RE:EPS & Revenue numbers for this FridayI'm ready to give my estimate. It's always interesting to see how close we are:
Revenue: $301 million (well above the street estimate of $265 million)
EPS: $0.07 (again, well above the street which is negative $0.02 to $0.00)
I think SAF will decrease by less than many think. I belive it will decrease by about 25% over last quarter.
I also think there will be a nice financial surprise. Something unexpected. Maybe a better RADAR result or more revenue from QNX, AdHoc etc.
I also think Chen will let the cat out of the bag on some new news. A big RADAR customer win, or soemthing like that. I also believe Chen will reiterate that BlackBerry has turned the corner and investors can start to expect to see some real traction moving forward with a ramp up on revenue in the coming quarters.
Anyone shorting BlackBerry is either insane or has big b@lls.
I'm looking forward to the next SP spike with a higher overall SP afterward (once the dust settles and the bears retrace their tracks and prepare more FUD for the non-savvy investors).
Good luck - It should be another great day to be a BlackBerry LONG investor.