The next-generation battery producer has produced a series of breakthroughs on multiple dimensions like capacity, safety and speed of recharge. There is a beginning of commercial success and this can […]
CoreCard shares have become cheap, even if they don’t land another big customer in the near future they are really attractively priced on their present growth and margin profile. They […]
The company spent the pandemic years in the wilderness as blood donors stayed away and their accounting for brokerage from pharma programs was overly aggressive. But the company kept on […]
While the company added three more big pharma partners, this is not what shareholders prefer to hear as the company already has more than two dozen of these. These partnerships […]
Digital Turbine growth disappoints, but its unique position on phones and margin expansion should provide some counterbalance. Longer-term growth drivers are still in place, with new drivers about to begin, […]
Between the work-from-home pandemic trend, the 4G boom, and emerging 5G, the FWA-enterprise and SaaS boom were much bigger than we expected. But finally, there are places for the FWA-enterprise […]
Underlying demand is strong for the company but buffeted by macro problems like the Chinese lockdowns, supply chain problems, and the Ukraine war. Supply chain problems have started to ease […]
Subscriber and revenue growth for their mobile broadband business continues at a torrid pace. Margins are low still but gross margin is set to rise with an increasing installed base […]
The placement of new Focal Ones got off to a good start this year and a filled-up pipeline is promising more, boosted by a big reimbursement improvement for Medicare. Reimbursement […]
111, Inc. kept growing despite strong headwinds from pandemic lockdowns, which will continue to plague Q2 but not enough to lower FY22 outlook. 111, Inc. has plenty of growth avenues, […]