It seems like there are quite a few people who post here who are expert at giving others investment advice, especially along the lines of sell and go away. When they read something they don't like.

My understanding is that it's virtually impossible for Mr Kay to know when revenues will hit the books, sometime in the future, yes, but not any specific Q. This new-ish business model, which relies completely on re-sellers, would seem to make it impossible to know.

After the deals are signed, our re-sellers have to make sales, which take an unpredictable amount of time and are for unpredictable amounts. Then, their terms with they buyers are whatever they are, then their terms with SFOR are whatever they are. How could anyone know if revenues will be realized in any particular Q? They'll be here when they get here and everyone has to be satisfied with that, or not. Pointing that out is not inherently negative.

Now, if only we could charge upfront franchise fees.