These are BOOKINGS increases, not revenue increases
Author's note: I asked Infor for clarification on the comment on growth and it turns out I got the stat wrong. These were quoted as software and SaaS subscritpion BOOKINGS increases, not revenue growth. I have corrected the story and noted the change above from the original. The link to the 10Q is informative, so I appreaciate you sharing it. Infor is still private, but debt issues apprently require SEC reporting. Infor revenue was down, as noted, in the last quarter, while over the last nine months revenue was up about $23 million on a base of about $2.1 billion (just over 1%) over those three quarters. That's not as robust as the quoted bookings trends would seem to suggest.