归咎于不同的原因，但你读了二季度电话会议，他们说的是，我们要上调营收指引，或者说我们会落在营收指引的高端，但我们会落在 EBITDA 指引的低端。然后你继续往下读，他们谈到，我们有很多业务的增长速度比整体业务更快，但很多业务的利润率更低，或者有一些其它情况。
这在某种程度上影响了营收和利润率。他们有一些业务是记录支付方而非商户，所以入账的毛利率要低得多。
blame different things, but you read the Q2 call, right? And they say, "Hey, we're raising our revenue guide or we're going to come in at the high end of our revenue guide, but we're going to come in at the low end of our EBITDA guide." And then as you keep reading it, they're talking about, hey, we've got all these businesses that are growing quicker than our overall business, but a lot of a lot of the businesses are lower margins or they've got some things. Now, this is partly influencing the revenue and margin. They've got some things where they're the payment of record versus a merchant. So, they're booking it at a much lower gross margin.