I think it's more like: investors permanently unhappy because they were promised ownership of God and now we're built out they're getting a few percent a year instead at best. Squeeze extra hard this quarter to get them off the Board's backs for another couple of months.
Investors are never happy long term because even if you have a fantastic quarter, they'll throw a tantrum if you don't do it even better every single time.
Option 2: Ad data
Option 3: None of the above
I'm going with the first two because I like to contribute my data to help out a trillion dollar company that doesn't even have customer support :)