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  "documentTitle": "AerCap Holdings (AER)",
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  "authorName": "David Einhorn",
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  "presentationDate": "2015-04-07 00:00:00",
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      "text": "Even growing 30% over last year's depleted base could be a challenge because in the first quarter athena announced just one small contract.",
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      "text": "What does this mean for overall bookings? We know that enterprise bookings were slated to be 50% of total bookings in 2014, so if these bookings declined 83%, overall bookings were down in 2014 versus 2013. Again, if athena resumes 30% bookings' growth off the lower base, it won't return to 2013 levels this year. Even growing 30% over last year's depleted base could be a challenge because in the first quarter athena announced just one small contract.",
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      "text": "Source: Greenlight calculations for new athena collector enterprise customers based on athenahealth press releases.",
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