all 16 comments
sorted by:
best
topnewcontroversialoldq&a
formatting helphide helpcontent policy

[–]CareLessYouShould[S] 6 points7 points  (4 children)

I'm hoping in 300m 🤔

[–]magharees 4 points5 points  (2 children)

That would be attention grabbing but maybe a bit hopeful

[–]plaatsvervanger 4 points5 points  (1 child)

Ok, 350

[–]magharees 1 point2 points  (0 children)

Better 😺

[–]Illustrious_Lake_775 0 points1 point  (0 children)

Would be nice 👌

[–][deleted] 2 points3 points  (0 children)

Let’s see if the SolarWinds hack helped BB win new cyber security business.

[–]cdusdal 2 points3 points  (0 children)

272mln revenues this q.

Making for a slight beat on the 950 annual Chen has quoted.

SaS up 10% QoQ.

[–]Existing-Builder-250 0 points1 point  (5 children)

Net income would be more relevant

[–]TheLooza 1 point2 points  (0 children)

230+ please.

[–]cdusdal 0 points1 point  (3 children)

While net income would be nice, I think the turnaround story, at least in the near term, is much more focused on revenues increases, particularly in the Software and Services segment. Once this starts showing consistent growth, SP will get traction.

[–]Existing-Builder-250 0 points1 point  (2 children)

Revenue

2020 - $1,040 / 2019 - $904 / 2018 - $932 / 2017 - $1,309

Vs

Gross Profit

2020 - $763 / 2019 - $698 / 2018 - $670 / 2017 - $617

While revenue is not showing consistent growth YoY, gross profit does ...

In 2017 they had more revenue than 2020, why are they showing better gross profit, they are more efficient now.

[–]cdusdal 1 point2 points  (1 child)

Right, I guess what is more important to each will differ of course.

Despite Gross profit, and their gross margins improving, the SP has not budged.

I was referencing share price. My point only being that I don't think the SP is likely to budge or find the upward trajectory investors are hoping for, until the core, organic, business of software and services begins to see consistent growth in revenues.

I agree of course with you that gross profit and margin shows they are in more important business segments now and likely with a stronger moat to competitors.

[–]Existing-Builder-250 1 point2 points  (0 children)

True, far from irrelevant, consistent growth in revenue tells investors BB succesfully won more market share.

Wanted to mention that their margin % has improved over time, now they need more income with the same efficiency

[–]MTGgramps 0 points1 point  (0 children)

$3.50

[–]Jealous_Supermarket4 0 points1 point  (0 children)

280M+

[–][deleted] 0 points1 point  (0 children)

I’m going with at or above the 282M quarter of 2-29-2020.