2 days until Q1 earningsWhile this won't have Samsung yet (Q1 is Jun15-Aug15) it will have ALL LG TVs for the entire quarter for the first time. Even during a seasonally slower period I expect we could see a nice pick up in Q1 (% revenue growth higher than Q4). If we do, investors should quickly extrapolate into Q2 (Sep15-Nov15) and anticipate further positive impacts from Samsung as well as an overall pickup from fall and Black Friday. Not to mention the huge increase in new releases that have been coming up during Q2.
Cautiously optimistic...