Replies to post #31071 on Sphere 3D Corp (ANY)

[danross70]

The notion that ANY could or might "deliver" revenues in its upcoming earnings for Q2 2015 is unrealistic. There is simply no reason to believe that significant sales were made in the Apr-Jun Q. Expectation otherwise is just setting folks up for disappointment. ANY is shifting from a development story to a revenue story, but that takes time, and reported revenues lag actual events.We may find some encouragement in August and November numbers, but we will not see a price-moving revenue story until February or even May, IMHO. Expectations otherwise are just buying a ticket on the "Disappointment Express".

[macnqueso]

I don't disagree with your post... for me this is a long horizon revenue story and ANY remains very early in that story... we are currently waiting for the financials on ANY's 6th quarter of monetization... it took Nutanix 11 quarters following the initiation of monetization to reach a 2 billion market cap... Dockers has a 1 billion dollar valuation with many questions surrounding how it will monetize an open source product... I focus on material events of which revenue is a material event... msft is a material event, novarad is a material event... new caney and the southwest school district, ericsson, promark, mobotnix and so on... revenue takes time to ramp... I have already stated I have no idea what to expect for q2... the angst, doubt and fear here is largely manufactured, and does not represent the reality of what is happening with the company and its products... I can't change that... I can only take advantage of that and use it to build my position...