Revenue ** **%
********'* ** ******* *** up **% ******** ** Q4 ****, **** $**** USD ***** *******. *** income **** **** *%, to $*.**, ******** ** part ** **** ***** margins, **% ** ** 2016 **. **% ** Q4 **** ** **** as ********* ************ / amortization.
Stock **
*** ***** *** ** modestly ** ******** ** this ****, ~*%.
*******, ***** ***** ******** bottom, ** $* *** share, **** **** * months ***, ***** ***** has *** ******* ** $16 *** *****, ******* significant ******** ******** ***** a *****-**** **** **** its *** **** **** of $**.
[******: *** ** *** day ***** *** *******, stock ******** ** **.**, up *.**% *** **** from *** ***'* ****** start.]
Shift ** ********** ******
** *** ******** **** [link ** ****** *********], Alex ********* ****** **** the ******* *** ******** its ********** ** ***** ** profitability **** ******:
** *** ***** ** growth ****, *** *** bias ***** ******* ** towards ********** ************* **** growth ** ******* ** maximum ****** **** ******.
******:
*** *** **** **'** well-established *** **'** ********** as ** ******* ** we're *** ******* **** play ** *** ******** today *** *** ***** video ********* *******, **plan ** **** **** ** **** ****** ***. [emphasis added]
**** ** * ******* ***** for *** *******, ** they *** ********** **** known *** ******** ******* to ******** ***** ****** presence, ********* ******* * sales ***** **** *** the ********* ** ******* territories **** ********* ** help ******* ******* ***** product.
R&D *******, *****/*********, *&* ****
******** ** ***** ********* in *&*, *** *** clearly *** ***** ** other ***** ***********. *&* spending *** ** **%, while ***** *** ********* and *&* ******** **** effectively ****, **** **** year *** **.
US ******* **** ************
***** ******* *** *** US *** ** **% on * *** *****, it *** **** ~*% from ** ****. **** is **********, ** *** US *** ************* **** Avigilon's ******* ******, *** had ********** ***** ********** quarter **** ******* ****** as **** ** **** over **** ******.
Asia ******* ** **%
*** **** ******* ******, which *** **** ********* quarter-over-quarter *** **** *** a **** ******* *****, up **% ** $*.**. No ************ **** ***** for **** *********** ****.
Analytics ********* ***** *** ********
******** ********* ** **** their ********* ******* ** a *********** ** *******, but **** *** ***** it *** ** *** financials. **** ********* ****** the ******* ******* "******* ******* **** **** for *** *******", ********* it ** ********, ********, and ***********. **** ********* is ******* ********** **** Avigilon **** *** ****** to **** ********* ** licensing *******.
** *** ********** ********* revenue, ******** ***** ** more ********* ** ******** interpret ***** **********, *** example *** *** ** US ******* ***** ** due ** ** ******* large ****** ******* **** in ** **** ************ boosted ** *******, *** would **** *** ******* trend *** ** ******* more ********. *********, *** Asia ******* ******'* ******** could ** *** ** a ********* **** ** catch-up *******, *** *** *** indicate **** ******** *** truly **** ******** ** this ******.
Headcount ****
******** *** ************* *********** the ******* ****** ** the ******* ** ***** of **** ******* *** headcount, ******* **** ************ that ***** ********* ******** decreased ******* ** **** and ** ****. ** was ***** ** * "small *********", *** *** not ******* ***** *********** were ********.
Receivables ** *************
*********** *********** ** *** invoices (>** ****) *** twice ** **** ******** to *** *** ** Q4 ****. **** ******** in *********** ** ******** as ******* *********, *** that ** ******* ********* in ******* *********** (******** not **** ***, *** not *** **** **** the ********** **** ********). A *********** ****** ** old *********** *** ******** the ******* ** ****** problems ********** **** *******, which *** ****** ***** partners **********, ***** ***** also ****** ****** *******.
Fierce ******* ***********
********'* *** ************ *** race ** *** ****** trends, ******* ** ******* "****** ******* ***********" ********** 2017. ** ******* ** pricing, ** **** "** **** ** ***** at **** ****** ** do ******** *******", *** did **** *** ** ****** ***** *********** ** * ****** ******** to ****** ****** ** regards ** *****.
H3 ******* ***** ******
** ******* **** ****** to **** ****** **** ever **** ******, *** that ***** **** ** plans ** *********** ****. While **** ** **** for ******* ******, ** does ******** **** * large ****** ** ********* still ****** *****-**** ******* over ******-****** ** ******** with *********. ******** ************ this ** * ******* degree, ********** **** **** keep *** ** ******** until **** *** ******* it **** * ***** line ** ***-**** *******.
Future ********
******** **** **% ******* growth ******** *** **** they ****** ******* ******* $390M *** $**** *** 2017, *** **** ******* profits ******* ********** ********* of *****. ***** ********** indicate **** ***** ******** expects ** ******** ***** growth, ** **** ** at * **** ******* pace **** ******** *****.
*******
***** *** ****** ********* period ** *** **** 2 *****, *** ****** positive **** ******* ** a ******* **** *** Avigilon. **** ******* ** be **** ** ** the **** ** ** continue *** **** ** is ** ** ******** is ********* ****** *** an ***********, ***** *********** on ************* **** ********* ** the **** * ******. ***** **** *** quarters ***** ** * significant ***** ** *** price / ******* ** an *********** ** ********.
Comments (4)
Undisclosed Manufacturer #1
Sounds like the board as set the profit bar for the CEO and most likely will result in a change if that profit number is not achieved.
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Kevin Bryner
AKA buyout. CEO wants to get the most $$ for his shares as possible. Plain and simple, IMO.
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