hmm, not sure what to make of this tweet from PB
"In principle, financial terms are not part of announcements because customers don't want, and we don't want to release competitive info "
Other companies don't seem to have a problem in releasing financial terms of their contracts with companies even if it results in competitive info. All this clouded information leads to uncertainty, and not knowing whether you have an actual revenue contract with upfront money, or spread across the term, or just a trail deal.
I hope both PB and his client change their opinion on this issue. Obviously we will get the financials at some point when the quarterly statements get released, but i don't think the market will want to wait in the dark for that long to see if something is real.