History says that the 7 or 8 unrevealed licenses total $10.85M to PDS
posted on
Oct 06, 2009 01:21PM
To date, we've been OFFICIALLY informed about the revenue generated by the MMP of approx $283M from either 58 or 59 license deals, depending on whether Sanyo was part of the last 10q report or not. (there is some ambiguity as the PR was annoucned on 6/2 implying it wasn't, but a "mysterious" improperly deposited check that implies that it might have been). MY OPINION is that Sanyo WAS part of the last 10q.
When you calcluate the annual revenues of thost 59 companies, the MMP earns about $1 for every $2633 that the licensees earn in gross annual revenues.
With that in mind, and using the annual revenu figures publicly availabe for the last 7 deals, it projects out that PDS has/will get $10.85M for those 7 deals. HOPEFULLY, that is way low if you beilieve TPL and PTSC's comments about increasing license fees. I say hopefully, because we've heard it for years, but haven't yet seen it. HOWEVER, we haven't had a recertified '336 or '584 before, so I'd expect that will finally begin to show in the fees charged.
In any case, here's the updated license spreadsheet with the up to date deals. The last 2 quarters are only estimates as we have no SEC filings yet to look at to verify amounts. With the 10q due next Tuedsay, it would be a great opportunity for PTSC to bolster market expectations of them by announcing additional license deals, and some positive result of the Baroni hire over the next week, culminating in a very positive, forward looking, and VISIBILITY PROVIDING PR an CC by RG.
What do you say Rick? Do you have it in you? Does PTSC have it in them? I'm counting on it, but sometimes feel like a doubting Thomas. Like Thomas though, I will be overjoyed to KNOW that the talk is not just talk. I'm not expecting miracles, just truth, visibility, performance, and competence.
Date | Licensee | Anl Electronics Revs of Licensee (Millions) - 2006 | License Fee Paid (Millions) | License Fee to Annual Revnues Ratio | |||
1 | FY05 | 2/22/2005 | AMD | $5,600.00 | $3.05 | $1,836 | |
FY05 TOTALS | $5,600 | $3.05 | $1,836 | ||||
2 | FY06 | 7/7/2005 | Intel | $35,382.00 | $20.00 | $1,769 | |
3 | 1/24/2006 | Hewlett Packard | $94,081.00 | $26.40 | $3,564 | ||
4 | 2/21/2006 | Casio | $5,187.00 | $2.00 | $2,594 | ||
5 | 3/1/2006 | Fujitsu | $42,850.00 | $31.60 | $1,356 | ||
FY06 TOTALS | $177,500 | $80.00 | $2,219 | ||||
6 | Q107 | 6/2/2006 | Sony | $43,626.00 | $25.75 | ||
7 | 6/12/2006 | Nikon | $6,656.00 | included above | |||
8 | 6/23/2006 | Seiko/Epson | $12,319.00 | included above | |||
9 | 6/28/2006 | Pentax | $700.00 | included above | |||
Q107 TOTALS | $63,301 | $25.75 | $2,458 | ||||
10 | Q207 | 9/1/2006 | Olympus | $8,636.00 | $6.95 | $1,451 | |
11 | 9/20/2006 | Kenwood | $1,446.00 | included above | |||
12 | 11/27/2006 | Agilent | $5,086.00 | $8.85 | $575 | ||
Q207 TOTALS | $15,168 | $15.80 | $960 | ||||
13 | Q307 | 12/11/2006 | Lexmark | $5,108.00 | $7.32 | $1,504 | |
14 | 12/18/2006 | Schneider Electric | $5,900.00 | included above | |||
15 | 2/8/2007 | NEC (except for NEC America) | $33,742.00 | $15.99 | $2,110 | * | |
16 | 2/20/2007 | Funai Electric Co., Ltd. | $3,095.00 | $2.92 | $1,060 | ||
Q307 TOTALS | $47,845 | $26.23 | $1,824 | ||||
17 | Q407 | 3/9/2007 | Sandisk | $3,258.00 | $22.14 | $1,306 | |
18 | 4/11/2007 | Sharp | $25,651.00 | included above | |||
19 | 5/3/2007 | Nokia | $54,290.00 | $20.95 | $2,591 | ||
Q407 TOTALS | $83,199 | $43.09 | $1,931 | ||||
20 | Q108 | 7/6/2007 | Bull | $1,514.00 | $0.50 | $3,028 | |
21 | 8/29/2007 | Lego | $1,500.00 | $1.00 | $1,500 | ||
Q108 TOTALS | $3,014 | $1.50 | $2,009 | ||||
22 | Q208 | 9/7/2007 | DMP Electronics Inc. | $300.00 | $1.43 | $1,605 | * |
23 | 9/9/2007 | Denso Wave Incorporated | $400.00 | included above | |||
24 | 9/10/2007 | American Power Conversion | $1,600.00 | included above | |||
25 | 10/29/2007 | Royal Philips Electronics | $26,356.00 | $18.00 | $1,464 | ||
Q208 TOTALS | $28,656 | $19.43 | $1,475 | ||||
26 | Q308 | 11/17/2007 | TEAC | $900.00 | $27.92 | ||
27 | 12/3/2007 | Daewoo | $100.00 | included above | |||
28 | 12/6/2007 | WMS Gaming | $500.00 | included above | |||
29 | 12/7/2007 | Lite-On-It | $6,820.00 | included above | |||
30 | 12/10/2007 | Alpine | $23.00 | included above | |||
31 | 12/18/2007 | Matsushita | $77,090.00 | included above | |||
32 | 12/18/2007 | JVC | $6,425.00 | included above | |||
33 | 12/18/2007 | Toshiba | $45,799.00 | included above | |||
34 | 12/18/2007 | NEC Electronics America | $6,054.70 | included above | * | ||
35 | 12/21/2007 | Verigy | $700.00 | included above | |||
36 | 1/4/2008 | Humax | $654.00 | included above | |||
37 | 1/17/2008 | Psion | $375.00 | included above | |||
38 | 2/5/2008 | Tokyo Electron | $6,772.00 | included above | |||
Q308 TOTALS | $152,213 | $27.92 | $5,452 | ||||
39 | Q408 | 2/8/2008 | Direct TV | $13,160.00 | $10.43 | ||
40 | 2/25/2008 | Mattel | $5,970.00 | included above | |||
41 | 2/26/2008 | AMO | $1,090.80 | included above | |||
42 | 2/28/2008 | Citizen | $2,233.00 | included above | |||
43 | 3/6/2008 | Gerber Scientific | $530.40 | included above | |||
44 | 3/17/2008 | Emerson Radio | $233.84 | included above | |||
45 | 4/22/2008 | Research In Motion | $2,668.00 | included above | |||
46 | 4/28/2008 | Onkyo | $500.00 | included above | * | ||
Q4 TOTALS | $26,386 | $10.43 | $2,530 | ||||
47 | Q109 | 6/30/2008 | Hoya | $4,497.00 | $16.28 | ||
48 | 7/10/2008 | Bosch | $68,792.00 | included above | |||
49 | 7/30/2008 | AudioVox | $591.00 | included above | |||
50 | 8/21/2008 | Roland | $807.00 | included above | |||
Q1 TOTALS | $74,687 | $16.28 | $4,589 | ||||
51 | Q209 | 10/2/2008 | Rockwell Automation | $5,503.90 | $2.78 | ||
10/20/2008 | Respironics - Part of Royal Philips | $1,195.00 | included above | ||||
Q2 TOTALS | $6,699 | $2.78 | $2,414 | ||||
52 | Q309 | 12/2/2008 | Asustek | $20,131.00 | $0.29 | ||
Q3 TOTALS | $20,131 | $0.29 | $69,417 | ||||
53 | Q409 | 3/13/2009 | Roper | $2,800.00 | $4.05 | ||
54 | 3/23/2009 | Unisys | $1,280.00 | included in above | |||
55 | 3/26/2009 | Hoffman-Laroche | $8,547.00 | included in above | |||
56 | 4/20/2009 | Varian Medical | $2,070.00 | included in above | |||
57 | 5/5/2009 | Pantech & Curitel | $1,636.00 | included in above | |||
58 | 5/12/2009 | ADC Telecom | $1,456.00 | included in above | |||
59 | 6/2/2009 | Sanyo | $21,805.00 | $6.00 | |||
Q4 TOTALS | $39,594 | $10.05 | $3,939 | ||||
60 | Q110 | 7/2/2009 | Smith & Nephew | $3,801.00 | $1.44 | estimate | |
61 | 7/29/2009 | Cardiac Science | $206.00 | $0.08 | estimate | ||
62 | 8/14/2009 | Melco Holdings | $1,268.79 | $0.48 | estimate | ||
Q1 TOTALS | $5,276 | $2.00 | $2,633 | ||||
63 | Q210 | 9/10/2009 | Alcon Inc. | $6,293.70 | $2.39 | estimate | |
64 | 10/5/2009 | Harmon International | $2,891.00 | $1.10 | estimate | ||
65 | 10/5/2009 | TPV Tech | $8,455.00 | $3.21 | estimate | ||
66 | 10/5/2009 | Textron Iinc. | $5,662.00 | $2.15 | estimate | ||
Q1 TOTALS | $23,302 | $8.85 | $2,633 | ||||
TOTALS | $772,570.13 | $293.45 | |||||
$1 of License Fee Paid per Annual Revenues Dollars Earned | $2,633 | ||||||
* | indicates estimated annual revenues |