Cash flow positive will certainly be a big milestone when it comes, and likely quicker than most expected this time last year! I can't imagine that there would be too many that will be upset if these surplus funds are re-invested into areas that will continue the growth story.
Just to clarify...should the revenue from (3) above be identified as 'Parse' or more accurately 'Alternative Data'? Parse is likely to be producing much of the data to be sold initially, but I imagine over time the sources of the data into the Buddy Platform will be many...Parse, Ohm, other products currently in development...all combined, made anonymous and sliced and diced to the specifications of the big-data consumer...
Here's a really interesting white paper on what needs to be considered to successfully sell your alternative data to customers: