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la-tsla-fan

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la-tsla-fan

Re: None

Monday, 02/23/2015 7:23:33 PM

Monday, February 23, 2015 7:23:33 PM

Post# of 433036
Earnings update (including 2014 Q4).

https://docs.google.com/spreadsheets/d/1DzJxnLuVoPCHlBNzFcwxn9nxcTm1VfxSnrLMGwdan1Y/edit#gid=0

Let me know if you are having any problems opening up the spreadsheet.

Pegatron went up $8.6 million from Q3. The total increase from Q3 revenues was $8.5 million. Revenues from Pegatron presumably included royalties on the pre-Sep 30 inventory build-up of iPhone6's. The healthy guidance for 2015 Q1 includes iPhone6's supplied by Pegatron during Q4 2014.

We hope Q2 and Q3 2015 will not drop off too much - we need a new license to avoid a drop.

jmo
LA

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