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 […]
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 […]
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’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 […]
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 […]
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 […]
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 […]