Like others said, it looks better next quarter than a bunch of new projects. Short term gain vs long.

But also, their expenses from all that hosting and usage are high. They’ve masked it creatively, but that only works so long.

Maybe they’re trying to make their balance sheet look less catastrophic in the short term (again, at the expense of the long term).

Whatever it is, that will be the underlying theme. Things must look good immediately, at the expense of sustainability.