SWIR will release financial results for the quarter ended June 30, 2015 after market close on Thursday, August 6, 2015.
Sierra Wireless President and CEO, Jason Cohenour, and CFO, David McLennan, will host a conference call and webcast with analysts and investors to review the results at 5:30 PM Eastern time the same day. A live slide presentation will be available for viewing during the call from the link provided below.
To participate in this conference call, please dial the following number approximately 10 minutes prior to the starting time:
Toll-free (Canada and US): 1-877-201-0168
Alternate number: 1-647-788-4901
Conference ID: 54272804
There is nothing scary about SWIR. Its current downtrend in the share price is caused by market's reaction to SWIR'S lower guidance for this term. But there are a few things to remember. First, SWIR has a history of under--promising and over- delivery. Then. there were supply constraints of RF components hurting its revenue and adding cost in remedying replacement of the newly designed parts ( which they promised to do). Also, remember that SWIR commands 34% of the global market and is best positioned to take advantage of ifs ability to provide a complete solution to connect any device that is connectable to the internet The market, also, looks to the future not to what happened in the past. In addition, by the year 2020 over 9 trillion devices will be connected. Even if SWIR will capture a fractional l amount of 9 trillion this will be a huge addition to the bottom line of SWIR'S stock price.So, as you can see, not only SWIR is not scary but SWIR has a has a good opportunity to recover the highest price that it attained this year. this , of course is my opinion so please do your own DD
Excerpt:Better-ranked stocks in the industry include InterDigital, Inc.
, Sierra Wireless Inc.
and Zhone Technologies Inc.
While InterDigital sports a Zacks Rank #1 (Strong Buy), both Sierra Wireless and Zhone Technologies carry a Zacks Rank #2 (Buy
SWIR) (SW.TO) today announced that Arval, a leader in full service vehicle leasing, fleet management, and usage-based insurance owned by BNP Paribas, has selected Sierra Wireless device-to-cloud technology to build its new global telematics solution.
The Arval telematics solution leverages the Sierra Wireless AirVantage® cloud, enabling Arval and its customers to monitor and manage a vehicle’s usage through a telematics on-board unit wirelessly connected to the cellular network with Sierra Wireless AirPrime® embedded modules. Targeted at enterprise fleet managers, the service enables them to track mileage, fuel consumption, driver behavior, and maintenance, as well as utilize usage-based insurance (UBI) models for cost savings.
densber, charts". : Who cares what charts said last year or last month, it has no value in determining what the stock price will be. The important thing is to determine what to buy. Once "you've" done that just stay "put" until "you've' decided to sell! That is what an astute investor would do!
Excerpt from "which is better SWIR or CalAMPS:.............."If I had to pick one…
While both stocks have a lot of potential in IoT — and both receive recommendations from premium Fool services — I really like Sierra Wireless’ leadership position in M2M modules right now and its growing enterprise solution business.
Sierra Wireless has a diversified automotive client base, with Ford, BMW, Tesla, Volvo, Toyota and others using its technology. The auto industry is adding more and more navigation options, remote diagnostics, entertainment, and Internet connectivity into vehicles, and I believe Sierra’s position within the industry right now gives them a strong advantage as these trends grow.
In addition to its work in the automotive industry, I like Sierra Wireless’ work on a wireless city lighting project with Phillips in Prague, London, and Rotterdam — especially considering that smart cities are just getting started. We’re poised to see much more city energy conservation from the type of wireless connections and platform management services Sierra offers.''
While both stocks are in a great position for the Internet of Things, investors should know that the relatively small size of both companies — and IoT’s infancy — means the stocks could experience some major fluctuations as they grow into this new industry.
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Shipments of connected digital signs will reach 17.2 million in 2019
According to a new research report from Berg Insight, global shipments of connected digital signage displays grew by 21.7 percent to 7.3 million units in 2014. Market growth is driven by greater demand for digital signage solutions in all market verticals, technological advancements and a continued decline in prices. Shipments to the EU28+2 countries totalled 1.8 million units, whereas shipments to North America reached 2.1 million units. The Rest of World region accounted for the remaining 3.4 million units shipped in the year. Berg Insight forecasts that global shipments of digital signage displays will grow at a compound annual growth rate (CAGR) of 18.7 percent in the next five years to reach 17.2 million units by 2019. As a result, the number of connected digital signage displays in active use worldwide will grow from 25.4 million in 2014 at a CAGR of 20.2 percent to 63.8 million in ". ............Remember that Swir commands 34% of the global M2M market and is in an excellent position to take advantage of the growth potential provided by the IOT connectivity. It is quiet likely that SWIR will get its share and its stock price will reflect the outcome Please do not neglect to do your own DD.
The "harping" of the scoundrel is best ignored. His ranting does not affect the share price nor the potential of SWIR. The market pays no heed to him! Astute investors are well aware that SWIR is in an excellent position to take the huge opportunity to benefit from the growth potential that exists in the IOT market, In the fullness of time, SWIR will realize its potential and its price will increase significantly. It is wise at this stage to be patient. Patience will pay off in the end. This is my opinion, but you do your own DD nevertheless.
(SW.TO) and MobiquiThings, a leading mobile virtual network operator (“MVNO”) in Europe, today announced that Sierra Wireless has entered into a definitive agreement to acquire MobiquiThings. The transaction is expected to close in August 2015.
“The purchase of MobiquiThings further accelerates our device-to-cloud strategy and is highly complementary to our acquisition of Wireless Maingate completed in January,” said Jason Cohenour, President and CEO of Sierra Wireless. “MobiquiThings has a highly advanced core network and technology platform, as well as a rapidly expanding customer base. MobiquiThings will be tightly integrated with Maingate and our AirVantage® cloud to provide a leading-edge managed connectivity service for pan-European customers.”
MobiquiThings is an MVNO focused on managed connectivity services for the Internet of Things, with broad segment experience including the energy, transportation, security, retail, and healthcare markets. MobiquiThings has a unique technology platform that includes MobiquiSIM, a dynamic attachment service that provides its customers with superior radio access network coverage and industry leading QoS, as well as SIM provisioning and management for 2G, 3G, and 4G connectivity. The company has more than 75 customers and more than 100,000 wireless connectivity subscribers".,,,,,,,,,,,,,Swir adding more value for the shareholders. That is using their money wisely, to benefit the shareholders!
SWIR's implementation of interface standard is the last step in solving wireless ITO connectivity. In partnership with SWIR, Texas Instruments using a series of SWIR's modules, sees a huge demand for industrial grade solutions for the IOT. Obviously, SWIR's series its modules enables the whole system to work together to reduce the complicity and the development time (and money) for IOT applications. It appears that SWIR is in an excellent position to reap the benefits from its position in the connectivity to the IOT solutions. Remember, too, that SWIR commands 34% of the global market. The potential for a significant price increase is there! Nevertheless, do your own DD.
Here are three catalysts that could drive Sierra Wireless stock higher from here.
1. Enterprise services are set to impro
First, while Sierra Wireless' enterprise solutions business was seasonally slower in Q1, as expected, management noted the segment is still performing below expectations. To be sure, enterprise solutions revenue climbed "just" 16% year over year to $17.4 million, while Sierra Wireless' overall revenue increased 24.1% year over year to $150.4 million.
However, Sierra Wireless also expects enterprise solutions' performance to not only enjoy sequential improvement for the remainder of this year, but also to achieve higher levels of sustained growth over the long term. Regarding the latter prediction, investors can thank a combination of an ongoing refresh in the company's enterprise products as well as "targeted investments" Sierra Wireless is making to expand its enterprise sales team.
In addition, keep in mind Sierra Wireless' guidance doesn't include the contributions from its recent acquisition of Accel, a provider of 4G managed connectivity services aimed at distributed enterprises. Accel, for its part, is expected to increase revenue 18% next year to $10 million. And that's stable revenue as well, with around 80% coming in the form of subscription and recurring sales from over 300 enterprise clients.
2. Continued "robust" organic growth
Next, crucial to Sierra Wireless' long-term story is its ability to generate sustained "organic" growth, or growth not attributed to acquisitions. As it stands, Sierra Wireless has achieved organic growth of at least 17% for each of its past four quarters. For perspective, that's well above Sierra Wireless management's stated long-term target for organic growth in the range of 10% to 15%.
In fact, that assumed range is part of the reason Sierra Wireless has effectively under-promised and over-delivered on its top and bottom lines for the past two quarters. On that note, CEO Jason Cohenour did p
Canaccord Genuity analyst T. Michael Walkley came out with a report on Sierra Wireless, Inc. (USA) (NASDAQ:SWIR), after hosting investor meetings with the company’s management in Chicago. The analyst maintained a Buy rating on the stock and reduced the price target from $50 to $44.
The analyst maintained his belief that Sierra Wireless is well positioned to benefit from strong long-term IoT industry growth trends in its industry-leading OEM solutions business. In addition, following the recent Maingate and Accel Networks acquisitions, the analyst anticipates continued growth for Sierra Wireless’s higher margin enterprise solutions division and anticipates the company will remain acquisitive to drive higher-margin sales growth focused in areas that bolster its enterprise solutions business.
However, the analyst anticipates increased near-term investments in R&D to launch a new line of enterprise gateway products with increased investments in its sales force to broaden its sales reach will impact near-term operating margin leverage, leading him to slightly lower his estimates.
Walkley wrote, “We believe Sierra Wireless’s OEM solutions product line is well positioned to benefit from strong secular growth trends in the Industrial IoT or M2M markets. In fact, we believe Sierra’s broad 2G, 3G and 4G LTE-based module portfolio with built-in computing intelligence and pre-integrated cloud connection capabilities through its AirVantage cloud platform should enable Sierra Wireless to maintain and grow its industry-leading market share in embedded wireless modules that ABI estimates at 34% during 2014.”
Analyst Actions: Sierra Wireless Price Target Cut To $44 At Canaccord Genuity, Reiterated Buy. SWIR , also won Technology Industries Association's top excellence award in BC Technology Industry. Sorry, cannot reveal link. Nothing has changed, SWIR will be back.
It is unfortunate that lately SWIR's share price has been "fickle". You will note that the staunch serious holders of SWIR have not been posting. The message board has been taken over by a "different" set. I know that it is hard to remain faithful, No doubt, please remember that technologically nothing has changed with SWIR's potential. Insofar as is known SWIR still commands 34% of the global M2M market. It still has its long term faithful clients who trust the reliability of.SWIR'S devices for IOT connectivity. SWIR is not only retaining its old clients but it is partnering with new ones who help SWIR (note Automotive) with the sale of M2M devices and add revenue to the bottom line, So, in the fullness of time there is hope that SWIR's share price will reflect its potential. However, I would urge you to please do your own DD.
''The only technology partner you need for end-to-end applications
From the AirPrime Smart or Essential embedded modules, software suites, and development tools to embedded services platforms, Sierra Wireless is the only company that can offer a complete device-to-cloud solution for building end-to-end automotive applications.
AirPrime Smart and Essential Modules are designed from the ground up to achieve the highest level of compliance with automotive specifications. AirPrime modules are supported by Legato™ an open source embedded platform. Built on a fully-tested Linux distribution, with a tightly integrated application framework and a suite of pre-integrated and validated M2M tools, Legato provides everything suppliers and OEMs need to quickly build, deploy, and manage connected automotive applications.
The AirVantage® M2M Cloud simplifies automotive development by providing a seamless connection between devices, the M2M cloud and the enterprise.
AirVantage Management Service is a comprehensive device management application with interactive dashboards that make it easy to deploy, monitor and upgrade automotive solutions and services.
Embedded SIM: an award-winning SIM (Subscriber Identity Module) solution designed to meet reliability requirements (temperature, vibration, humidity) for the transportation market and seamless connection with cellular networks.
Professional services: Take advantage of our experience and expertise, from design to deployment. Be assured of network certification with our verification expertise and strong wireless operator relationships''