RE:RE:RE:RE:RE:Expectations gudisgood wrote: longrun86 wrote: I am focussed mostly on the operating performance this Quarter.
My wish list would be revenue north of $68 million and operating EBITDA greater than $15 million.
Adding to my wish list, I would like an update on the guidance as well as some insight into capital allocation timing.
Hope you are all enjoying the summer and getting in sone quality family time!
LR
Seems like you got your first two wishes! :) Happy for you, haha.
Exactly - and then things get a little cloudy ... but expected.
1. Great revenue increase
2. Costs going up as we return to the field and they increase R&D activity
3. Record amortizations of intangibles (or what seems to be record)
4. Financial assets hurt us unlike the same quarter a year ago - expected
5. Foriegn exchange turned around this time.
Can see the amortization effect in the large EBITDA number.
Guessing that's the worst of the financial investment hits for a bit - hopefully that's bottomed out with the markets.
More fence sitting - but expected - until operations is the main effect and the obvious growth driver on the numbers. IMO.