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Re: $800M Revenue Goal

By: Rakitno in IDCC | Recommend this post (0)
Tue, 31 Jul 12 8:10 PM | 268 view(s)
Boardmark this board | InterDigital Communications 		Msg. 45737 of 48237
(This msg. is a reply to 45735 by DND)
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I can see what you are saying.

Management explains to analysts that in order to get to the $800M they can do the simple exercise of taking current revenues at 50% marketshare and extrapolating it to a 100% marketshare plus a bump up for an Apple license to be re-set mid 2013. Hence, why in order to get to $800M it will take a few years because it includes the Apple license, which is a plus that their bonus is based on that too. But of course that $800M is a minimum and does not include revenue from patent sales,a bump up in rates, expansion of LTE, material M2M amounts etc. which increases the $800M amount a lot more.

Also, to your point on FRAND, if the company's that have currently licensed are content with their rates it must be FRAND and ergo the extrapolation to a 100% marketshare at $800M is for licenses at a FRAND rate.


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The above is a reply to the following message:
$800M Revenue Goal
By: DND in IDCC
Tue, 31 Jul 12 4:28 PM 		Msg. 45735 of 48237

In effort to redirect the conversation on I-hub(what a worthless and unproductive idea) I brought up the follow points;

$800,000,0000 revenue goal within 2-1/2 to 4-1/2 years.

Has anyone else thought about what this number means besides the 2 obvious issues;
1. Revenue
2. A benchmark for management compensation.

AS for the statement I think they made and the way the goals has been characterized several times.

I think they were making a statement about the rate they expect to get per phone and more or less screaming our rates are FRANDLY.

Just like with the qtrly numbers you can reverse engineer a rate per terminal unit, I think a good numbers person could reverse engineer the $800M number with assumptions they made, coming within 20-30% of the rate they expect to get per unit.

Thoughts? anyone.

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