As management implicitly admits, the company has a few ‘dodgy’ customers, start-ups that might not produce revenues, hence not all of its $1B backlog will convert into revenues. But for […]
The company has carved out a valuable niche in the security market with central management and automation of organizational security policy. Giving the escalating connections and network complexity, the demand […]
The shares of Sierra Wireless are lingering on restructuring cost and some temporary headwinds from some part of the markets. But the rest of the year should be better as […]
The company touts an impressive backlog and is expanding geographically. It takes on ever more complex projects increasing its TAM.The most promising parts are its own energy plants and O&M […]
The shares of Flexible Solutions have rallied 200% this year whilst revenue is doubling, powered by a couple of smart acquisitions. The company has some promising products that produce significant […]
The company’s fast growth has stalled due to what seem to be temporary circumstances. We think many of these will soon subside and growth will resume and indeed in April […]
The company is facing market changes with a shift towards more networked and integrated IoT-type solutions. Smart acquisitions and cooperation with other companies have enabled the company to be well […]
On paper, their business model looked very promising and the company has indeed produced spectacular growth. However, developments still underwhelmed with six consecutive quarters of earnings misses, strategy shifts and […]
The advantage of having your own payments platform is that it can be leveraged, and this is what the company is doing. It started in one vertical, plasma with fairly […]
The medical device company sprouts SaaS-like metrics; 30%+ growth, 80% recurring revenues, 80%+ gross margin and it’s profitable and cash flow positive. The big sales force expansion depress these figures […]