"My guess is a 4C showing lots of cash out and little cash in,...

"My guess is a 4C showing lots of cash out and little cash in, with an accompanying commentary explaining how all the recent contract wins required big up front spending."

Perhaps a 'change in revenue curve'?

Their will definately be plenty of commentary behind the figures. We all know their is upfront costs and upfront revenue. But the gap between the two will be large or we wouldnt need La Jolla.