Is Azure Hyped?, page-22

Good point. If as Eureka suggests (Alan Kohler is a shareholder) this is a timing issue with revenue skewed to the second half then this is an pop to buy.
Research and Dev Expenses and staff costs are good costs as they increase growth later, so i wouldn't penalise a company doing the right things to grow.
Similarly , when profits are down due to increased depreciation or marketing or advertising expenses , then this can be a good buying opp.