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Tag Archives: CAMP

Transformation At CalAmp

The company is slowly shifting from a hardware-orientated business towards a more subscription and SaaS-based business model. LoJack US especially has some way to go here, due to the legacy […]

September 7, 2020 admin

CalAmp Shares Are Down, But Certainly Not Out

The company’s figures are buffeted by a series of transitory effects, from acquisitions to network transitions, tariffs, closing factories, supply-chain changes and what not. Under the hood, hidden by these […]

January 14, 2020 admin

CalAmp Is At An Inflection Point

CalAmp’s telematic business has been beset by supply chain issues and purchasing accounting, but these headwinds should wear off during the rest of the year. That will lay bare the […]

July 1, 2019 admin

An Opportunity In CalAmp Has Opened Up

The company is slowly but steadily increasing the SaaS recurring portion of its revenue, boosting growth and margins. While the company still sells mainly hardware which is only growing a […]

October 17, 2018 admin

CalAmp Has A Considerable Runway

After moving sideways for the 5 months since we first wrote about the company, we think things are looking up again. The company will benefit from a growing market, which […]

April 19, 2018 admin

Telematics Is Hot And CalAmp Has Multiple Growth Avenues

A telematics company with a world-wide presence and a couple of recent big customer wins. We see several more growth drivers for the future. However, 2017 had tough comps, so […]

December 7, 2017 admin
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