Envivio (ENVI) -39.5% AH after warning it expects FQ2 revenue of $10M-$11M, well below a consensus of $17.7M. The provider of "TV Everywhere" hardware/software solutions blames (what else?) soft service provider capex in North America and Western Europe. The news could have negative implications for Synacor (SYNC), whose fortunes are also heavily tied to TV Everywhere deployments. Envivio is now down 62% from April's $9 IPO price.