Smith Micro Sells Off, But The Prospects Remain
The short-term headwind was not unexpected, even if the retrenchment in CommSuite is going faster than expected. What was also known is the $13.6M payment to Avast for retaining AT&T […]
3 Smallcaps That Got Flushed With The Market
Our marketplace service has largely avoided bigger growth stocks because we couldn’t justify the sky-high valuations. However, the smallcap growth stocks in which we specialize have been in a bear […]
Smith Micro Set For Multiple Year Expansion
It was a long wait but the company finally signed the contract with T-Mobile, enabling it to replicate the success the company had with Sprint with 3x the subscriber base. […]
Smith Micro: The Dominant Family Safety Solutions For Carriers
After Verizon renewed its contract with the competition, Smith acquired that business from Avast, making it the dominant player. This is distinctly second best to winning Verizon outright as there […]
10 Reasons To Buy Smith Micro
For us it’s all about risk versus reward and we don’t see a better risk/reward proposition than Smith Micro. The company is very likely to bag several new carrier deals […]
Smith Micro: A Safe Haven Producing 65% Growth With 91% Gross Margins
Smith Micro’s SafePath is likely to benefit from the T-Mobile/Sprint merger, as it made a smart acquisition to increase its chances of becoming the preferred solution for both. It has […]
SHU Portfolio Update: Smith Micro’s Cash Flow Bonanza
While shares sold off after earnings, we think investors are missing the 91% gross margins and free cash flow which reached a full half of the company’s revenues. The disappointment […]
Smith Micro Has An Open Ended Upside
The company is enjoying unprecedented growth with just one of its revenue streams at one carrier. This growth has only just began and has quite some way to go. The […]
Smith Micro’s Stock Can Blast Higher At Any Moment
The company basks in 35% organic revenue growth and nearly 90% gross margins, even without expected catalysts. The sunsetting of Sprint’s legacy app will come some day, but SafePath’s growth […]
SHU Portfolio; Smith Micro’s Share Price Revives
Smith Micro share price got a shot in the arm from the Q4CC – investors liked what they heard. Indeed, there was impressive margin expansion to note, and the company […]