Accessibility StatementSkip Navigation Growth in Adjusted EBITDA, Connections and Free Cash Flow and an improvement in Net Loss ATLANTA, Nov. 12, 2025 /PRNewswire/ -- KORE Group Holdings, Inc. (NYSE: KORE) ("KORE" or the "Company"), the global pure-play Internet of Things ("IoT") hyperscaler and provider of IoT Connectivity, Solutions and Analytics, today reported financial and operational results for the quarter and year-to-date period ended September 30, 2025. Third Quarter 2025 Company Highlights "We del ...

Core Insights - LogicMark, Inc. reported an 8% year-over-year revenue increase for Q3 2025, reaching $2.9 million, driven by strong sales of its Freedom Alert Mini units and the upgraded Guardian Alert 911 Plus [6][11] - The company maintained a gross margin of 66%, consistent with previous periods, indicating stable profitability despite increased operating expenses [7][11] - LogicMark's net loss for the quarter was $1.7 million, slightly higher than the previous year, with a loss per share of $2.21, reflecting a reverse stock split completed in October 2025 [9][21] Financial Performance - Revenue for Q3 2025 was $2.9 million, up from $2.7 million in Q3 2024, marking a consistent growth trend over five of the last six quarters [6][11] - Gross profit increased to $1.9 million from $1.8 million year-over-year, maintaining a strong gross margin of 66% [7][11] - Total operating expenses rose to $3.7 million from $3.4 million in the same quarter last year, attributed to hiring additional sales personnel [8][11] Operational Highlights - The company has integrated new features such as Medication Reminders and Proactive Activity Metrics into its products, enhancing its AI strategy for proactive health monitoring [4][11] - LogicMark's focus on business-to-business channels and reseller momentum has contributed to its sales growth [3][11] - The company reported cash and investments totaling $11.7 million with no long-term debt as of September 30, 2025, indicating a solid financial position [10][11] Strategic Direction - LogicMark's product roadmap is guided by principles of safety, simplicity, and real-time visibility, particularly for seniors and caregivers [5][11] - The company is committed to serving U.S. veterans through its VA channels, reinforcing its dedication to this demographic [5][11]

Industry Overview - The semiconductor systems and services industry is experiencing significant demand growth driven by megatrends such as AI, IoT, 5G, and electric vehicles (EVs) [1] Investment Strategy - The focus is on long-term investments in U.S. and European equities, particularly undervalued growth stocks and high-quality dividend growers [1] - Sustained profitability, characterized by strong margins, stable and expanding free cash flow, and high returns on invested capital, is emphasized as a more reliable driver of returns than valuation alone [1] Personal Investment Philosophy - The investment approach aims to ensure financial freedom for the investor and their family, allowing for the ability to work in fulfilling environments rather than seeking to escape work altogether [1]

Industry Overview - The semiconductor systems and services industry is experiencing significant demand growth driven by megatrends such as AI, IoT, 5G, and electric vehicles (EVs) [1] Investment Focus - The focus is on U.S. and European equities, particularly undervalued growth stocks and high-quality dividend growers [1] - Sustained profitability, characterized by strong margins, stable and expanding free cash flow, and high returns on invested capital, is emphasized as a more reliable driver of returns than valuation alone [1] Investment Strategy - The investment strategy includes managing a portfolio publicly on eToro, allowing others to replicate real-time investment decisions [1] - The goal of the investment approach is to ensure sufficient assets for freedom in work and life, rather than complete financial independence [1]

Core Insights - The Jiangsu Provincial Department of Industry and Information Technology has announced the seventh batch of national specialized and innovative "little giant" enterprises, with eight companies from Yuhuatai District making the list [1] Group 1: Company Highlights - **Kai Rui Xing Tong**: Focuses on independent research and development in satellite communication technologies, achieving domestic substitution of key satellite communication technologies [2] - **Kai Ao Si Data**: Utilizes edge computing and industrial big data to create integrated solutions, excelling in predictive maintenance and energy efficiency optimization [3] - **Nan Zi Information**: Engaged in video surveillance and cybersecurity for power plants, maintaining a leading position in digital security and AI inspection technologies [4] - **Shang Gu Technology**: Specializes in AI, BIM, and IoT solutions, with products in power, water resources, and e-commerce sectors that are at the forefront of domestic technology [5] - **Nanjing Qi Zheng**: Provides software development and solutions for the power and oil industries, supporting digital transformation with intelligent diagnostic systems [6] - **Zheng Ze Technology**: Develops special communication devices and emergency rescue products, holding over 100 core technology patents and focusing on AI integration in emergency response [7] - **Hua Cheng Microwave**: Engaged in advanced phased array antenna systems, providing high-performance solutions for communication and radar applications [8] - **Nanjing Xiang Rui Intelligent Equipment Technology Co., Ltd.**: Develops equipment for solid material handling, serving industries like petrochemicals and pharmaceuticals with automated production lines [9] Group 2: Industry Development - Yuhuatai District has nurtured a total of 39 national specialized and innovative "little giant" enterprises, emphasizing a systematic and tiered cultivation mechanism to support the growth of SMEs [10]

Core Viewpoint - Kyocera Corporation will showcase its innovative technologies at CES 2026, focusing on underwater IoT, AI imaging technology, and autonomous driving sensors, highlighting advancements in connected mobility and marine communication [1][2][3]. Group 1: Underwater Wireless Optical Communication (UWOC) - Kyocera's UWOC technology enables high-speed, high-capacity data transmission underwater, minimizing optical attenuation and enhancing marine surveys with Autonomous Underwater Vehicles (AUVs) [3][4]. - The technology supports real-time transmission of high-definition video and sensor data, improving structural inspections and scientific research [3]. - Kyocera will demonstrate a transmission capacity of 5Gbps, positioning itself as a leader in underwater IoT solutions [4]. Group 2: AI Imaging Technology - The company has developed a Triple Lens AI-Based High-Resolution Depth Sensor that accurately measures distances for small objects (as small as 0.30mm) and challenging targets [5]. - This technology enhances applications in factory measurements and medical environments, improving operational efficiency and addressing labor shortages [5]. - The AI imaging system allows for better recognition accuracy compared to conventional products, showcasing its advanced capabilities at CES [5]. Group 3: Autonomous Driving Sensors - Kyocera's high-resolution millimeter-wave sensor detects minute object vibrations, enabling 4D sensing for autonomous driving applications [5]. - The sensor utilizes proprietary substrate material technology and unique algorithms to provide precise spatial information, balancing privacy and safety [5]. - Anticipated applications include healthcare monitoring and structural surveillance, demonstrating the versatility of the technology [5]. Group 4: Additional Innovations - The OPTINITY module integrates electrical and optical technologies, doubling the bandwidth for AI and autonomous driving applications, allowing for faster and more energy-efficient data exchange [6]. - Kyocera's Phased Array Antenna Module (PAAM) enhances security applications by generating multiple simultaneous beams for improved situational awareness [6]. - The Cotopat system, a real-time speech recognition tool, facilitates communication and eliminates language barriers, marking its first exhibition in the US [6]. Group 5: Company Overview - Kyocera Corporation, founded in 1959, has evolved into a leading supplier of industrial and automotive components, with consolidated sales revenue of approximately US$13.5 billion for the year ended March 31, 2025 [8]. - The company is recognized on Forbes' 2025 "Global 2000" list and has been named among "The World's 100 Most Sustainably Managed Companies" by The Wall Street Journal [8].

Core Insights - Identiv, Inc. reported a decrease in revenue for the third quarter of 2025, amounting to $5.0 million, down from $6.5 million in the same quarter of 2024, attributed to exiting lower-margin business [2][4] - The company achieved significant improvements in gross margins, with GAAP gross margin at 10.7% and non-GAAP gross margin at 19.1%, compared to 3.6% and 9.3% respectively in Q3 2024, primarily due to the transition of production to Thailand [3][4] - Identiv's GAAP net loss from continuing operations was reduced to ($3.5) million, or ($0.15) per share, compared to a loss of ($9.3) million, or ($0.40) per share in Q3 2024, reflecting lower strategic review-related costs [5][6] Financial Performance - Revenue for Q3 2025 was $5.0 million, a decrease from $6.5 million in Q3 2024 [2] - GAAP gross profit was $534,000, with a gross margin of 10.7%, while non-GAAP gross profit was $955,000, with a gross margin of 19.1% [3][14] - Operating expenses decreased to $6.1 million in Q3 2025 from $9.8 million in Q3 2024, driven by reduced strategic review-related costs [4][14] Operational Highlights - The transition of all production to Thailand contributed to reduced manufacturing overhead and direct labor costs, enhancing gross margins [3] - Non-GAAP adjusted EBITDA loss improved to ($3.6) million in Q3 2025 from ($4.5) million in Q3 2024, attributed to better utilization of manufacturing facilities [6] Future Outlook - For the fourth quarter of fiscal 2025, management expects net revenue to be in the range of $5.4 million to $5.9 million, reflecting current market conditions and customer demand [7]

Core Insights - The Zacks Electronics - Miscellaneous Components industry is experiencing growth due to automation and increased spending in sectors like semiconductors, automobiles, and healthcare, with companies like TE Connectivity, nVent Electric, and Fabrinet positioned to benefit from AI and IoT advancements [1][3][4] - However, the industry faces challenges from global macroeconomic conditions, end-market volatility, higher tariffs, and geopolitical tensions, particularly between the U.S. and China [1][5] Industry Overview - The industry includes companies that provide various electronic components and accessories, serving markets such as telecommunications, automotive electronics, medical devices, and consumer electronics [2] - Key customers are original equipment manufacturers, independent distributors, and electronic manufacturing service providers [2] Trends Impacting the Industry - Automation is a significant driver, with demand for faster and more efficient electronics leading to increased use of control systems and collaborative robots [3] - Miniaturization in semiconductor manufacturing is creating strong demand for advanced packaging and new manufacturing materials [4] - Geopolitical tensions, particularly the U.S.-China trade restrictions, are negatively impacting the industry, especially regarding semiconductor supply [5] Industry Performance - The Zacks Electronics - Miscellaneous Components industry ranks 62, placing it in the top 25% of over 250 Zacks industries, indicating bullish near-term prospects [6][7] - The industry's earnings estimates have increased by 9.4% since June 30, 2025, reflecting positive sentiment among analysts [8] Stock Market Performance - The industry has outperformed the S&P 500 and the broader Zacks Computer and Technology sector, appreciating 35.3% over the past year compared to the S&P 500's 14.2% and the sector's 24.9% [10] Current Valuation - The industry is currently trading at a forward P/E ratio of 23.45, slightly above the S&P 500's 23.30 but below the sector's 28.61 [13] Notable Companies - **TE Connectivity**: Expected to benefit from strong demand in AI and energy applications, with a projected 11% organic sales growth to $4.5 billion in Q1 fiscal 2026 [17][18] - **nVent Electric**: Anticipates 31-33% sales growth in Q4 2025, driven by acquisitions and strong data center orders [22][23] - **Fabrinet**: Forecasts 29% year-over-year revenue growth in Q2 fiscal 2026, with strong performance in non-optical communications [26][27]

Core Viewpoint - AST SpaceMobile's stock experienced a significant decline, ending the week down 13.8%, despite a recovery on Friday [1][3]. Group 1: Stock Performance - AST SpaceMobile's share price fell as much as 22.9% during the week before recovering [1]. - The stock closed at $3.95 after a 6.05% increase on Friday [6]. - The company's market capitalization is currently $19 billion, with a 52-week range of $17.50 to $102.79 [6]. Group 2: Market Context - The broader market saw increased bearish sentiment, with the S&P 500 declining 1.6% and the Nasdaq Composite down 3% over the same week [2]. - A tech sell-off was triggered by concerns that AI stock valuations were in bubble territory, leading to a broader market pullback [3]. - AST SpaceMobile is indirectly affected by the tech sector's performance, as its satellite-based internet services are expected to be utilized in AI, robotics, and IoT applications [3]. Group 3: Economic Indicators - The tech sector faced heavy valuation contractions, influenced by news of over 153,000 layoffs in the U.S. and a decline in consumer sentiment to its lowest level since 2022 [4]. - The University of Michigan's consumer confidence index fell by approximately 6% since the last report, contributing to early trading pullbacks [6].

Core Insights - The automated data logging market is projected to grow from $4.78 billion in 2024 to $11.99 billion by 2035, with a CAGR of 8.65% driven by global food demand, sustainability initiatives, and digital transformation [4]. Industry Transformation - Automated data logging has evolved into a critical component of industrial intelligence, utilizing AI, IoT, and edge computing to provide predictive insights and real-time decision-making [2][4]. - The integration of AI and machine learning in data logging systems allows for anomaly detection, forecasting, and preventive actions, enhancing operational efficiency [5][6]. - Edge computing has seen a 335% growth in AI/ML integration since 2023, enabling real-time data analysis at the source, which is crucial for mission-critical operations [7]. Technological Innovations - Cloud-based platforms offer scalability, security, and cost-efficiency, allowing for 24/7 access and real-time visualization while ensuring compliance through hybrid edge-cloud architectures [9]. - Multi-sensor fusion technologies are becoming standard in various sectors, providing more accurate insights and smarter control decisions [6]. Leading Companies - Databricks has emerged as a leader in data platforms, offering a unified ecosystem for AI, analytics, and data engineering, which is essential for compliance in regulated industries [10][11]. - Companies like John Deere and AGCO Corporation are at the forefront of precision agriculture, utilizing AI-driven systems for real-time monitoring of farming conditions [12][13]. Industry Applications - In agriculture, automated data logging enhances decision-making regarding irrigation and crop management, leading to increased yields and sustainable practices [16]. - The manufacturing sector benefits from predictive maintenance through continuous monitoring of machinery, optimizing production efficiency and reducing operational costs [17]. - Environmental monitoring is supported by automated data loggers that track air quality and water levels, aiding compliance with sustainability initiatives [18]. Future Trends - The rollout of 5G networks will facilitate high-speed data transmission, enhancing the capabilities of IoT-based loggers for real-time applications [19]. - Cybersecurity measures are becoming essential as connectivity increases, with a focus on hardware-based encryption and secure transmission protocols [20]. - Sustainability initiatives are driving the adoption of solar-powered and energy-efficient data loggers, supporting environmental and industrial goals [21]. Market Outlook - The future of automated data logging is characterized by the integration of AI, IoT, edge, and cloud technologies, leading to intelligent ecosystems capable of predictive and responsive actions [22]. - By 2035, the market's valuation will reflect a significant shift towards data-driven and sustainable operations across various industries [23].