Oct. 29 at 3:14 PM
$ZDGE Here is my take from the 10k
Everyone knows the negatives.
Here are the positives
1) This is before the 1.6 million in restructuring charges.
If that is added back in we are in the 3 million dollar range for real owner earnings.
2) Looking at the segments on the 10k there is no tapedeck or dataseeds segment in the revenue
This is most likely because the revenue from these didn't yet come in this quarter, which makes sense because this was the quarter ended in JULY. That's a long time ago, this is really lagging data.
Dataseeds was launched in June, so any revenue from it is probably going to really come in next quarter. Tapedeck too.
I think the market was expecting the revenue to be shown in this quarter, and when it didn't they have panicked thinking this is gonna be another failure to launch.
Of course it may end up that way, but the market is reacting too early.
I think basically no new data was added to the picture this quarter, we gotta wait for December at the earliest.
