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 […]
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 […]
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 […]
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 […]
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 […]
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 […]