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Re: $800M Revenue Goal

By: Cdog in IDCC | Recommend this post (0)
Tue, 31 Jul 12 9:46 PM | 243 view(s)
Boardmark this board | InterDigital Communications 		Msg. 45738 of 48237
(This msg. is a reply to 45737 by Rakitno)
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The $800 million recurring revenue goal only assumes 50% market share in 3-5 years. They are saying that by just achieving and maintaining 50% market share, they will get to $800 million as a result of the volume growth over the the next 3-5 years.

The best explanation of this revenue goal was provided by James Nolan at the Cowen conference. He did a great job at this conference and for those who have not heard it, I recommend you listen to it.
http://wsw.com/webcast/cowen7/idcc/

GBR


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The above is a reply to the following message:
Re: $800M Revenue Goal
By: Rakitno in IDCC
Tue, 31 Jul 12 8:10 PM 		Msg. 45737 of 48237

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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