Margin Expansion At Synaptics Isn’t Done
The company is already experiencing considerable margin expansion and the recent divestiture and acquisition are likely to add to that, further moving to higher margin products. The result is a […]
Neos Therapeutics Is Hitting A Considerable Air Pocket
Neos is buffeted by the pandemic and wholesaler inventory levels which have produced declines in subscriptions and revenues. The full impact of the pandemic has yet to be felt as […]
J2 Global Is Downright Cheap
A short report accuses the company of self-dealing and a lack of goodwill impairment, things management vehemently disputes. While it’s difficult to adjudicate who is right here, we think as […]
Radcom Will Lift Higher On 5G And Rakuten
Radcom’s NFV solutions were perhaps a little ahead of their time but the advent of 5G will give a big push for the company’s solutions. The company also has the […]
NantHealth Points To The Future Of Healthcare
Personalized, integrated and evidence-based healthcare is what the company’s solutions enable and that’s just what the doctor ordered. The company has two collaborative SaaS platforms that enable close cooperation and […]
New Relic Could Gain A Second Wind
The company ran into some execution problems as it focused on the introduction of its New Relic One platform last year. Now that these problems seem behind us and the […]
Pandemic Demonstrates The Importance Of Masimo’s Remote Monitoring Technology
The company sees surging demand for its remote monitoring technology and solutions from the pandemic and much of this is likely to last post-pandemic. However, the exact monetary effect is […]
Tufin Software Technologies Is Benefiting From Work From Home
The company had a rough Q1 as its peak weeks for closing deals coincided with the start of the lockdowns. Figures were particularly bad as the company considers 2019 and […]
MagnaChip Transforms Into Something Better
The company is concentrating on its display driver and power business, divesting from its foundry business. Demand for its OLED drivers is booming. This greatly improves the balance sheet, eliminates […]
Duos Faces Some COVID-19 Headwinds
Customer logistics have been getting a little more complicated as a result of pandemic restrictions, which is leading to delays of projects and orders. However, there have been no cancellations, […]