Lets not get too overworked yet , the larger expenses might be related to the six new signings in late Oct for which billings will not be paid till this quarter.
Look at CVT also selling internet security software with 3 times plus the market cap of NET generating $4000 in customer receipts, no contract signings yet and spent $154,000 for advertising and marketing so based on that NET looks ok. CVT is also running up expenses on staff /admin/corp expenses of $3.3m per quarter compared to 350K for NET.
Plus NET is about to get some anticipated China and US contracts which will put it well ahead of the likes of CVT