Here is the transcript from a conference call held earlier this year with financial analysts. I won't report which CAD vendor said this, but this is the kind of talk that prevents me from becoming an accountant:
So, the $50 million just to be clear, are a series of very specific enterprise customers, very specific ones that we're going to get on a consumption-based model, basically. And these deals, again this is $50 million. Think about it this way. Think about them being in the forecast, this $50 million, where there's a big chunk that would have been revenue up front, and that was part of the $50 million. And there would be some that would be recognized over time naturally if they had licenses and subscription. But there'd be an upfront revenue recognition portion. It would have been in Q4, would have been $50 million, okay? Now it's going to be-- And those deals-- So just to give you kind of a specific example, just imagine it was one customer. Imagine it was a three-year deal. And imagine, let's say, $40 million was -- or $30 million was -- a license and $20 million was subscription. You would-- You can do different math. In this particular case, if it was one customer, it's $50 million of upfront revenue recognition, and all of the other stuff would have naturally gone to the balance sheet anyhow. We're taking $50 million that would have been upfront and pushing it out, so.