The challenge for me is that they're seeing both top-line & bottom-line decreases across every segment/geography. 

Per their reports they expect it to take "several quarters" of negative effects on revenue/earnings with increased demand generation expense before they're able to see positive business results. 

I just think it gets worse before it gets better (even from what appears to be a discounted position based on historical share price action). 

The only plus side until they figure out how to right-the-ship is that they'll continue to do share buybacks, which will artificially prop up the share price as they experience turbulence.