Didn't see this one coming..A new multi-year licensing deal with Samsung on a recently acquired patent portfolio?
Who here can claim they saw this one coming? I'm actually impressed at the relatively quick turnaround time for WiLAN to begin monetizing their DRAM chip patent portfolio. JS said that they are aggressively pursuing other clients for licences and we will read about more signings in the coming days, weeks, and months.
So we can expect to read of more nice surprises as we move forward. Now that's what I'm talkin about! Revenues may have spiked in this quarter but with the consistent flow of license signings - old & new - I believe WiLAN is on the cusp of a strong revenue growth track. By not providing any future revenue guidance JS is acting under the direction of the Big Boys IMHO as they don't want to give anything away while they continue to scoop up the low-hanging fruit of cheap stock for as long as they can.
This has got nowhere to go but up from here IMO. Today's blip will be just that - a blip.