RE:Q4 numberS7research wrote: For Q4 number I would expect Canaccord to be at the right level.
They should have much insight now.
They projected only $ 2.987 mill.
So don't get your hopes up.
Remember supply chain problems were solved in Q4, but we still had problems in first part of Q4.
Canaccord estimate $ 20.205 mill. for 2018.
I understand the reasoning for you expectation, but they did 2.5 Mil in Q4 of Last year, and that was with the vast majority of revenue coming from only Two products: The Rift and the Vive.
Unfortunately, Canaccord will very likely be wrong here. Are we to imagine that we will only make $500,000 more this year when there are now Seven VR headsets being sold with our chips rather than five?
Not to mention last year, the two headsests that garnered us $2.5 Mil cost $600 and $800 a piece.
Now, most of the 7 headsets cost an average of between $200 (during sales) and $400, with the exception of Samsung.
I find it incredibly hard to believe that Seven less expensive headsets sold into a market with vastly more content This Year will only garner $500,000 more than Two much more expensive headsets did into a barren market last year.
My expectation is closer to $6 Million.