Sphere 3D Corp. (ANY)

[ARBITRARY & CAPRICIOUS]

Call was better than last and the improvements in gross margins, etc. although minimal are moving in the right direction. Business seems to be transitioning as promised to VDI, etc. The big problem for me as a shareholder is there is still nothing that supports the sequential growth they allude to in the second half of year. It reeks of another let down, albeit no firm numbers tossed out. They really seem to be moving at a snails pace with tiny increments of revenue improvement. It's all speculative they never provide details or names so how can you really believe any lofty revenues are coming anytime in the next year or so. It's a heartbreaking story for me....they are all positive on progress but what does that mean without details ever disclosed. I though POCs were short windows but still no proof anyone bit for the long term. I think so many are underwater they grasp at any tiny uptick or improvement because they need to believe this will turn as I do. This is no where close to meaningful revenues in my opinion.....they are improving but very slowly and mgt. is clearly evasive on details of deals as they likely have not occurred yet nor may ever.