RE:RE:RE:Q4 revenue, part 2, conf call quotesImagine if the market had predictability on revenues.. Licensing skews the results every quarter? Yasch what do you think about them not having a consumer focus for Cylance? You have read my posts I m sure.. How much market share can they gain on the consumer side per year? Say 1/2 of a percent of the total adressable market for billions of consumers that use phones pcs macs?
Yasch22 wrote: So, to tie this ramble of numbers and opinions all together....
1. Licensing-Other for FY/21 will be, roughly, $285m.
2. That means SW & Services rev would have to be -- at the very least --
-- Rationale: $950m guidance minus $285m Licensing = $665m.
3. Q1-Q3/21 SW & Services = $482m.
-- To reach $665m, revenue in Q4 must be $183m.
4. $183m would be a 8.9% improvement over Q3/21 of $168m, but only 7.7% over Q4/20.
-- IMO only, this would be enough to satisfy Bay & Wall Street.
5. Add another $5 or $10m to the results, and I think analysts will understand that BB has sailed a few significant miles back into a lovely blue harbour.
6. Let's get greedy, and say that BB scores revenue of $980 to $1b. Ideally, the higher numbers will be perceived as being due BOTH to the unusual one-time effects of the Huawei & FB deals AND to the growing health of returns in Enterprise SW and QNX (BTS).