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Re: tkc

By: tkc in ALEA | Recommend this post (0)
Fri, 09 Aug 13 9:06 PM | 42 view(s)
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Msg. 14367 of 54959
(This msg. is a reply to 14366 by Cactus Flower)

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Gotcha CF. If new billings were separated into licensing and services it would accomplish the same thing. You must be using an excel spreadsheet to have known all the rev recognized from def rev. I quit that eons ago. Anyway good job sir and I appreciate your sharing as it is very important and helpful. I hope you'll continue to compile that data and share. Thx.


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The above is a reply to the following message:
Re: tkc
By: Cactus Flower
in ALEA
Fri, 09 Aug 13 8:28 PM
Msg. 14366 of 54959

i'm not using billings. billings is a hodge podge of new and old stuff.

i am interested in new sales.

new sales are accounted for in the quarter in which they are invoiced, unless they are very significant. i'm not interested in significant orders. they are distortive. i'm interested in breadth.

so you can derive a figure (in ks) for new license sales by stripping out the old junk - Dell (3225), Safend (1115), GM (123), and BASF (142).

This gives a new license sales figure of $1,529 for this quarter against $1,099 for last quarter and $648 for the quarter before.

New license sales have been dreary forever. Suddenly they have taken off.

That is hugely significant if you are looking for incipient sales/demand.

And that is all that really matters.

I'm not thinking about breakeven. That isn't an issue if demand has arrived. I think it may have.


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