You could do worse than look at the quarterly and annual filings for Avid from 2007 to date. In FY2007 Avid had revenues of $929M, $208M in cash and total assets of $1Bn. They were however loss making -0.19 per share. In FY 2010 they filed revenues of only $678M, had only $42M in cash and total assets of only $626M and a loss of -0.44. The trend isn't up. Now have a good look at the first half 2011 results. In April 2011 Avids CEO guidance was 2011 full year revenues will range $700-720M and profitability. Following the Q2 the actual 2011 first half revenues are only $327M which points to something in the range of $660M for FY2011. However the operational costs ( R&D SG&A etc) are apparently scaled against $700- $720M in revenue. I'm interested why you think next Q will look so great...as they're going to have to find another $40M revenue across Q3 & Q4 just to get back on plan for FY 2011.
I use and love Avid Media Composer in my work, but unfortunately I fear for the company financially. They are now very cash weak, and quarterly free cash flows have been bleeding it dry. I've really wanted to invest lately, but yikes!