Revenue **** **% ** **
******'* ********** **** ** **** *****, ****** *** height ** *********** *********, **** **** 28% *** ** $**.* ******* ***.
*** *** ****** ** ****, ******* was **** *%.
Solid **
*******, ****** ***********, ** **, ******* had ****** ****** **%:
Significant **** ****
** *** **** ****, *** ******* has **** *********** **** **** ** Q2: *********** *** *********** (*&*) ********* 23% *** *******, ******* *** ************** expenses ********* **.*% ** ****** **** they ********** ************ **** ************.
Arecont ***********
** ****,****** ******** *******'* *********** *** $**.** million **** *** *********** ** "**** ***** results ** ****".
********* ** ******** ******* , *******, **** ****** ****** ******* out ** ********** ** ****, **** of “********** ********” ** **** *** 2019 ******** ******’* ********* *******.
**** *****-** *** ******* ******* ********, Costar **** **** ***** ** ********** the "************** ** *** ************" *** "to ********** *** ******** *** *** how **** ***** **** ***** ********* going *******".
One ******
******* ** * ******-**** *** **** plan *** "*** ****** ", **** *** **** *********** **** unified *********** ***** *** ********** ****, product, *** ******* ***** ********* **** fewer *********. *** *******, ****** **** IPVM "*** ****" **** ******* ********* are *** ********** */* ** *** business *****.
****** ********** ******* ********* ** * result ** ******* ************ ********* **** deeper **** **** ***** ****-*********** ************.
**** ** ** *** **** *** will ** ***** **** **** ** those **** *** ********** ** **** reduce ******* *******, ********* ******* *** been ******* *** ********* ********** ************.
Organic ******
****** **** *&* ** *** ********* they *** ******* ** **** **** in ******** ** ***** ****, **** and **** ************.. *******, **** *** they *** ********** ******* ** *** One ****** ********** ** "***** ******* from *** ** ****** ********** *** organization".
***** ******** ******** **** **** **** was ***** $*-** ******* ** ******* ******** **** ************. **** *** ******* ** focusing ** ***** "*** ****** ********** and ********** ********* ** ******* *****-******* and ******* *******".
R&D ****** ********
****** *** *** *** *** **** to "**** *********** ** *** ************", stated ** * **** ** ****. The ******* ********* **** ***** ** able ** **** ***** ******* *********** through "**** ********* *** ********* ******** cash **** **** ********** ** *** only *** **** *** **** ****, but **** **** *********** ** *** organization".
****** **** **** **** *** ** make ******* ** ***** **** ** R&D ** ***** ** **** ***** debt ******** ** ********** *********** ************. *&* ** * ********** ** revenue ********* ** ** **** (*.*%) compared ** ** **** (*.**%) **** as ******* ******** *******, *** *** company's **** *** **** ** ***** 11-12% ** **** *****.
SoC ******* *** ******* ***********
******* ****** *** **** ******** *** SoCs **** ***. ** *** ****** side, *** *** ********, **** ******** from ***** ****-**** ********** ********* ***** to ******** . ** *** ***** ************ ******* ****, ***** *** **** ***** Huawei *********, **** *** ******* ** replacing **** *********** *********** ** ** **** ********* ** *** products ** ** ****.
***** *** *** **** ***** ** unify *** *******'* *****-******* ***** *** platform, *******, **** ** ******* ** well ** **-** ****.
PPP ****
****** *** *** ****+ ******** ********* ****** *** *** , **** ****** *** ** *** largest ** ~$* *******. ******'* ******** ***** ********* *** **** *** ********* **** on ******** ******** *.*. **** *** payroll, *** ******* *** ******* ** retain "****" *********.
** ******** ** *** ~$* ******* PPP *******, ******'* ******* *** **** nearly $* ******* ** ** ****.
Sales ************
****** **** ** ******* *** ***** by ** ****** ******* *** ************ and ******* ********* *** ************* ********. Historically, ****** *** ****** ** *** business ********** ** **********, *** **** now **** ** *** ******* **** different *********.
** **** ****, ****** ********** **** ** ***** ******* *******. **** *** worked ** * ****** ** ******** companies ********* ********* *** *******.
*********
******'* ********** **** **** **** ******, focused ** "**************, ****** ******** *** other ********** ************" *** * ****** Q1 ** * ****** ** ****** protection ********. ** *** ** ********* disclosure, ****** ***** ** * ******* that ********* *** ************ ** **** business *******, **** *** ************* ******** driving ~**% ** *****.
****** *** **** "**********" ******* ** its ****** *** ********* ********* ********* from *****-**. ******* **** **** ****** Video's ********* ******** *** ** ******** that ****** ****** ****** ****** ** the ** ********* *******, ** ******* were **** ** ******* ******** **** students ***. ******, *** ** *** primary ********* *** ****** *****, *** had "**/**" ******* ********* ** *******. Some *** ******** ********* **** **** very **** *** ****** **** ********** shut ****.
****** **** **** **** ************* ******** overall ** ******* ** ********* **** risk, *******, **** *** ****** ******** in **** *** ****** *********** ** the ****** **** *.*. *****.
Comments (1)
Undisclosed Manufacturer #1
Noticed today that Costars market capitalization is now under $10 million. While market cap does not necessarily indicate if the company is doing well or not, especially with such low trading activity (around 145 shares avg daily volume), it doesn't look good when they paid over $11 million for Arecont in 2018.
What if anything might this mean for them?
Create New Topic