A lot of revenue with the NC product will be coming from...

A lot of revenue with the NC product will be coming from partners or resellers, worldwide. This gets reported at the end of each quarter as Th3flash points out and may or may not be visible to the AR9 accountants until then. So potentially a bit hard to update the market as TNT have just done (who can see their revenue, and also a NC software reseller coincidently).

And as pure speculation, if TNT are up on improved numbers while being one of the (many) resellers for NC software, maybe that's a good early indication of where the results are heading. I guess we will find out shortly.