BlackBerry Ltd T.BB

True Cybersecurity growth Year over Year...is 35% YoY :)

[theRussian]

So Blackberry didn't breakout into two seperate segment until June 2021(1st Qtr). So how do we compare year over year when the March 2021 (Q4) was all under one segment (Software Segment $165m). 

So i wen't back and looked at the June 2021 cyber security breakout and it was 107 million. So lets say if we were to reverse and go back one qtr to March 2021 it was $100 million for cyber security out of the 165million reported. Well it's not exactly correct because if we assume 100m for CyberSecurity then we have to assume 65m for iot...which is not true because iot was like 43 million in quarter after(June 2021)....so that would be huge drop and that's probably not right. 

So lets assume 100m in Q4 (March 2021)...so Chen guided $125-135m for March 2022. If he comes back with 135M(HE HAS TO BECAUSE LAST QTR IT WAS $128 AND WE DONT' WANT TO SHOW DECREASE SEQUENTIALLY!!!)

OUR CYBERSECURITY IS GROWING AT 35% YEAR OVER YEAR IF HE COMES BACK WITH $135M FOR CYBER THIS YEAR. Which is not bad..it's a growth!!!

[theRussian]

That deserves minimum 10x sales!! iot is growing at 35% also...so minimum we should be at $20 a share.  Now that we are kicking in full gear with John Giamotto i thin we're about to see mother of all growth this year.  I would be surprised if we start growing at 70-80% year over year!! At that point market has to give us like 20x by end of year.  no one knows how to truly