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Is it Wise to Retain American Tower Stock in Your Portfolio Now?
ZACKS· 2025-07-11 16:36
Key Takeaways American Tower benefits from global 5G expansion and rising demand for data centers. AMT holds $11.7B in liquidity and has hiked dividends 14 times in five years. Customer concentration and high debt of $36.86B may impact AMT's top-line growth. American Tower Corporation (AMT) boasts a portfolio of nearly 149,000 communication sites worldwide and a highly interconnected footprint of U.S. data center facilities.The company is strategically positioned to capture incremental demand from global ...
Sequans to Participate in Roth Fireside Chat on July 16, 2025
Newsfile· 2025-07-10 12:00
Sequans to Participate in Roth Fireside Chat on July 16, 2025July 10, 2025 8:00 AM EDT | Source: Sequans CommunicationsParis, France--(Newsfile Corp. - July 10, 2025) - Sequans Communications S.A. (NYSE: SQNS), a leading provider of 4G and 5G semiconductors and modules for the Internet of Things will participate in a fireside chat with Scott Searle, Senior Research Analyst, Roth Capital Partners on Wednesday, July 16, 2025, to discuss the company's recently announced bitcoin treasury initiativ ...
Powerfleet, Inc.(AIOT) - 2019 Q4 - Earnings Call Presentation
2025-07-10 07:27
Leading Global IoT Telematics Software & Solutions Company MARCH 2020 Cautionary Note Regarding Forward-looking Statements This presentation contains forward-looking statements within the meaning of federal securities laws. Forward-looking statements include statements with respect to PowerFleet's beliefs, plans, goals, objectives, expectations, anticipations, assumptions, estimates, intentions, and future performance, and involve known and unknown risks, uncertainties and other factors, which may be beyond ...
Trimble and KT Corporation to Deliver Bundled Telecom and Precise Positioning Services in South Korea
Prnewswire· 2025-07-09 10:30
New Collaboration Will Enable Centimeter-level Accuracy for Auto and IoT Applications NationwideSEOUL, South Korea and WESTMINSTER, Colo., July 9, 2025 /PRNewswire/ -- Trimble® (Nasdaq: TRMB) and KT Corporation (NYSE: KT) today announced they plan to deliver precise positioning services across South Korea with the Trimble RTX® Fast network. Together, the companies will provide bundled telecom, correction and precise positioning services to automotive original equipment manufacturers (OEMs) and Internet of T ...
Here are 3 Outsourcing Stocks to Consider Amid Industry Woes
ZACKS· 2025-07-08 15:41
Data privacy regulations, communication barriers and geopolitical risks are casting a shadow on the Zacks Outsourcing industry. Quality control issues and loss of control are other headwinds. However, the need to cut down costs, the onset of remote work, the rising focus on cybersecurity awareness, and the surge in trends such as AI and ML are the key drivers.Investors can consider Barrett Business Services, Inc. (BBSI) , The Brink's Company, Inc. (BCO) , and Capgemini SE (CGEMY) from the Outsourcing market ...
Has ARM's 16% Decline Over a Year Created a Buying Opportunity?
ZACKS· 2025-07-07 14:21
Key Takeaways ARM stock has fallen 16% in a year, sharply underperforming the broader semiconductor industry. China's RISC-V momentum and ARM's CPU ambitions pose risks to growth and partner relations. ARM trades at a steep premium to peers, raising valuation concerns amid declining earnings estimates.Shares of Arm Holdings plc (ARM) have dropped 16% over the past year, underperforming the broader semiconductor industry, which posted a solid 16% gain during the same period. This stark contrast raises an i ...
嵌入式内存有了新选择
3 6 Ke· 2025-07-07 10:13
随着数字化的发展,嵌入式系统已成为支撑智能设备运转的核心。从可穿戴设备的实时健康监测到自动驾驶汽车的环境感知,从工业机器人的精密控制到 5G 基站的高速数据处理,这些场景对内存的性能、功耗和成本提出了日益严苛的要求。传统存储技术逐渐显露出短板:静态随机存取存储器(SRAM) 虽能提供高速访问,但高昂的成本和有限的容量使其难以满足大规模数据处理需求;动态随机存取存储器(DRAM)虽具备较高的存储密度,却需要复杂 的刷新电路支持,功耗控制难题始终制约着其在嵌入式领域的深度应用。 在此情况下,伪静态随机存取存储器(PSRAM)凭借独特的技术架构脱颖而出,成为嵌入式内存领域的新选择。这种融合了 SRAM 接口便利性与 DRAM 存储密度优势的创新产品,正在重塑嵌入式存储的市场格局。 01 PSRAM 是什么? PSRAM(Pseudo Static Random Access Memory,伪静态随机存储器)是面向嵌入系统、消费电子、IoT物联网、可穿戴设备、端侧AI产品打造的新型存储 方案。顾名思义,其是一种通过技术手段模拟SRAM操作特性的DRAM。 要理解PSRAM的优势,我们需要先了解传统存储器的特点。SRA ...
Qualcomm's Hold Rating Misses Strong Growth Story
MarketBeat· 2025-07-04 14:34
Core Viewpoint - There is a notable disconnect between Wall Street's perception of Qualcomm and its actual performance, suggesting potential investment opportunities as the company shows strong operational results despite a consensus Hold rating from analysts [1][15]. Financial Performance - Qualcomm's diversification into high-growth sectors beyond smartphones is yielding significant financial growth, indicating that the current stock price may not fully reflect its balanced business model [2][16]. - The automotive division has seen a substantial revenue increase of 59% year-over-year, reaching $959 million, driven by the adoption of the Snapdragon Digital Chassis platform [4]. - The Internet of Things (IoT) segment has also emerged as a growth engine, with revenue climbing 27% year-over-year to $1.58 billion, fueled by industrial applications [6]. Future Growth Catalysts - Qualcomm is launching a major push into the personal computer market with its Snapdragon X Elite and X Plus processors, which could significantly enhance future revenue streams [8][9]. - The automotive design-win pipeline exceeds $45 billion, indicating a strong future revenue stream from this segment [5]. Valuation and Dividend - Qualcomm's stock trades at a trailing P/E ratio of approximately 16.50, which is considered attractive compared to the industry average of 57, suggesting a potential undervaluation [12]. - The company offers a dividend yield of 2.20%, supported by a sustainable payout ratio of 36%, providing direct cash returns to shareholders [10][14]. Strategic Outlook - Qualcomm's leadership is focused on reducing dependence on any single customer, particularly in light of potential risks associated with its relationship with Apple [11]. - The company's successful transformation and diversification strategy present a compelling investment case, challenging the current market sentiment [16].
Treasure Global Subsidiary Tien Ming Partners with Taxieco to Reinvent Last-Mile Delivery for Malaysia’s Digital Economy
Globenewswire· 2025-07-01 12:30
New Alliance Aims to Scale Grocery Logistics for SMEs With Real-Time Tracking, IoT Integration, and Regional Economic ImpactKUALA LUMPUR, Malaysia, July 01, 2025 (GLOBE NEWSWIRE) -- Treasure Global Inc. (NASDAQ: TGL) (“Treasure Global” or the “Company”), a leading e-commerce platform operator, today announced that its subsidiary, Tien Ming Distribution Sdn Bhd (“Tien Ming Distribution”), has entered into a strategic partnership with Taxieco New World Limited (“Taxieco”), a technology-driven logistics soluti ...
Lantronix Enters Into Cooperation Agreement With Investor Group Led by Chain of Lakes Investment Fund LLC
Globenewswire· 2025-06-30 11:00
IRVINE, Calif., June 30, 2025 (GLOBE NEWSWIRE) -- Lantronix Inc. (NASDAQ: LTRX) (the “Company”), a global leader in compute and connectivity IoT solutions enabling Edge AI intelligence, today announced that it has entered into a cooperation agreement with Lantronix stockholders Chain of Lakes Investment Fund LLC (“Chain of Lakes”), Haluk L. Bayraktar and Emre Aciksoz. Under the terms of the agreement, James (Jim) C. Auker will be appointed to the Lantronix Board of Directors (the “Board”) and will be nomina ...