- It looks like the long predicted 5G party is about to start and getting larger than we expected, with Inseego in talks with 30 mobile operators.
- The company is pretty confident it can get its 8-10 design wins this year, and it is halfway through that target already.
- Inseego’s international opportunities look to be much bigger than we assumed, and its IoT solutions from Skyus are likely to join in.
- The company is set for 5-10 year significant growth on the back of 5G, and in that time frame, its SaaS telematics business will also likely be much bigger.
Source: Rapidly Growing Pipeline At Inseego – Inseego Corp. (NASDAQ:INSG) | Seeking Alpha