Post by
cabbieJBJ on Mar 15, 2024 1:13pm
results
I will await an opportunity to listen to the replay before any broader comment beyond what I already posted on margins. I missed a big chunk.
However, the comment in the Q&A that the USD$520M backlog would contribute ~70% of the F24 revenue goal and that renewals within the master contract (which are virtually certain, but not counted until sign off) would contribute another 15% - 20%. With 85% - 90% of fiscal 2024 revenue booked, investors can look for upside surprises as new awards are announced.
All in all, a good report. Watching for analyst comments and target changes, if any.
Comment by
zutfie on Mar 15, 2024 1:42pm
Quarterhill Inc. (QTRHF) Q4 2023 Earnings Call Transcript | Seeking Alpha