I agree. The call today is likely to be anywhere from ho-hum to a disappointment in terms of earnings. I doubt that the music revenue has had a chance to uptick yet as big companies always take a quarter or two longer than you think to do anything at all. And of course the Clipstream revenue from the marketing survey companies will be minimal. It's also possible that expenses have gone up in preparation for the Clipstream launch: they will need more bodies at the company to deal with the new business.
The near term driver is Clipstream, obviously, and how well it functions out of the box. It is advertised as being initially for web developers, but everyone will be checking it out: video streaming companies, transcoding companies, advertising agencies, media delivery groups, etc. If they give it the thumbs up, then just hold onto your stock for ever and ever and ever. It will be a wonderful long term ride. But if you are waiting for this to do a QualCom in the short / intermediate term, you are likely to be disappointed.
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