IMO, the key question is "were there any surprises in there?". I think not. The not-so-great revenues for the quarter were expected IMO, and already priced in.
But I KNOW nuttin'!
SGE
PS: re the numbers from Bull and Lego. I believe those licensees were generated out of the new Paris office, and don't reflect much beyond getting their foot in the door and justifying their existence.