Poll: What will 2019 revenue guidance be?
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$100M-$110M (analyst)
30.77%
4 30.77%
$144M (company)
38.46%
5 38.46%
$150M+ bull case
30.77%
4 30.77%
Total 13 vote(s) 100%
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What to expect on 2019 guidance?
#1

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.

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Messages In This Thread
What to expect on 2019 guidance? - by admin - 03-10-2019, 12:17 AM
RE: What to expect on Q4 earnings? - by Mrebs - 03-10-2019, 01:42 AM
RE: What to expect on Q4 earnings? - by admin - 03-10-2019, 01:50 AM
RE: What to expect on Q4 earnings? - by stpioc - 03-10-2019, 06:18 AM
RE: What to expect on Q4 earnings? - by Mrebs - 03-11-2019, 01:06 AM
RE: What to expect on Q4 earnings? - by admin - 03-11-2019, 01:21 AM
RE: What to expect on 2019 guidance? - by Cann - 03-11-2019, 02:53 AM
RE: What to expect on 2019 guidance? - by Mrebs - 03-11-2019, 04:16 AM
RE: What to expect on 2019 guidance? - by stpioc - 03-11-2019, 05:47 AM
RE: What to expect on 2019 guidance? - by Mrebs - 03-11-2019, 06:45 AM
RE: What to expect on 2019 guidance? - by stpioc - 03-11-2019, 06:51 AM
RE: What to expect on 2019 guidance? - by admin - 03-11-2019, 12:32 PM
RE: What to expect on 2019 guidance? - by admin - 03-11-2019, 11:27 PM
RE: What to expect on 2019 guidance? - by admin - 03-12-2019, 02:14 AM
RE: What to expect on 2019 guidance? - by stpioc - 03-13-2019, 01:33 AM
RE: What to expect on 2019 guidance? - by admin - 03-13-2019, 01:43 AM
RE: What to expect on 2019 guidance? - by stpioc - 03-13-2019, 08:38 AM
RE: What to expect on 2019 guidance? - by stpioc - 03-13-2019, 08:54 AM

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