I listened to some of the CC, the opening and CFO's financial stuff, then the painful guidance, missing it by some 8%, a lot.  The references to "lumpiness" on several occasions is leading me to believe the company is basically saying that 2016 will be tough. I missed the reference to Dislodging established customers, I will read the CC transcript to get the context.

Part of me fears that where there is one roach there must be others, and judging from their cautious outlook, I am inclined to think it is possible.  However, if I were Fallon, I would have taken this opportunity to clean the slate, air all the dirty clothing and low ball everything to easily beat when this quarter  earnings are released.  Painful.