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Quarterhill Inc T.QTRH

Alternate Symbol(s):  T.QTRH.DB | QTRHF

Quarterhill Inc. is a Canada-based company, which is engaged in providing tolling and enforcement solutions in the Intelligent Transportation System (ITS) industry. The Company provides end-to-end mobility systems to some of the tolling authorities in the United States, including in Texas, California and Illinois through Electronic Transaction Consultants, LLC (ETC). ETC’s core products comprise the riteSuite platform, a scalable and customizable cloud-based tolling and mobility solution. The platform has applications for the roadside and back office, with strengths in vehicle identification, tracking, dynamic pricing and interoperability amongst agencies. The Company’s wholly owned subsidiary is International Road Dynamics Inc. (IRD), is a multi-discipline, technology company and provider of Intelligent Transportation Systems. It provides integrate ITS technologies into systems designed to solve and challenging transportation problems.


TSX:QTRH - Post by User

Comment by cabbieJBJon Jun 02, 2022 12:37pm
328 Views
Post# 34726877

RE:RE:Apples vs Oranges

RE:RE:Apples vs Oranges

You could be very right Socrates regarding the Apple license and a Wilan sale.

I;ve asked several times, in different ways, regarding the Apple license and it is clear that Apple may be holding a sword of Damocles over Wilan's head if the terms of the deal are leaked out.  QTRH is, imo, paranoid over this.

The question then is, WHY?

Certainly, it cannot be money, as that seldom is an issue with Apple in its litigation settlements.  Further, the inital cash inflow from the Apple deal is easily identified in QTRH's Q1 financials.  That leave one main thing imo.  Apple does not want to have any information disclosed that could undermine its business strategy. 

The answer is USB-C.  USB-C  will soon be a standard in Europe.  Wilan has strong IP that it acquired from Western Digital (I believe).  As no such USB-C units have ever been sold by Apple, such a license would be a running royalty and, as I understand the accounting standards, it would only be taken into revenue when the units are sold and reported.

Food for thought.
 

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