SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Wind River going up, up, up!
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Peter Church who wrote (9274)3/3/2001 4:20:26 PM
From: peter grossman  Read Replies (2) of 10309
 
`Royalties revenue was strong this quarter at $36.0 million, up 39% in a single quarter.."

As I recall, the previous royalty figure was sequentially down from the then previous quarter. Does anyone have the three reported quarterly royalty figures?

Perhaps royalties are seasonal; perhaps they are paid at the end of WIND's fiscal year; perhaps different verticals are only now kicking in, etc.

Is there any way to extrapolate from the published royalty figures, and anything else known about their make up, to impact on the lily ponds, or projections of non-lily pond royalty?

Potentially, this royalty figure is by far the most impressive and telling figure in the conference call. OTOH, I thought that by far the least impressive was the .06 earnings guidance for Q1, half of analyst estimates. Any thoughts?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News