Sellers Of Inseego Are Missing The Shift Towards Enterprise And SaaS

  • The market fears that the pandemic related work from home growth spurt in the company’s sales has come to an end.
  • While that might very well be true, we think there is plenty of growth in the company left; the 5G rollout has only just started.
  • And fundamentally, the company is riding three different waves, which seem to be only in the first innings.
  • These waves are the 5G rollout, the enterprise market, and the foothold the company is gaining in both with its SaaS solutions.
  • Then there are the company’s IoT solutions, which are also well positioned for further growth.
  • This idea was discussed in more depth with members of my private investing community, SHU Growth Portfolio. Get started today »