I don't have an explanation for that other than I went through...

I don't have an explanation for that other than I went through each individual announcement and looked at what they were signed up for/platform. As I mentioned, they didn't even release the sourcing platform until end of April, V2 didn't come out until mid July.

My expectations of the upcoming earnings are based around theses events so I'm not expecting them to shoot the lights oit. I'm more than willing to wait for the good earnings to come over next months to year and let them establish the most perfect model that works for these massive enterprises they are landing.