I think I agree with your explanation, but I want to clarify that revenues may actually seem to decrease, with their "new" revenue recognition rules. As far as I know, they didn't actually restate historical quarter's revenues (i.e. we don't know what they would've been if revenue had been recognized correctly). So we may see a decrease in the first quarter when the new rules are applied. After that, the deferred revenues will help establish a nice growth trend. JMHO.