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BrandonS

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- BrandonSBrandonS
  ·2023-05-19
  Analyzing Intel's Stock Outlook: A Promising Future Ahead?
  Intel Corporation, the renowned semiconductor giant, has garnered significant attention from investors in recent years. Amidst a rapidly evolving tech landscape, the stock's outlook appears promising. Intel's strategic investments in cutting-edge technologies like artificial intelligence, autonomous vehicles, and 5G infrastructure have positioned them as a key player in the industry. Moreover, Intel's focus on diversifying its revenue streams, with a growing emphasis on data-centric businesses, adds to its long-term growth potential. The company's consistent commitment to research and development, coupled with ongoing collaborations and partnerships, strengthens its competitive edge. However, challenges persist, including intense competition and potential supply chain disruptions. Investor
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  Analyzing Intel's Stock Outlook: A Promising Future Ahead?
- BrandonSBrandonS
  ·2022-02-09
  $ARK Innovation ETF(ARKK)$Too large of a drop in a short period have to accept this is just one bad pick
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- BrandonSBrandonS
  ·2021-12-31
  😣
  This Growth Stock Could Be a Surprise Metaverse Pick in 2022
  Chip stock investors should not count Intel out as a metaverse play.
  This Growth Stock Could Be a Surprise Metaverse Pick in 2022
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- BrandonSBrandonS
  ·2021-06-28
  welp
  BlackBerry Revenue Struggle Continues
  Summary While top line beats, core business basically stagnating. Operating losses don't seem to be
  BlackBerry Revenue Struggle Continues
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- BrandonSBrandonS
  ·2021-06-23
  $Tencent Holding Ltd.(TCEHY)$Still great value
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Intel's Stock Outlook: A Promising Future Ahead?","htmlText":"Intel Corporation, the renowned semiconductor giant, has garnered significant attention from investors in recent years. Amidst a rapidly evolving tech landscape, the stock's outlook appears promising. Intel's strategic investments in cutting-edge technologies like artificial intelligence, autonomous vehicles, and 5G infrastructure have positioned them as a key player in the industry. Moreover, Intel's focus on diversifying its revenue streams, with a growing emphasis on data-centric businesses, adds to its long-term growth potential. The company's consistent commitment to research and development, coupled with ongoing collaborations and partnerships, strengthens its competitive edge. However, challenges persist, including intense competition and potential supply chain disruptions. Investor","listText":"Intel Corporation, the renowned semiconductor giant, has garnered significant attention from investors in recent years. Amidst a rapidly evolving tech landscape, the stock's outlook appears promising. Intel's strategic investments in cutting-edge technologies like artificial intelligence, autonomous vehicles, and 5G infrastructure have positioned them as a key player in the industry. Moreover, Intel's focus on diversifying its revenue streams, with a growing emphasis on data-centric businesses, adds to its long-term growth potential. The company's consistent commitment to research and development, coupled with ongoing collaborations and partnerships, strengthens its competitive edge. However, challenges persist, including intense competition and potential supply chain disruptions. Investor","text":"Intel Corporation, the renowned semiconductor giant, has garnered significant attention from investors in recent years. Amidst a rapidly evolving tech landscape, the stock's outlook appears promising. Intel's strategic investments in cutting-edge technologies like artificial intelligence, autonomous vehicles, and 5G infrastructure have positioned them as a key player in the industry. Moreover, Intel's focus on diversifying its revenue streams, with a growing emphasis on data-centric businesses, adds to its long-term growth potential. The company's consistent commitment to research and development, coupled with ongoing collaborations and partnerships, strengthens its competitive edge. However, challenges persist, including intense competition and potential supply chain disruptions. Investor","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":41,"commentSize":21,"repostSize":2,"link":"https://ttm.financial/post/9970224631","isVote":1,"tweetType":1,"viewCount":2461,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274802455671","authorId":"3479274802455671","name":"frosti","avatar":"https://static.tigerbbs.com/8d59e7c960eef6f97257cc799768d81e","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274802455671","authorIdStr":"3479274802455671"},"content":"I still think Intel should scale back on the fab buildouts. I think its stupid to spend $100 Billion in the US and $100 billion in Europe.","text":"I still think Intel should scale back on the fab buildouts. I think its stupid to spend $100 Billion in the US and $100 billion in Europe.","html":"I still think Intel should scale back on the fab buildouts. I think its stupid to spend $100 Billion in the US and $100 billion in Europe."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096634733,"gmtCreate":1644371127539,"gmtModify":1676533918219,"author":{"id":"3575159626901977","authorId":"3575159626901977","name":"BrandonS","avatar":"https://static.tigerbbs.com/959bd9dbb0e5adadd0d9c51852222de3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575159626901977","authorIdStr":"3575159626901977"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ARKK\">$ARK Innovation ETF(ARKK)$</a>Too large of a drop in a short period have to accept this is just one bad pick","listText":"<a href=\"https://ttm.financial/S/ARKK\">$ARK Innovation ETF(ARKK)$</a>Too large of a drop in a short period have to accept this is just one bad pick","text":"$ARK Innovation ETF(ARKK)$Too large of a drop in a short period have to accept this is just one bad pick","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096634733","isVote":1,"tweetType":1,"viewCount":819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003354516,"gmtCreate":1640889424566,"gmtModify":1676533551499,"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":"😣","listText":"😣","text":"😣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003354516","repostId":"2195495960","repostType":4,"repost":{"id":"2195495960","kind":"highlight","pubTimestamp":1640877798,"share":"https://ttm.financial/m/news/2195495960?lang=&edition=fundamental","pubTime":"2021-12-30 23:23","market":"us","language":"en","title":"This Growth Stock Could Be a Surprise Metaverse Pick in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2195495960","media":"Motley Fool","summary":"Chip stock investors should not count Intel out as a metaverse play.","content":"<html><head></head><body><p><b>Intel </b>(NASDAQ:INTC) has moved in a different direction since former CTO Pat Gelsinger took the CEO position in early 2021. Among the most pressing problems for this blue-chip stock is a lost technical lead, and addressing this problem will be critical if the company wants to succeed in the metaverse.</p><p>However, rivals in the chip industry like <b>Nvidia </b>(NASDAQ:NVDA) and <b>Advanced Micro Devices </b>(NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>) have received more attention from metaverse investors. Now, with its new strategy enacted, investors will have to determine whether the metaverse can help Intel stage a revival.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ece17adeb8769117d11d38ebab3eac5\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Intel and the metaverse</h2><p>Like its peers in the chip industry, Intel has taken a deep interest in the metaverse. It outlined a strategy at the RealTime conference on metaverse technologies. Raja Koduri, senior vice president and general manager of Intel&#39;s accelerated computing systems and graphics group, stated that computing capabilities would have to rise by &#34;several orders of magnitude&#34; to deliver that computing power at the low latencies required for this environment.</p><p>To this end, the company plans to build on its Core, Xeon, and edge processors to promote this environment. The new X architecture, which will include its Arc Alchemist GPU, will further bolster these capabilities.</p><h2>Challenges remain</h2><p>Nonetheless, to succeed in the metaverse, management will have to address the red flags for Intel&#39;s future. Nvidia&#39;s focus on AI and longtime dominance in the GPU market give it natural advantages with the graphics aspects of the metaverse.</p><p>Additionally, the metaverse will depend heavily on data centers. Revenue in Intel&#39;s data center group (DCG) rose 10% in Q3 compared with the same quarter in 2020. However, Omdia recently reported that AMD earned a record market share in the data center market in September, indicating Intel could struggle in this part of the metaverse as well.</p><p>Moreover, even with Gelsinger&#39;s moves to improve Intel&#39;s technology, product development cycles in the chip industry tend to take between three and five years. Thus, the prospect of whether Intel can stage a comeback remains speculative at this stage.</p><p>Still, a comeback is not out of the question. Intel had led the industry technologically for decades, and it continues to generate more revenue than AMD and Nvidia combined. Nonetheless, investors have so far shown little confidence that Intel can come back in this area.</p><h2>Intel&#39;s financials offer little help (at least for now)</h2><p>Additionally, current financials offer little good news to Intel bulls. In the first nine months of 2021, revenue of just over $58 billion rose by just 1% compared with the same period in 2020. Also, net income during the first three quarters of 2021 climbed by about the same rate to just over $15 billion. Income from gains in equity investments and a lower tax expense helped offset almost a nearly $4 billion increase in operating expenses.</p><p>Furthermore, full-year 2021 forecasts call for flat to modestly lower revenue compared with 2020. This may help explain why the stock price has risen by about 10% over the last 12 months, well under the <b>S&amp;P 500 </b>total return of 31% during that time frame. Additionally, Intel has long failed to achieve any kind of valuation premium. Its price-to-earnings ratio stands at about 10, well below AMD&#39;s 46 earnings multiple and Nvidia&#39;s 92 P/E ratio.</p><h2>Can the metaverse invigorate Intel stock?</h2><p>Determining whether the metaverse can help Intel stage a comeback will take time. Despite Intel&#39;s leadership actively working to reinvigorate the company, Intel&#39;s financials and stock price remain sluggish. Nonetheless, product cycles in its industry take years to play out. Moreover, the fact that AMD and Nvidia surged to a technical lead shows that the competitive battle remains ongoing.</p><p>In the end, nobody knows how Intel will perform in the metaverse. Still, with a large base of operations and a low earnings multiple, investors hold a tremendous incentive to take a chance on the tech giant.</p></body></html>","source":"fool_stock","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>This Growth Stock Could Be a Surprise Metaverse Pick in 2022</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\">\nThis Growth Stock Could Be a Surprise Metaverse Pick in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-30 23:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/30/this-growth-stock-surprise-metaverse-pick-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel (NASDAQ:INTC) has moved in a different direction since former CTO Pat Gelsinger took the CEO position in early 2021. Among the most pressing problems for this blue-chip stock is a lost technical...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/30/this-growth-stock-surprise-metaverse-pick-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4535":"淡马锡持仓","NVDA":"英伟达","BK4527":"明星科技股","BK4543":"AI","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","AMD":"美国超微公司","INTC":"英特尔","BK4512":"苹果概念","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","BK4529":"IDC概念"},"source_url":"https://www.fool.com/investing/2021/12/30/this-growth-stock-surprise-metaverse-pick-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2195495960","content_text":"Intel (NASDAQ:INTC) has moved in a different direction since former CTO Pat Gelsinger took the CEO position in early 2021. Among the most pressing problems for this blue-chip stock is a lost technical lead, and addressing this problem will be critical if the company wants to succeed in the metaverse.However, rivals in the chip industry like Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) have received more attention from metaverse investors. Now, with its new strategy enacted, investors will have to determine whether the metaverse can help Intel stage a revival.Image source: Getty Images.Intel and the metaverseLike its peers in the chip industry, Intel has taken a deep interest in the metaverse. It outlined a strategy at the RealTime conference on metaverse technologies. Raja Koduri, senior vice president and general manager of Intel's accelerated computing systems and graphics group, stated that computing capabilities would have to rise by \"several orders of magnitude\" to deliver that computing power at the low latencies required for this environment.To this end, the company plans to build on its Core, Xeon, and edge processors to promote this environment. The new X architecture, which will include its Arc Alchemist GPU, will further bolster these capabilities.Challenges remainNonetheless, to succeed in the metaverse, management will have to address the red flags for Intel's future. Nvidia's focus on AI and longtime dominance in the GPU market give it natural advantages with the graphics aspects of the metaverse.Additionally, the metaverse will depend heavily on data centers. Revenue in Intel's data center group (DCG) rose 10% in Q3 compared with the same quarter in 2020. However, Omdia recently reported that AMD earned a record market share in the data center market in September, indicating Intel could struggle in this part of the metaverse as well.Moreover, even with Gelsinger's moves to improve Intel's technology, product development cycles in the chip industry tend to take between three and five years. Thus, the prospect of whether Intel can stage a comeback remains speculative at this stage.Still, a comeback is not out of the question. Intel had led the industry technologically for decades, and it continues to generate more revenue than AMD and Nvidia combined. Nonetheless, investors have so far shown little confidence that Intel can come back in this area.Intel's financials offer little help (at least for now)Additionally, current financials offer little good news to Intel bulls. In the first nine months of 2021, revenue of just over $58 billion rose by just 1% compared with the same period in 2020. Also, net income during the first three quarters of 2021 climbed by about the same rate to just over $15 billion. Income from gains in equity investments and a lower tax expense helped offset almost a nearly $4 billion increase in operating expenses.Furthermore, full-year 2021 forecasts call for flat to modestly lower revenue compared with 2020. This may help explain why the stock price has risen by about 10% over the last 12 months, well under the S&P 500 total return of 31% during that time frame. Additionally, Intel has long failed to achieve any kind of valuation premium. Its price-to-earnings ratio stands at about 10, well below AMD's 46 earnings multiple and Nvidia's 92 P/E ratio.Can the metaverse invigorate Intel stock?Determining whether the metaverse can help Intel stage a comeback will take time. Despite Intel's leadership actively working to reinvigorate the company, Intel's financials and stock price remain sluggish. Nonetheless, product cycles in its industry take years to play out. Moreover, the fact that AMD and Nvidia surged to a technical lead shows that the competitive battle remains ongoing.In the end, nobody knows how Intel will perform in the metaverse. Still, with a large base of operations and a low earnings multiple, investors hold a tremendous incentive to take a chance on the tech giant.","news_type":1},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127729150,"gmtCreate":1624870087770,"gmtModify":1703846648689,"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://ttm.financial/post/127729150","repostId":"1114821094","repostType":4,"repost":{"id":"1114821094","kind":"news","pubTimestamp":1624866948,"share":"https://ttm.financial/m/news/1114821094?lang=&edition=fundamental","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&nbsp;fiscal Q1 earnings results&nbsp;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&nbsp;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&nbsp;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&nbsp;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&nbsp;\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&nbsp;\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&nbsp;my previous article&nbsp;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&nbsp;&nbsp;&nbsp;<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 $10.51 more than a year out. I don't see anything in last week's report that really changes that number, and one could argue my previous revenue growth hope for the following fiscal year now needs to come down a bit. The recent \"reddit rally\" has also pushed the name well above its key technical levels as seen in the chart below (50-day in purple, 200-day in red).\n(Source: Yahoo! Finance)\nIn the end, last week's earnings report showed that the revenue struggles at BlackBerry have not subsided. Another licensing pull-forward helped the overall numbers look okay, but the core business is not doing well overall. Management reduced its guidance for both the Cyber Security and IoT segments, signaling that this latest turnaround will take longer than expected. If the stock cannot hold on to its reddit crowd base, shares will likely continue to pull back to where the valuation should realistically be.","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129489567,"gmtCreate":1624381015759,"gmtModify":1703835155475,"author":{"id":"3575159626901977","authorId":"3575159626901977","name":"BrandonS","avatar":"https://static.tigerbbs.com/959bd9dbb0e5adadd0d9c51852222de3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575159626901977","authorIdStr":"3575159626901977"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TCEHY\">$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://ttm.financial/post/129489567","isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}