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Nuance Communications (NUAN) Message Board

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  • hooveredbyndavis hooveredbyndavis Feb 10, 2012 2:45 PM Flag

    Quantifying the Siri hype

    I know it's difficult guessing at the "arrangements" but that's what NUAN is forcing the analysts to do and then post an opinion and an earnings estimate-tough.
    Anyway, the drop off in rev. says to me that either they lost a customer or the Q did not contain a lump sum payment (read Siri). And yes, I'm guessing cuz we're forced to.

    If billygwa74 info is correct and AAPL negotiated a multi year rights deal for $300m, the hype of Siri will most likely be a long term disappointment.
    Even before this brouhaha I thought Ricci was way overpaid.

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