2023年4月3日

黑莓6.200有限信息:*必填字段的寵兒許多投機者,和習慣的金融通信、黑莓正在努力浮出水麵。約翰·陳,任命為這家加拿大公司的頭2013年,從基座上幾個季度下降後,將主持一個持續下降的銷售:他們已經除以十分之十年,從65億到6.56億美元(美元)。沒有發生了陳的承諾的輪回:電話業務的轉變已經失敗,而突破軟件和網絡安全仍懸而未決,盡管重要的投資。事實上,網絡安全在下降段是三年。這是一個糟糕的22億美元用於收購Cylance,好的技術等等。一個懷疑賣方比買方更好的交易。物聯網領域,建立在QNX操作係統,肯定是看到銷量的增加,但這仍是邊際:我們討論的是每年2億美元,而兩年前為1.3億美元。這是一個過去的奇跡般的承諾相去甚遠。但是承諾,這是真的,隻提交那些相信他們!至少他們會允許管理快速出售其股票期權… However, the fiscal year that is ending has seen BlackBerry successfully sell another patent portfolio for $900 million. This operation will allow the company, which has been accumulating losses for years, to replenish its balance sheet by an equivalent amount, since it will not pay taxes on it. The balance sheet, in fact, is perfectly balanced as it is. Pro forma, the $900 million that will be added to it will therefore be in excess. This is a good point, provided that they are not directed towards a dubious acquisition. At a price of $4.6 per share, or an enterprise value of $2.5 billion, this leaves a $1.6 billion valuation for BlackBerry's various operating businesses - cybersecurity and QNX. Between them, these businesses generate between $500 and $500 million in revenue, but no profit. The convinced will argue that such software assets - notably QNX, which has not been profitable, but has been successful with car manufacturers - at roughly x3 the sales, this is a deal worth seizing. The less convinced will recall that ten years of beautiful promises have been systematically beaten by the realities. © MarketScreener.com 2023