So, I was pissed yesterday. Then I read between the lines and other boards and I believe they would have outperformed the revenue line if not for the patent sale upcoming. Chen said that yearly income on patents is 250 M$. 250/4= 62.5 M$. Now, look at the deferred revenue line you apes between q4 and q3. It went up 61 million. This is not counted in this quarter's revenue because if they sell the patents this revenue will probably go to the buyer and BB will get what they sell it for. Clearly, people want it to go down but without this patent sale, they would be in line if not outperform the revenue expectation of 246 M$. **So what about IVY**? The timeframe for the IVY release day is coming sooner than expected! We can expect it in February 2022 which is insane, I was thinking we’d have to wait many more years to see that released. Yes, you read that right, February 2022!! The thing is, so many people still don’t know Ivy exists and once we start seeing live demos of Ivy in action I expect new investors to flood in and the price to go up significantly. Nothing like Ivy exists on the market today and there are endless opportunities with this technology. In the meantime, now that the quiet period is over I’m expecting a flood of new releases from BB and I’m super excited. Another catalyst will be drones, hoping to hear more on that sometime this year. Furthermore, BlackBerry now has design wins with 23 of the top 25 EV OEM’s, up from 19 of the top 25 last quarter. ​ https://preview.redd.it/t5gla1xygeq61.jpg?width=1200&format=pjpg&auto=webp&s=482436b854acfd98ad625999b1e95cf2db777acd Credits to [u/Canucks103](https://www.reddit.com/user/Canucks103/) & [u/KokoTouch](https://www.reddit.com/user/KokoTouch/) My position: 550X $10 2022 calls.