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BrandonS
2021-06-28
welp
BlackBerry Revenue Struggle Continues
BrandonS
2021-06-23
$Tencent Holding Ltd.(TCEHY)$
Still great value
BrandonS
2021-12-26
$Intel(INTC)$
Great time to add more shared
BrandonS
2021-09-24
[汗颜] wrong news?
抱歉，原内容已删除
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href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>Great time to add more shared","listText":"<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>Great time to add more shared","text":"$Intel(INTC)$Great time to add more shared","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698458824","isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":863466208,"gmtCreate":1632413048404,"gmtModify":1632729637022,"author":{"id":"3575159626901977","authorId":"3575159626901977","name":"BrandonS","avatar":"https://static.tigerbbs.com/959bd9dbb0e5adadd0d9c51852222de3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575159626901977","authorIdStr":"3575159626901977"},"themes":[],"htmlText":"[汗颜] wrong news?","listText":"[汗颜] wrong news?","text":"[汗颜] wrong news?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/863466208","repostId":"2169084669","repostType":2,"repost":{"id":"2169084669","kind":"news","pubTimestamp":1632384000,"share":"https://www.laohu8.com/m/news/2169084669?lang=&edition=full","pubTime":"2021-09-23 16:00","market":"us","language":"en","title":"OPEN Health Acquires ARK","url":"https://stock-news.laohu8.com/highlight/detail?id=2169084669","media":"StreetInsider","summary":"LONDON, Sept. 23, 2021 /PRNewswire/ -- OPEN Health has today announced the acquisition of London-bas","content":"<html><body><div>\n<div>\n<p>LONDON, Sept. 23, 2021 /PRNewswire/ -- OPEN Health has today announced the acquisition of London-based agency ARK. ARK has a unique approach to delivering data-driven, digital-first creative campaigns. Integrating the ARK business with the OPEN Health Group further strengthens our global creative, digital-first resources, and our ability to offer our global clients measurable omnichannel campaigns.</p>\n<div>\n<p>\n<img src=\"https://mma.prnewswire.com/media/1586361/OH_Logo_Main_Logo.jpg\" title=\"OPEN Health brings together deep scientific knowledge, global understanding, and broad specialist expertise to support our clients in improving health outcomes and patient wellbeing. (PRNewsfoto/OPEN Health)\"/>\n</p>\n</div>\n<p>In terms of scale, the acquisition means OPEN Health will now consist of 875+ people in 16 locations across 6 different countries including the USA, UK, The Netherlands, Germany, India and China.</p>\n<p>Dominic Marchant, Founder and Chief Creative Officer of ARK, said, \"Over the past three years, we have proudly grown both the core ARK business and the ARK Comms sister agency to ensure clients receive data-driven campaigns where digital is truly integrated. In joining OPEN Health, we are significantly expanding our geographical reach and will be able to work with the expert in-house digital team to deliver a wider range of omnichannel creative services to our clients. We very much look forward to working with the OPEN Health management and Amulet teams to contribute to the long-term growth of OPEN Health.\"</p>\n<p>Rob Barker, CEO at OPEN Health comments, \"We are delighted to welcome ARK into the OPEN Health family – this is a strategic acquisition to enhance our already excellent creative and digital capabilities, further supporting our unique range of offerings and opportunities for innovation to support industry change and growth.\"</p>\n<p>OPEN Health is a portfolio company of Amulet Capital Partners, LP, a US-based private equity firm focused exclusively on the healthcare sector.</p>\n<p><b>About OPEN Health</b></p>\n<p>OPEN Health brings together deep scientific knowledge, global understanding, and broad specialist expertise to support our clients in improving health outcomes and patient wellbeing. We are united as <a href=\"https://laohu8.com/S/AONE.U\">one</a> flexible organization, harnessing the power of the collective to solve complex challenges. For more information on OPEN Health, please visit www.openhealthgroup.com. </p>\n<p><b>About ARK</b></p>\n<p>ARK is the first data-driven, digital-first creative agency in healthcare. ARK takes the traditional creative approach to advertising, medical communications and PR and adds data to help sharpen its effectiveness. From brand strategy through to implementation, ARK builds omnichannel campaigns. ARK Comms was founded a year after ARK launched and specialises in developing human-centred health and medical communications, again with a data-driven, digital-first mindset.</p>\n<p>For further information on ARK, visit www.ARK.agency or ARK Comms, visit www.ARKcomms.agency.</p>\n<div>\n</div>\n<p><img height=\"12\" src=\"https://c212.net/c/img/favicon.png?sn=PH12584&sd=2021-09-23\" title=\"Cision\" width=\"12\"/> View original content to download multimedia:https://www.prnewswire.com/news-releases/open-health-acquires-ark-301381943.html</p>\n<p>SOURCE OPEN Health</p>\n</div> </div></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>OPEN Health Acquires ARK</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOPEN Health Acquires ARK\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-23 16:00 GMT+8 <a href=https://www.streetinsider.com/dr/news.php?id=18972162><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>LONDON, Sept. 23, 2021 /PRNewswire/ -- OPEN Health has today announced the acquisition of London-based agency ARK. ARK has a unique approach to delivering data-driven, digital-first creative campaigns...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18972162\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF"},"source_url":"https://www.streetinsider.com/dr/news.php?id=18972162","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2169084669","content_text":"LONDON, Sept. 23, 2021 /PRNewswire/ -- OPEN Health has today announced the acquisition of London-based agency ARK. ARK has a unique approach to delivering data-driven, digital-first creative campaigns. Integrating the ARK business with the OPEN Health Group further strengthens our global creative, digital-first resources, and our ability to offer our global clients measurable omnichannel campaigns.\n\n\n\n\n\nIn terms of scale, the acquisition means OPEN Health will now consist of 875+ people in 16 locations across 6 different countries including the USA, UK, The Netherlands, Germany, India and China.\nDominic Marchant, Founder and Chief Creative Officer of ARK, said, \"Over the past three years, we have proudly grown both the core ARK business and the ARK Comms sister agency to ensure clients receive data-driven campaigns where digital is truly integrated. In joining OPEN Health, we are significantly expanding our geographical reach and will be able to work with the expert in-house digital team to deliver a wider range of omnichannel creative services to our clients. We very much look forward to working with the OPEN Health management and Amulet teams to contribute to the long-term growth of OPEN Health.\"\nRob Barker, CEO at OPEN Health comments, \"We are delighted to welcome ARK into the OPEN Health family – this is a strategic acquisition to enhance our already excellent creative and digital capabilities, further supporting our unique range of offerings and opportunities for innovation to support industry change and growth.\"\nOPEN Health is a portfolio company of Amulet Capital Partners, LP, a US-based private equity firm focused exclusively on the healthcare sector.\nAbout OPEN Health\nOPEN Health brings together deep scientific knowledge, global understanding, and broad specialist expertise to support our clients in improving health outcomes and patient wellbeing. We are united as one flexible organization, harnessing the power of the collective to solve complex challenges. For more information on OPEN Health, please visit www.openhealthgroup.com. \nAbout ARK\nARK is the first data-driven, digital-first creative agency in healthcare. ARK takes the traditional creative approach to advertising, medical communications and PR and adds data to help sharpen its effectiveness. From brand strategy through to implementation, ARK builds omnichannel campaigns. ARK Comms was founded a year after ARK launched and specialises in developing human-centred health and medical communications, again with a data-driven, digital-first mindset.\nFor further information on ARK, visit www.ARK.agency or ARK Comms, visit www.ARKcomms.agency.\n\n\n View original content to download multimedia:https://www.prnewswire.com/news-releases/open-health-acquires-ark-301381943.html\nSOURCE OPEN Health","news_type":1},"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":127729150,"gmtCreate":1624870087770,"gmtModify":1633947715345,"author":{"id":"3575159626901977","authorId":"3575159626901977","name":"BrandonS","avatar":"https://static.tigerbbs.com/959bd9dbb0e5adadd0d9c51852222de3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575159626901977","authorIdStr":"3575159626901977"},"themes":[],"htmlText":"welp","listText":"welp","text":"welp","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127729150","repostId":"1114821094","repostType":4,"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129489567,"gmtCreate":1624381015759,"gmtModify":1634006930944,"author":{"id":"3575159626901977","authorId":"3575159626901977","name":"BrandonS","avatar":"https://static.tigerbbs.com/959bd9dbb0e5adadd0d9c51852222de3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575159626901977","authorIdStr":"3575159626901977"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TCEHY\">$Tencent Holding Ltd.(TCEHY)$</a>Still great value","listText":"<a href=\"https://laohu8.com/S/TCEHY\">$Tencent Holding Ltd.(TCEHY)$</a>Still great value","text":"$Tencent Holding Ltd.(TCEHY)$Still great value","images":[{"img":"https://static.tigerbbs.com/0b7a3d24daaab8fa3c5e1ca210bf61da","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129489567","isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":127729150,"gmtCreate":1624870087770,"gmtModify":1633947715345,"author":{"id":"3575159626901977","authorId":"3575159626901977","name":"BrandonS","avatar":"https://static.tigerbbs.com/959bd9dbb0e5adadd0d9c51852222de3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575159626901977","authorIdStr":"3575159626901977"},"themes":[],"htmlText":"welp","listText":"welp","text":"welp","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127729150","repostId":"1114821094","repostType":4,"repost":{"id":"1114821094","kind":"news","pubTimestamp":1624866948,"share":"https://www.laohu8.com/m/news/1114821094?lang=&edition=full","pubTime":"2021-06-28 15:55","market":"us","language":"en","title":"BlackBerry Revenue Struggle Continues","url":"https://stock-news.laohu8.com/highlight/detail?id=1114821094","media":"seekingalpha","summary":"Summary\n\nWhile top line beats, core business basically stagnating.\nOperating losses don't seem to be","content":"<p><b>Summary</b></p>\n<ul>\n <li>While top line beats, core business basically stagnating.</li>\n <li>Operating losses don't seem to be going away anytime soon.</li>\n <li>Recent rally won't hold if stock valued on fundamentals.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edb0094dfdedbde038d5b19e46b477f1\" tg-width=\"768\" tg-height=\"597\"><span>Guirong Hao/iStock via Getty Images</span></p>\n<p>After the bell last Thursday, we received fiscal Q1 earnings results from BlackBerry (BB). While the company's shares have rallied at times recently, thanks to the retail trading mania, results have been rather poor. For the first quarter of its fiscal 2022 year, BlackBerry announced its lowest three-month revenue number under CEO John Chen. If this name loses the reddit fans that have propped up the stock, shares are likely to head lower as results just aren't there yet.</p>\n<p>If you remember the company's previous earnings report, management discussed back in late March that it had entered negotiations for a potential sale of its patent portfolio. Thus, the revenue forecast for the Licensing segment was essentially reduced for the year, with the following commentary from management on that earnings call:</p>\n<blockquote>\n However, appreciating that it will be useful to have an outlook for modeling purpose, the most conservative scenario in which sales, we modeled that sales does not happen or does not complete, full year licensing revenue will be in the region of $100 million. In this scenario, we assume that negotiation and regulatory review continue for the first half and therefore we expect revenue to be limited in the range of maybe $10 million to $15 million per quarter.\n</blockquote>\n<p>For the quarter, total revenues of $174 million came in about $3 million ahead of Street estimates. However, the composition of the revenue generated was not what many were hoping for. Licensing actually came in at $24 million, much higher than what estimates called for. As management stated on the conference call, some business came in earlier than expected. Just like many recent quarters that we've seen, the pull-forward in this segment made the overall quarter look less bad, and without this extra business, the top line would have easily missed estimates.</p>\n<p>That revenue upside meant that the newly called Cyber Security and IoT segments only represented $150 million. The total on those two business lines was up a paltry $2 million over the prior year period, and down $18 million from Q1 2020. On the call, management said it expects cyber security revenue to come in at the low end of its previous guidance range for the full fiscal year. A good portion of BlackBerry's key metrics also weakened over the prior year period, as detailed in the graphic below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82ba0e5502df8810761def4deddeb053\" tg-width=\"570\" tg-height=\"145\"><span>(Source: Q1 2021 earnings release, linked above)</span></p>\n<p>The year-over-year numbers certainly aren't good, with annual recurring revenue down by $23 million. The dollar-based net retention rate has also dipped by 7 percentage points. Supporters will talk about the growth in the QNX backlog, and BlackBerry management said in the earnings release that this was a 9% year-over-year increase. That seems to be what the graphic is saying, but take a look at what was said in previous press releases (bold emphasis added). The following statements make that year-over-year growth rate seem not true, that this is actually a 5 quarter increase, taking a good chunk of that growth rate away.</p>\n<blockquote>\n Fiscal Q1 2021 Document,linked here:\n</blockquote>\n<blockquote>\n The Company's QNX royalty revenue backlog was approximately $450 million at \n <b>the beginning of the first quarterof fiscal 2021</b>.\n</blockquote>\n<blockquote>\n Recent QNX release,linked here:\n</blockquote>\n<blockquote>\n BlackBerry also announced that BlackBerry QNX royalty revenue backlog has increased to $490 million at the \n <b>end of its first quarter of fiscal year2022</b>.\n</blockquote>\n<p>With the company's revenue base shrinking to a new low under this CEO, the rest of the income statement didn't look much better. Gross margins fell nearly 4 percentage points, while the operating loss excluding items jumped from $50 million to $62 million. The company matched Street non-GAAP loss estimates at a nickel per share. However, this was again due to a number of items that management excludes that are traditional expenses for companies like this, including stock-based compensation and intangibles amortization.</p>\n<p>For the quarter, cash burn came in at $35 million, $3 million more than the year-ago period. The value of equity on the balance sheet dropped another $48 million, and there is a larger holding value of intangibles and goodwill combined than there is equity. Total deferred revenue dropped again from $294 million to $265 million, which will further impact the company's ability for the top line to grow moving forward. Billings were also down on a year-over-year and sequential basis.</p>\n<p>I mentioned in my previous article that the biggest argument against the name right now is valuation. I compared BlackBerry to IBM (IBM), which itself has had revenue troubles as it transitions its legacy businesses to more current ones. Even if BlackBerry were worth three times IBM on a price to sales basis, BlackBerry would be worth about $10.51 more than a year out. I don't see anything in last week's report that really changes that number, and one could argue my previous revenue growth hope for the following fiscal year now needs to come down a bit. The recent \"reddit rally\" has also pushed the name well above its key technical levels as seen in the chart below (50-day in purple, 200-day in red).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e0060206489ea2bfe405eae34646358\" tg-width=\"640\" tg-height=\"275\"><span>(Source: Yahoo! Finance)</span></p>\n<p>In the end, last week's earnings report showed that the revenue struggles at BlackBerry have not subsided. Another licensing pull-forward helped the overall numbers look okay, but the core business is not doing well overall. Management reduced its guidance for both the Cyber Security and IoT segments, signaling that this latest turnaround will take longer than expected. If the stock cannot hold on to its reddit crowd base, shares will likely continue to pull back to where the valuation should realistically be.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BlackBerry Revenue Struggle Continues</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBlackBerry Revenue Struggle Continues\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 15:55 GMT+8 <a href=https://seekingalpha.com/article/4436862-blackberry-revenue-struggle-continues><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nWhile top line beats, core business basically stagnating.\nOperating losses don't seem to be going away anytime soon.\nRecent rally won't hold if stock valued on fundamentals.\n\nGuirong Hao/...</p>\n\n<a href=\"https://seekingalpha.com/article/4436862-blackberry-revenue-struggle-continues\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BB":"黑莓"},"source_url":"https://seekingalpha.com/article/4436862-blackberry-revenue-struggle-continues","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114821094","content_text":"Summary\n\nWhile top line beats, core business basically stagnating.\nOperating losses don't seem to be going away anytime soon.\nRecent rally won't hold if stock valued on fundamentals.\n\nGuirong Hao/iStock via Getty Images\nAfter the bell last Thursday, we received fiscal Q1 earnings results from BlackBerry (BB). While the company's shares have rallied at times recently, thanks to the retail trading mania, results have been rather poor. For the first quarter of its fiscal 2022 year, BlackBerry announced its lowest three-month revenue number under CEO John Chen. If this name loses the reddit fans that have propped up the stock, shares are likely to head lower as results just aren't there yet.\nIf you remember the company's previous earnings report, management discussed back in late March that it had entered negotiations for a potential sale of its patent portfolio. Thus, the revenue forecast for the Licensing segment was essentially reduced for the year, with the following commentary from management on that earnings call:\n\n However, appreciating that it will be useful to have an outlook for modeling purpose, the most conservative scenario in which sales, we modeled that sales does not happen or does not complete, full year licensing revenue will be in the region of $100 million. In this scenario, we assume that negotiation and regulatory review continue for the first half and therefore we expect revenue to be limited in the range of maybe $10 million to $15 million per quarter.\n\nFor the quarter, total revenues of $174 million came in about $3 million ahead of Street estimates. However, the composition of the revenue generated was not what many were hoping for. Licensing actually came in at $24 million, much higher than what estimates called for. As management stated on the conference call, some business came in earlier than expected. Just like many recent quarters that we've seen, the pull-forward in this segment made the overall quarter look less bad, and without this extra business, the top line would have easily missed estimates.\nThat revenue upside meant that the newly called Cyber Security and IoT segments only represented $150 million. The total on those two business lines was up a paltry $2 million over the prior year period, and down $18 million from Q1 2020. On the call, management said it expects cyber security revenue to come in at the low end of its previous guidance range for the full fiscal year. A good portion of BlackBerry's key metrics also weakened over the prior year period, as detailed in the graphic below.\n(Source: Q1 2021 earnings release, linked above)\nThe year-over-year numbers certainly aren't good, with annual recurring revenue down by $23 million. The dollar-based net retention rate has also dipped by 7 percentage points. Supporters will talk about the growth in the QNX backlog, and BlackBerry management said in the earnings release that this was a 9% year-over-year increase. That seems to be what the graphic is saying, but take a look at what was said in previous press releases (bold emphasis added). The following statements make that year-over-year growth rate seem not true, that this is actually a 5 quarter increase, taking a good chunk of that growth rate away.\n\n Fiscal Q1 2021 Document,linked here:\n\n\n The Company's QNX royalty revenue backlog was approximately $450 million at \n the beginning of the first quarterof fiscal 2021.\n\n\n Recent QNX release,linked here:\n\n\n BlackBerry also announced that BlackBerry QNX royalty revenue backlog has increased to $490 million at the \n end of its first quarter of fiscal year2022.\n\nWith the company's revenue base shrinking to a new low under this CEO, the rest of the income statement didn't look much better. Gross margins fell nearly 4 percentage points, while the operating loss excluding items jumped from $50 million to $62 million. The company matched Street non-GAAP loss estimates at a nickel per share. However, this was again due to a number of items that management excludes that are traditional expenses for companies like this, including stock-based compensation and intangibles amortization.\nFor the quarter, cash burn came in at $35 million, $3 million more than the year-ago period. The value of equity on the balance sheet dropped another $48 million, and there is a larger holding value of intangibles and goodwill combined than there is equity. Total deferred revenue dropped again from $294 million to $265 million, which will further impact the company's ability for the top line to grow moving forward. Billings were also down on a year-over-year and sequential basis.\nI mentioned in my previous article that the biggest argument against the name right now is valuation. I compared BlackBerry to IBM (IBM), which itself has had revenue troubles as it transitions its legacy businesses to more current ones. Even if BlackBerry were worth three times IBM on a price to sales basis, BlackBerry would be worth about $10.51 more than a year out. I don't see anything in last week's report that really changes that number, and one could argue my previous revenue growth hope for the following fiscal year now needs to come down a bit. The recent \"reddit rally\" has also pushed the name well above its key technical levels as seen in the chart below (50-day in purple, 200-day in red).\n(Source: Yahoo! Finance)\nIn the end, last week's earnings report showed that the revenue struggles at BlackBerry have not subsided. Another licensing pull-forward helped the overall numbers look okay, but the core business is not doing well overall. Management reduced its guidance for both the Cyber Security and IoT segments, signaling that this latest turnaround will take longer than expected. If the stock cannot hold on to its reddit crowd base, shares will likely continue to pull back to where the valuation should realistically be.","news_type":1},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129489567,"gmtCreate":1624381015759,"gmtModify":1634006930944,"author":{"id":"3575159626901977","authorId":"3575159626901977","name":"BrandonS","avatar":"https://static.tigerbbs.com/959bd9dbb0e5adadd0d9c51852222de3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575159626901977","authorIdStr":"3575159626901977"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TCEHY\">$Tencent Holding Ltd.(TCEHY)$</a>Still great value","listText":"<a href=\"https://laohu8.com/S/TCEHY\">$Tencent Holding Ltd.(TCEHY)$</a>Still great value","text":"$Tencent Holding Ltd.(TCEHY)$Still great value","images":[{"img":"https://static.tigerbbs.com/0b7a3d24daaab8fa3c5e1ca210bf61da","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129489567","isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":698458824,"gmtCreate":1640506394857,"gmtModify":1640506394992,"author":{"id":"3575159626901977","authorId":"3575159626901977","name":"BrandonS","avatar":"https://static.tigerbbs.com/959bd9dbb0e5adadd0d9c51852222de3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575159626901977","authorIdStr":"3575159626901977"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>Great time to add more shared","listText":"<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>Great time to add more shared","text":"$Intel(INTC)$Great time to add more shared","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698458824","isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":863466208,"gmtCreate":1632413048404,"gmtModify":1632729637022,"author":{"id":"3575159626901977","authorId":"3575159626901977","name":"BrandonS","avatar":"https://static.tigerbbs.com/959bd9dbb0e5adadd0d9c51852222de3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575159626901977","authorIdStr":"3575159626901977"},"themes":[],"htmlText":"[汗颜] wrong news?","listText":"[汗颜] wrong news?","text":"[汗颜] wrong news?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/863466208","repostId":"2169084669","repostType":2,"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
