Yeah I'm wondering why it's happening now. Is there an indication that fraud is going up, and that's why they're raising the fee? Given the percentage increase, it would have to be a pretty dramatic increase.
Did they IPO when I wasn't looking? That is, what's different about this quarter versus last quarter? If the answer is "things are going worse this quarter than last quarter" then that's the nugget I was looking for/wondering about.
Who would be in the market to acquire them? This is the sort of thing I was wondering about. I had heard they were planning to IPO for a while, and thought perhaps that 'optimizations' like this might be an indication that things were heating up.