When do I think revenue will get above 100m? IMO s
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Posted On: 07/16/2018 6:28:34 PM
Re: kingofsting #31750
When do I think revenue will get above 100m? IMO sooner than the people without shares realize, and I think longer than I would like LOL. Of course at this stage in the company development, guessing a specific timeline on revenue of that scale would require a bunch more info than I have.
The SFOR revenue streams, direct & channel partner licensing, I expect to build slowly starting in this time period as the CEO has stated. Blocksafe will be similar I believe. It's too hard to pinpoint how much and how fast right now.
However, if the appeal wraps up in SFOR's favor with support from the courts, then I feel the other suits will settle quickly and new significant revenue streams will simply start at full throttle rather than a slow build. So, the larger question comes into play and is very interesting. How far will SFOR's IP reach into the marketplace?
We know that there are a number of cybersecurity companies out there now doing 100m in revenue predominantly for endpoints and authentication. I could guess that collectively, those companies are doing at least $1b in revenue globally. (It is informative to start researching the size and scope of the companies that SFOR is litigating. Perhaps their collective endpoint & authentication revenue alone is in that range.) If the lawsuits have impact on $1b in revenues, and those suits morph into licensing agreements with SFOR, then those new revenue streams would be like throwing on a switch that redirects a portion of that pre-existing revenue to SFOR right away. Quite a bit is at stake here and now with the appeal and it's timetable IMO, and I predict that a lot of the cash from any settlements will go to the legal representation.
$1b @ 10% licensing might be $100m
Looking forward with a much broader viewpoint;
Mcafee projects that in 2022 the global security market may be $143.3 billion
https://www.mcafee.com/enterprise/en-us/asset...-sheet.pdf
If the components of SFOR's intellectal property were to relate to 1% of the entire cyber security landscape then,
$143b @ 1% of the total security marketplace might be $1.43b
I am not saying I have the answers, but the size of the marketplace is enormous. If SFOR's IP has value in this sector, is validated by the courts and big deals, the company may be worth quite a lot. JMHO
The SFOR revenue streams, direct & channel partner licensing, I expect to build slowly starting in this time period as the CEO has stated. Blocksafe will be similar I believe. It's too hard to pinpoint how much and how fast right now.
However, if the appeal wraps up in SFOR's favor with support from the courts, then I feel the other suits will settle quickly and new significant revenue streams will simply start at full throttle rather than a slow build. So, the larger question comes into play and is very interesting. How far will SFOR's IP reach into the marketplace?
We know that there are a number of cybersecurity companies out there now doing 100m in revenue predominantly for endpoints and authentication. I could guess that collectively, those companies are doing at least $1b in revenue globally. (It is informative to start researching the size and scope of the companies that SFOR is litigating. Perhaps their collective endpoint & authentication revenue alone is in that range.) If the lawsuits have impact on $1b in revenues, and those suits morph into licensing agreements with SFOR, then those new revenue streams would be like throwing on a switch that redirects a portion of that pre-existing revenue to SFOR right away. Quite a bit is at stake here and now with the appeal and it's timetable IMO, and I predict that a lot of the cash from any settlements will go to the legal representation.
$1b @ 10% licensing might be $100m
Looking forward with a much broader viewpoint;
Mcafee projects that in 2022 the global security market may be $143.3 billion
https://www.mcafee.com/enterprise/en-us/asset...-sheet.pdf
If the components of SFOR's intellectal property were to relate to 1% of the entire cyber security landscape then,
$143b @ 1% of the total security marketplace might be $1.43b
I am not saying I have the answers, but the size of the marketplace is enormous. If SFOR's IP has value in this sector, is validated by the courts and big deals, the company may be worth quite a lot. JMHO
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