The company has multiple promising medical devices in various states of regulatory approval, although three of these have already entered the commercial stage. Yet, like for most pre-revenue medical device […]
Shares have been taken down yet again, on a mild guidance decrease. However, order growth has come back strongly and revenues will follow that. More especially, hiring will slow markedly […]
For us it’s all about risk versus reward and we don’t see a better risk/reward proposition than Smith Micro. The company is very likely to bag several new carrier deals […]
Dizzying triple-digit rate growth looks to be continuing for quite a while due to the introduction of a new platform. The company can add brands and products almost at will. […]
The company has embarked on a comprehensive turnaround strategy trying to revive growth (or at least, stem the decline) and cut cost. The early results are encouraging. The company has […]
It’s up by 45.78% since its inception less than five months ago. It has already quite a few positions that have nearly doubled, doubled, or even almost tripled. Out of […]
The company has done very well since our last inspection. It has mastered the art of ROI-focused decision-making. There is a secular tailwind with ever more silicon going into ever […]
To the surprise of management, there was almost no impact of the pandemic in Q2. The company is benefiting from structural tailwinds that are set to last, with wafer growth […]
Operating in a fragmented market the company has developed a well-rehearsed acquisition playbook that turns companies around quickly. The acquisitions also add numerous cross-selling opportunities and the company is gradually […]
While the company has experienced headwinds from the pandemic, growth is already returning. The company has a solid growth trajectory generating 90% gross margins and increasing amounts of free cash […]