Hedge fund investor here chiming in for all of you financial wizards. Hint: don't look at EBITDA. Look at (Atlas) revenue, billings, (current) remaining performance obligations, and operating cash flow. On cash flow, some people decide they want to subtract stock comp (i.e. don't add it back in the GAAP Net Income > OCF reconcilation), but that's a whole other philosophical debate that the investing community has not settled on.

Can someone tell me what their licensing changes are?