The important thing to realize is that they're a services company, not a software company. A services company that has lots of people who use software to deliv

The important thing to realize is that they're a services company, not a software company. A services company that has lots of people who use software to deliver (somewhat) useful conclusions from data. I don't think they'll ever be "stamping out software" with its associated margins like a SaaS or traditional software company.