If true, this is a good sign for the future of the company, as it means that their revenue metrics are fine. The problem is that they are simply spending too m

If true, this is a good sign for the future of the company, as it means that their revenue metrics are fine. The problem is that they are simply spending too much on activities not related to the business. For tech companies, that usually means spending too much money on "tech" that isn't actually relevant to the revenue-generating business, especially now that the section 174 changes have eliminated the preferential treatment of software R&D.