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Entries Tagged as 'INS'

Intelligent Systems: The Pandemic Headwind Is Already Priced In

June 30th, 2020 · Comments Off on Intelligent Systems: The Pandemic Headwind Is Already Priced In

The company sprouts very capable and flexible card processing technology which has attracted a gilt-edged customer, enabling significant growth. However, the pandemic is slowing down that growth, although it remains to be seen by how much. Given the stellar margins, cash flow, balance sheet, and potential to land additional customers, we think that headwind has […]

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Tags: INS

Intelligent Systems Riding The Wave Of The Apple Card

February 20th, 2020 · Comments Off on Intelligent Systems Riding The Wave Of The Apple Card

The company produced another stellar quarter, handsomely beating expectations driven by growth in the Goldman Sachs/Apple card, good for 60% of its revenues. Growth is set to continue, but investors are in the dark about its rate this year. However, margins and company financials are stellar and the latter are likely to improve further, opening […]

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Tags: INS

Another Stellar Quarter At Intelligent Systems

November 8th, 2019 · Comments Off on 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 accommodate more big customers. Valuation multiples aren’t excessive, although due to the lumpiness of license income, visibility isn’t perfect. Source: Another Stellar Quarter At Intelligent […]

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Tags: INS

Intelligent Systems’ Growth Is Only In The Early Innings

August 18th, 2019 · Comments Off on Intelligent Systems’ Growth Is Only In The Early Innings

The shares seem to have shaken off the short reports, even though the company is bombarded with lawsuits. In the meantime, the company produced another stellar quarter, producing 64% revenue growth and considerable operational leverage. While the shares are not cheap and very volatile, we think that the growth of the company is only in […]

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Sea Change At Intelligent Systems

March 29th, 2019 · Comments Off on Sea Change At Intelligent Systems

With not one, but several billion dollar customers, this company is really promoting to the big league. To boot, financial performance is already increasing with tremendous operational leverage kicking in, even before those new big accounts are up and running. So, while the shares are not cheap on current metrics, they are very likely to […]

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Tags: INS

Intelligent Systems’ Amazing Rally Is Set To Continue

January 22nd, 2019 · Comments Off on Intelligent Systems’ Amazing Rally Is Set To Continue

The company has developed smart software for processing a whole variety of cards, generating one-off license income and recurring revenues, some of which taper over time. It was already growing nicely, but it suddenly hit the jackpot with a large customer coming on board. We think this is likely to help the company to get […]

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Tags: INS