You can't go on adoption alone. You have to look at their balance sheet, and the whole point of the article is that their balance sheet and future sustainabilit

You can't go on adoption alone. You have to look at their balance sheet, and the whole point of the article is that their balance sheet and future sustainability is reportedly not so hot. Although to be fair it does end on a non-fatalist note that leadership may be able to tweak the business into something less grandiose and more oriented towards grinding out a profit on a better-than-average commodity product.