George Holmes, CEO of RF filter company Resonant, discusses the rollout timeline of high-speed consumer 5G capabilities in June 2021.
0:00 / 0:08exact quote · 8.3s
720p mp4 · rendered on demand · StarZero watermark
“You know, we're looking for that 32nd download of a high-def movie as we're jumping on an airplane. Just doesn't happen today. It won't happen for a couple of years.”
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More from George Holmes
AssertionNot checkable as stated
Holmes: Resonant Earns 7% to 15% Royalty Rates, Beating Peers
“If you look at the largest licenses, Licensors of technology, companies like Arm, Tesra, Siva, and whatnot, they're very happy to get one to two percent royalty. We're getting on average seven to 15% royalty”
George HolmesJun 19, 2021▶ 10:57$3m in Revenue and $227m Market Cap? How is Resonant thinking about Software?
PredictionDidn’t hold up
Holmes: Resonant could reach $100M revenue by 2025 to 2026
“We're thinking that the opportunity set is in the 20, 25, 20, 26 range is where those opportunities will present themselves as the unit volumes continue to expand and the number of devices continue to expand over the course of the next several years.”
George HolmesJun 19, 2021▶ 14:14$3m in Revenue and $227m Market Cap? How is Resonant thinking about Software?
AssertionContradicted
Resonant claims monopoly on 3D acoustic wave filter modeling software
“We are the only ones that have a tool like this that allows us to do three-dimensional modeling of acoustic wave filters.”
George HolmesJun 19, 2021▶ 4:11$3m in Revenue and $227m Market Cap? How is Resonant thinking about Software?
PredictionNot checkable as stated
Holmes: Largest customer could generate over $100M annually for Resonant
“We believe that customer has the potential to generate over a hundred million dollars annually for Resonant you know, as they get to full volume on delivering filters into the five G space.”
George HolmesJun 19, 2021▶ 13:42$3m in Revenue and $227m Market Cap? How is Resonant thinking about Software?
Disclosure
Resonant customers have sold over 60M devices to phone manufacturers
“So we've sold right now over sixty million devices into the marketplace. So customers, our customers have sold those to phone manufacturers today.”
George HolmesJun 19, 2021▶ 8:29$3m in Revenue and $227m Market Cap? How is Resonant thinking about Software?
PredictionNot checkable as stated
Holmes: Resonant 5G Deal Will Enable Billions in Customer Revenue
“With our most recent deal for five G filters, we are going to enable several billion dollars worth of revenue for our customer.”
George HolmesJun 19, 2021▶ 10:04$3m in Revenue and $227m Market Cap? How is Resonant thinking about Software?
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