On 11/22/05, Muhamad Carlos Patriawan <[EMAIL PROTECTED]> wrote:
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Ach yang benar Ach...

Ini hasil Finansial Report RedHAT kuarter ini dari
http://biz.yahoo.com/e/051011/rhat10-q.html :


Subscription and services revenue:
Subscription:
Enterprise technologies                 $     53,758
Retail                                            -
Embedded                                         569
                                        -- --------- -    -- ---------
-    -- --------- -    -- --------- -
Total subscription revenue                    54,327


Services:
Enterprise technologies                       10,684
Embedded development services                707
                                        -- --------- -    -- ---------
-    -- --------- -    -- --------- -
Total services revenue                        11,391

.......
++++Subscription revenue
Subscription revenue is comprised of enterprise and embedded revenues.
Retail products are no longer sold. Accounts receivable and deferred
revenue are recorded at the time a customer enters into a binding
agreement for the purchase of a subscription, subscription services are
made available to the customer and the customer is billed

....
++++Services Revenue
Services revenue is comprised of enterprise technology services and
embedded development. Enterprise technology services are comprised of
revenue for enterprise consulting and engineering services and customer
training and education.


Kesimpulan: Revenues Redhat dihasilkan primarily dari Enterprise
customer Redhat Subscription,Nilainya 5x lebih besar dari services.Dari
Retail: nihil.

Btw,makanya penting bangeet mengerti membaca finansial report publik
company (10K/10Q) dan akuisisi/merger/stock options.Bukan
glamournya,tapi biar bisa bedakan antara gosip di luaran/blogs  dan
financial fact :)


Subscription service-nya Redhat itu seperti apa sih? Asumsi saya adalah orang (korporasi) yang membeli Redhat asli (maksudnya langsung dari Redhat) supaya dapat subscibe ke release terbaru mereka termasuk support.

Ini bukannya termasuk servis juga (walaupun di neraca keuangannya dibedakan)?

--
Oskar Syahbana
http://www.permagnus.com/
http://blog.permagnus.com/

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