That would be a touch below the street, as I figured from initially reading the press release.
Seems like analysts are asking lots of questions about margin (via expected opex, etc). Should be interesting their take tomorrow. I suspect they'll all re-it their ratings, and cautiously take up numbers a bit... although that depends entirely on continue revenue growth now given that they are going to be ramping up costs at a quicker pace than was expected.
bottom line so far seems like they're pumping money into the opex side of things... for better or worse.