The company’s strong growth is likely to suffer as a result of the pandemic, but we think this is only a temporary blip. The company rapidly adjusted and developed two […]
The company is marching on as if there is no pandemic, belying fears about the possible impact of soft device sales and a crash in the ad market. The company’s […]
The company was cruising in Q1 with double digit volume growth but then the pandemic struck taking volumes deeply negative. The company reacted swiftly with additional cost cutting and an […]
The company has an attractive business model that generates decent cash flow already and tiny profits. However, worries about the true size of its TAM, declining growth and emerging competition […]
Demand for most of the company’s products is booming due to secular tailwinds. However, supply constraints and uncertainty about mobile phone demand are short-term negatives. Despite declining revenue as a […]
The company has introduced a new product called Shield, which is complementary to their existing products and mostly meant for the commercial market where Intrusion hardly has any presence. They […]
The company has developed unique technology for administering certain drugs subcutaneously at home, rather than through IV in a clinic. The uptake of this is receiving an impulse as Grifols, […]
The company is in the midst of a strategic reorientation away from their traditional lease business and towards their more promising marine technology products. Some benefits are already visible in […]
The company has a number of products in various states of regulatory approval, each of which have a substantial market opportunity. Commercialization of three of its bigger solutions is imminent […]
The company’s video codecs, Napster and other assorted businesses have lingered, not producing any profits. However, they have a growing gaming business that looks interesting. But we think the winner […]