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• The company experienced a 50% increase in its media revenues, although a considerable part of that is probably inflated by safety inventory building customers.
• Nevertheless, sooner or later, some of its 400+ customers will get FDA approved which will produce a jump in their demand for BioLife’s products.
• The acquisition strategy is the other main value builder for shareholders, but so far, the balance isn’t too positive here.

Source: Solid Quarter For BioLife, But Dilution Is A Little Concerning (NASDAQ:BLFS) | Seeking Alpha

• Given the present cash balance and upcoming partner payments we don’t think investors have to worry about cash anytime soon.
• The question will be, how fast can the company ramp sales to grow into its $1.4B valuation.
• We think signing up 100K US patients, not even counting foreign royalty income, would do the trick, which seems a very low bar to us.

Source: Esperion Has A Low Bar To Climb To Warrant Its Present Valuation (NASDAQ:ESPR) | Seeking Alpha

• The company remains well-positioned to profit from the explosion in connectivity, like 5G, WiFi 6, Bluetooth, and the like.
• But it also increasingly has a stake in IoT solutions like sensors, which benefit from all that coming connectivity.
• While mobile phones could still be a headwind, the company is increasingly diversifying away from handsets.
• Their business model potentially contains a huge amount of operational leverage, even a little revenue growth should go almost straight to the bottom line.

Source: CEVA Inc. Operational Leverage Has High Potential To Produce Another Positive Earnings Surprise (NASDAQ:CEVA) | Seeking Alpha

• The pandemic turned out to be not the great disaster for PAR Technology that investors had feared.
• In fact, when all is said and done, they might even emerge in a stronger position at the other end, as competitors struggle more.
• But in the meantime, while they still have plenty of cash, the company is losing it at a pretty rapid rate, which is a little concerning to us.
• The main risk is that the pandemic slump lasts much longer than many people seem to price in at the moment, and that risk seems real to us.

Source: PAR Technology Is Surviving The Pandemic Impact (NYSE:PAR) | Seeking Alpha

• Rubicon is starting Q2 as a combined company with Telaria, but the market could hardly be worse, and revenue is expected to fall by some 30%.
• Even Telaria’s touted CTV business will slow down greatly in Q2, as the ad market is slumping.
• But there might be a silver lining. The move to CTV is accelerating as a result of the pandemic.
• We do fear that the US isn’t coming out of the pandemic-induced slump anytime soon though, which puts a little bit of a damper on the immediate outlook for the company. Although, much of the downside is already priced in.

Source: Strong Headwinds For The Rubicon Project, But There Is A Silver Lining (NYSE:RUBI) | Seeking Alpha

• The pandemic is leading to a structural shift towards digital just when Inseego was emerging with the right products.
• Demand for its 4G and 5G gear is already booming, and we’re still in the first inning.
• From one carrier with a limited product, Inseego now serves 11 carriers with products that will have a much wider adaption.
• There were a few other pleasant surprises in the Q1CC.

Source: Booming Inseego Is At The Right Time And Place With The Right Products (NASDAQ:INSG) | Seeking Alpha

• The company, rather than facing headwinds from the Covid-19 pandemic, is benefiting from moderate pandemic-induced tailwinds, like cheaper ad rates and accelerated digitalization of the insurance industry.
• With revenue growing at 50%+ and benefiting from powerful network effects, shares are still fairly modestly priced.
• Add to that positive cash flow and a strong balance sheet and one could even say it’s a bargain.

Source: EverQuote Keeps On Giving (NASDAQ:EVER) | Seeking Alpha

• The company has faced headwinds for a couple of years that are prolonged due to the COVID-19 pandemic impact.
• But underneath, there are still secular tailwinds blazing with ever more electronics going into ever more stuff.
• And the strength of the company’s products and balance sheet, it is likely to emerge from the headwinds in a stronger position.

Source: Data I/O Will Emerge Stronger From The Downcycle (NASDAQ:DAIO) | Seeking Alpha

• The company offers a simple way for companies to digitalize their processes.
• It has used the pandemic to showcase the speed and ease of building essential processes and it should not face much headwind from the pandemic.
• Given growth and profitability metrics the shares are not cheap, but selling OTM puts or in installments could offer a way around that.

Source: Appian: The CIO’s Friend (NASDAQ:APPN) | Seeking Alpha

• The shares of Kopin are off from the lows on prospects of ramping up military revenue, increased yield and cost cutting.
• The company has a strong technology position, in particular its innovative dual OLED backplane technology.
• But losses remain substantial, as well as cash outflow while investors await a real take-off in mass adoption of AR/VR.

Source: Kopin: From Investment To Revenue Generation (NASDAQ:KOPN) | Seeking Alpha