RE:revenue beat, ebitda beat...I agree with you. I don't think they "missed" it at all.
I just read the RBC report recapping the earnings, and they have consensus at 1.05 EPS, and one in the group had the estimate at 1.33 which was an extreme outlier and increased the consensus by 0.06 cents.. so taking that into consideration..
Also, RBC had EPS at 0.94 so in their eyes it was definitely beating their expectations.
We will see what happens though. I feel like everyone wants them to over-deliver, so to just 'meet' expectations might not good enough for some! But in the long run I think they will do very well. In it for the long run anyway!