It’s Not Too Late To Get On Board With PaySign
PaySign is fast growing, profitable and generates cash, and the growth is set to continue for the foreseeable future. The company leverages its core capabilities in new segments and expands […]
Telaria’s CTV Bonanza Is Continuing Unabated
The company’s growth engine, its programmatic CTV business, is growing at triple-digit rate and raking in 88% gross margin. This growth is only in the early innings and is much […]
Eros International: An Emerging Indian Streaming King
The company is in the midst of a transition towards a subscription-based streaming model, temporarily depressing revenues. But the growth in paid subscribers and registered viewers is large. The company […]
Another Stellar Quarter At Intelligent Systems
The company is going from strength to strength, raking up another impressive quarter. The company sprouts an unprecedented 44% operating margin, even when it’s hiring and laying the foundations to […]
Ceragon’s Recovery Will Only Happen In H2 2020
The company is supposed to be a big beneficiary from the 5G network build-out, but this is happening much slower than hoped, especially in its largest market, India. As a […]
Amazon’s Edge In Edge Computing Can Be Blunted By The Telecom Carriers
The emergence of 5G and IoT has opened a flood of applications that are latency sensitive, tremendously boosting the growth of edge computing. A division is likely to emerge where […]
Zebra Technologies: Tailwinds Continue
Despite moving most of its supply chains and sourcing out of China, a costly operation, the company produced good Q3 results. Zebra Technologies is well-positioned to benefit from increased digitalization […]
There Is No Economic Rationale For Brexit
Brexit has so exhausted British politics and society that many would want to see it disappear, whatever the solution. This has moved the debate to “get it done,” which has […]
Intevac Is Turning Profitable
The company has two divisions and five different businesses. All five are doing well at the moment with their photonics business as the standout. Two of their thin film businesses […]
Illumina Selloff Is An Opportunity
When market leaders in growth industries sell off, it opens opportunities for investors. The company really dominates its industry, and the growth slowdown looks temporary. Fundamentally, lower prices and medical […]