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Entries from August 2019

IPG Photonics: Another Victim Of The Trade War

August 18th, 2019 · No Comments

Despite a strong sequential recovery, revenues are still down from last year as trade uncertainty and currency movements lead to price erosion bite. After the quarter, things have taken a turn for the worse again on escalating trade tensions and it’s difficult to see this ending anytime soon. However, the underlying health of the company […]

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Tags: IPGP

Pareteum’s Blowout Quarter, But Some Doubts Linger

August 18th, 2019 · No Comments

The company is in hyper growth, although a considerable part is due to acquisitions. Given the markets for CPaaS and IoT/Smart Cities are still in the early innings. We expect that growth to continue for quite some time. While not unusual for a company at this stage, worries about cash outflow and receivables linger and […]

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Tags: TEUM

Telaria, An Emerging CTV King

August 18th, 2019 · No Comments

Here is another company that benefits from the streaming revolution, and it seems pretty well-placed to continue to grow revenues at a very fast pace. Telaria is benefiting from a shift to programmatic and connected TV, and has shed its demand-side business to be more impartial and transparent. With faster-paced connected TV revenues an increasing […]

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Tags: TLRA

Intelligent Systems’ Growth Is Only In The Early Innings

August 18th, 2019 · No Comments

The shares seem to have shaken off the short reports, even though the company is bombarded with lawsuits. In the meantime, the company produced another stellar quarter, producing 64% revenue growth and considerable operational leverage. While the shares are not cheap and very volatile, we think that the growth of the company is only in […]

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Tags: INS

Blow-Out Quarter At Orion Energy Systems

August 18th, 2019 · No Comments

The company enjoyed a blow-out quarter based on a big national retrofit contract. Tripling revenues didn’t require any increase in CapEx or OpEx, which is something to keep in mind. While the timing of new orders is uncertain and not every quarter is going to be as good as this one, we think the company […]

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Tags: OESX

Trade War: The Free Lunch Is Over

August 8th, 2019 · No Comments

So far, the trade war with China, which has been fought on a host of misconceptions, has not produced serious economic consequences for the US economy and markets. But after the latest escalation, that benign outcome can no longer be guaranteed. Any further escalation risks doing serious damage to the US markets and economy. The […]

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Tags: Trade

Data I/O Is In A Firm Down-Cycle

August 8th, 2019 · No Comments

Data I/O is experiencing the worst cyclical downturn since 2012-2013, according to its CEO. Yet, the company is weathering this downturn much better than previous ones due to a greatly reduced cost level. While things might bet worse before they get better, as ever more electronics is going into ever more stuff, the company has […]

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Tags: DAIO

Sooner Or Later, The Progress At Intevac Will Push The Shares Higher

August 5th, 2019 · Comments Off on Sooner Or Later, The Progress At Intevac Will Push The Shares Higher

The company’s outlook is given a big boost by a new significant contract win for their photonics business. Their VERTEX and MATRICS platform evaluation wins also increase the odds for gaining substantial future revenues. The outlook for their ENERGi and disk spluttering businesses is solid. With some of the progress shifting into 2020, investors are […]

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Tags: IVAC

Bull Thesis In Zynex Confirmed By Q2 Figures

August 5th, 2019 · Comments Off on Bull Thesis In Zynex Confirmed By Q2 Figures

The company produced stellar Q2 figures despite a rather epic sales force ramp that took S&M 111% higher in the quarter. The company can easily afford this sales ramp, and we don’t think investors appreciate the inherent flywheel effect that will come as a result. We are also getting a little more optimistic about the […]

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Tags: ZYXI

Smith Micro Has An Open Ended Upside

August 2nd, 2019 · Comments Off on Smith Micro Has An Open Ended Upside

The company is enjoying unprecedented growth with just one of its revenue streams at one carrier. This growth has only just began and has quite some way to go. The generated revenues produce 90%+ gross margins, recurring revenues and little in the way of selling effort, which is done by the carrier. So if one […]

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Tags: SMSI