Comments on: PalmSource Reports Fiscal First Quarter Results

PalmSource LogoPalmSource today announced results for its fiscal first quarter ended September 2, 2005. Revenue for the first quarter of 2006 was $15.8 million, as compared to $18.2 million reported in the year ago quarter. Gross margin was 93 percent, roughly flat with the year ago quarter.
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What's Access's debt?

Sam H @ 9/22/2005 2:10:36 PM # Q
Does anyone know how much Access had to borrow to buy PalmSorce?
RE: What's Access's debt?
SeldomVisitor @ 9/22/2005 2:33:58 PM # Q
Gonna be a lot more after acquiring PSRC, that's for sure!

Was a Head Scratcher of a deal - even more of a Head Scratcher now.

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Despite Treo PALM sales flat

sr4 @ 9/22/2005 2:56:09 PM # Q

Assuming Palm is now 90% of POS sales, their sales in total have not increased much year on year. They have however managed to transition from PDA's to higher margin treo's very well.

Some numbers.
Palm(one) Q3 2004
1076470 total sales

Palm Suggested Q3 2005 numbers (estimated)
1080000 total sales (virtually identical)
475200 Treo's
604800 Handheld PDA's

There may have been a small quarter on quarter gain in Palm's favour, but year on year they are down. This also put paid to the myth that millions of PalmOs handhelds are selling in Asia (which makes the Access purchase even more mystifying)

Surur

RE: Despite Treo PALM sales flat
SeldomVisitor @ 9/22/2005 4:05:13 PM # Q
Why, when PSRC said in their couple-months-ago Annual report that PALM was 65% of revenue, would you believe PALM is now 90%?
RE: Despite Treo PALM sales flat
sr4 @ 9/22/2005 4:29:59 PM # Q
Canalys numbers for PalmOne Q2 2005

http://blogs.zdnet.com/ITFacts/?p=8586

http://blogs.zdnet.com/ITFacts/?p=8569

Palm devices sold Q2 2005
1,057,420
PalmSource Licenses sold Q2 2005
1,157,720

Thats 91.3% of POS sales being to P1 in Q2 2005. Its obvious they make a lot of their revenue a) from the sale of their name and b) from mandatory license fees from companies who are not shipping any devices (e.g. Sony). But you are right that Palm's numbers would be marginally better if I assume they are now shipping 100% of PalmOS licenses.

Surur

RE: Despite Treo PALM sales flat
sr4 @ 9/22/2005 5:07:06 PM # Q
"We're pleased with the company's performance during the quarter," said Ed Colligan, Palm president and chief executive officer. "Treo smartphone sell-through was 470,000 units, which reflects an increase of more than 160 percent from the year-ago period. Our share in the handheld-computer market rose, and we're excited about our overall product roadmap."

http://www.palminfocenter.com/view_story.asp?ID=8076

This number actually matches my calculations from earlier, which confirms that they sold about 600 000 PDA's also.

Surur

RE: Despite Treo PALM sales flat
SeldomVisitor @ 9/22/2005 6:37:12 PM # Q
Oh oh - gotta be CAREFUL whenever PALM talks "sales" there!

Sell-IN and sell-THROUGH are two different animals!

PALM makes (almost 100%) of their money from sell-IN.

Don't let them (very purposefully, IMHO) confse you!

Whatta game!

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PALM, however, misssed

SeldomVisitor @ 9/22/2005 4:23:41 PM # Q
.


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