they arent going to make any dough in the first report, that is...

they arent going to make any dough in the first report, that is certain. they will probably avoid info re take up and adoption as well, i.e. how many 'add on' packs, % take up rate, questions they will conveniently avoid. Such questions will expose their business model. They will reiterate blue sky e.g. 30,000 wheels and 160% revenue growth figures and reiterate possible 4th quarter cash flow break even. They will try to play up the industrialization angle in a vague fashion.