending upon when the large sums land. In Q2, sales were way up but that doesnt reflect in revenue until the software is delivered and delivery in our case can take many months of effort. In a SaaS business, sales and revenue are almost identical because customers pay on consumption but for ATV, revenue and sales can vary markedly.