With its recent press release, RIB Software (RSTAY) [ETR: RIB] has somewhat confused the market pushing its stock down by more than -6%. In essence, RIB reaffirmed its 2019 guidance and published financial guidance for 2020 expecting a very strong year. However, in the second press release, it highlighted that its 2020 guidance is very conservative given ongoing switch from license to subscription-based modes. With this second announcement, RIB unnecessarily confused investors resulting in a negative stock reaction. We believe, the core of the story is still intact and after a