### Comment:
Word in the Bay Area is that box has been steadily laying off staff for the past 6 months or so. Probably reduced their expenses, which’ll have a positive impact on the bottom line temporarily. I didn’t listen to the earnings call, so I dunno if that’s reflected in the public data.

### REPLY:
they've been cutting staff since last summer at least, but that's not really positive news for them IMO and their bottom line *doesn't* look any better so it's clearly not working.

### END.