RE:RE:RE:EPS & Revenue numbers for this FridayYasch,
Total revenue for Q1 2017 (4 quarters ago) was $424M comprised of the following:
1. S&S - $166M
2. Mobility Solutions - $152M
3. SAF - $106M
I am solely focused on S&S revenue as will be the street. Based on management's guidance of 13-15% growth, we should all be expecting around $189M for S&S on Friday.
If in Q1 of 2017 there was a service component in the Mobilitiy Solutions segement (I do not believe there was any), then yes one would add that amount. So ($166 + X) x 1.14 = guidance where X is the amount of service revenue in the Mobility Services number from Q1 of last year. I believe X to be zero.