[tptacek]

You may not have thought this out. Why would an upwardly-revised bot count number, even a drastically revised number, tank Twitter's value? Click fraud has been an open secret for decades and did essentially nothing to harm Google's financials. People who buy large blocks of Twitter advertising do so for outcomes they themselves measure financially, not based on synthetic metrics.

If you don't have an especially clear answer to how that revision would harm Twitter's bottom-line numbers, my understanding is that you'd have essentially no hope of convincing the Delaware Chancery Court that a "material adverse event" had occurred. And that's, of course, before you get to the fact that the numbers we're talking about are hedged in the SEC filings.