2017-Q3 negative growth is NOT such a scary NR...Could I suggest that we focus on D-Box fundamentals, and calm down those who freak out from this single negative quarter? For many years, this is a fast-growing firm steadily moving forward into worldwide commercialization of their major products, based on theatre seats. Then came training simulation support, and more recently virtual reality.
First, they were alone and leading their market niche, but they now have direct and indirect competition, but this has not yet slowed down their growth, up to now…
Second, this growing small business, because it’s still a SME, is active on international markets, facing various regulations, cultures and trends. China seems to be very receptive to their products and it’s the largest growth potential for D-Box. North American and European markets are not as promising as Asia, with less population attending theatres, much more people being connected to Internet or cable at home.
Third, this is not the first time D-Box has a negative growth quarter, even if it’s an exception. It happened in 2014-Q1 and 2015-Q2 (see attached tables), though very small negative results. D-Box has pretty well explained this 2017-Q3 slow down, and we shall understand that the next quarters will benefit from these deferred revenues.
Thus there is no matter to be crying and yelling at the moon, tearing off your shirt and selling your shares. No real sell-off occurred on Friday Feb. 10, and probably nothing worst will occur the following week.
As you can see on the two tables attached to this post, 2017-Q4 should bring revenues between 10 and 11 M$, as Q4 has always been the strongest quarter for D-Box. For those bla-blas and other worried posters, just take some nice fresh air and let D-Box do their job with all their new employees, ready to deliver their large inventory as soon as their customers send an order.