This isn't (yet) an earnings story but a revenue growth story, so the 2019 revenue guidance is the most important thing we will be looking for, as it will give an indication which scenario is the most realistic:
- The moderate scenario ($100M-$110M) by analysts.
- The company's scenario ($144M) from the iPass acquisition presentation.
- The bull case ($150+) from backlog conversion calculations.
You can see some details about the first two of these scenarios here and on the bull case here.
And above, you can vote in our little poll!

