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Alarm.com(ALRM) - 2020 Q2 - Earnings Call Presentation
2025-06-11 14:36
The Platform for the Connected Home and Business AUGUST 2020 Copyright © Alarm.com 2020 1 Safe Harbor Statement FORWARD - LOOKING STATEMENTS This presentation contains forward-looking statements that involve risks and uncertainties. All statements other than statements of historical fact contained in this presentation, including, but not limited to, statements regarding our potential market opportunity and growth drivers, including addressable markets and industry trends, expansion into new international ma ...
关于AIoT产业趋势,信通院大咖如何解读?
Sou Hu Cai Jing· 2025-06-10 10:51
"2025中国物联网企业出海与创新发展峰会暨"2024物联之星"年度榜单颁奖典礼"已进入倒计时! 大会将在2025年6月17日于上海举行,聚焦AIoT出海与创新发展等话题,为出海开拓市场、求创新突破 的企业带来宝贵资源,在物联网出海的战略中占据先手优势。 会议议程 | 工业互联网与物联网研究所副总工程师 教授级高工 刘阳主要从事物联网、工业互联网、数据互操作等领域研究工作,长期支撑工信部、发改委、科技部等 政府主管部门,作为核心人员参与制定《深化"互联网+先进制造业"发展工业互联网的指导意见》、 《工业互联网创新发展行动计划》等国家战略规划,发表SCI、EI检索的高水平学术论文20余篇,组织 立项研制国家/行业标准80余项。 | 演讲主题: 智能物联网作为人工智能与物联网的深度融合的产物,正引领新一轮的技术革命,并逐步渗透到各行各 业,展现出广阔的发展前景。本演讲将从宏观视角出发,深入探讨智能物联网技术在产业规模、技术发 展、产业体系、应用生态等方面的最新进展和发展趋势;同时聚焦物联网"端、边、网、云、安"五大核 心发展轴线,围绕智能终端、智能模组、边缘智能、边侧网络及未来网络、低空智联网、物联网平台、 物联 ...
Should You Hold Onto American Tower Stock in Your Portfolio for Now?
ZACKS· 2025-06-09 16:25
Key Takeaways AMT saw strong Q1 2025 growth, with tenant billings up 5.2% and data center revenues rising 8.4% Legacy Sprint lease churn is pressuring U.S. revenues, with sub-4% growth expected through Q3 2025 AMT holds $11.7B in liquidity, but $36.86B in debt and high rates pose funding and expansion risksAmerican Tower Corporation (AMT) owns an extensive portfolio of around 149,000 communication sites globally, complemented by a network of well-connected U.S. data center facilities. This positions the c ...
BlackBerry Stock Surges 47% in Six Months: Time to Hold or Fold?
ZACKS· 2025-06-09 13:55
Key Takeaways BB shares surged 46.5% in six months, far outpacing peers and the S&P 500 benchmark. QNX's growth in auto and embedded markets, plus a Microsoft tie-up, is driving investor optimism. Cost cuts boosted EBITDA, but risks from tariffs, weak auto output and political shifts remain.BlackBerry Limited’s (BB) shares have rallied 46.5% in the past six months, outperforming the Internet Software industry’s growth of 7.8% and the S&P 500 composite’s decline of 0.9%, thereby attracting investors' inter ...
Why Samsara Stock Sank Today
The Motley Fool· 2025-06-06 20:38
Samsara (IOT -4.44%) stock saw a substantial valuation pullback in Friday's trading. The company's share price closed out the daily session down 4.6% and had been down as much as 12% earlier in the day's trading.Despite a trading backdrop that saw the S&P 500 rise 1% in the session, the quarterly report that Samsara published yesterday prompted a big pullback for the stock. The company actually delivered first-quarter sales and earnings that beat the market's expectations, but its forward guidance underwhel ...
Samsara Stock Slips as Revenue Guidance Disappoints
Schaeffers Investment Research· 2025-06-06 15:03
Software stock Samsara Inc ( NYSE:IOT) is down 5% to trade at $44.81 this morning, after the software company's disappointing current-quarter revenue guidance overshadowed better-than-expected first-quarter results. The internet-of-things company expects revenue between $371 million and $373 million, which represents 24% year-over-year growth, a slowdown from last quarter's 31%. Samsara stock out of the gate traded as low as $41.60, before paring those losses and reclaiming a confluence of moving averages a ...
Samsara: Applying AI To Physical Workspaces, Initiate With Buy
Seeking Alpha· 2025-06-05 22:25
Samsara Inc. (NYSE: IOT ), founded in 2015, aggregates data from its IoT terminal devices via the Connected Operations Platform, providing end-to-end solutions to enterprise customers. I think the company’s technology could help its customers capture, aggregate, and analyzeAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own o ...
Samsara Stock Slips Despite Better-Than-Expected Q1 Report
Benzinga· 2025-06-05 20:36
Samsara, Inc. IOT released its first-quarter results after Thursday's closing bell. Here's a look at the key figures from the quarter. The Details: Samsara reported quarterly adjusted earnings of 11 cents per share, beating the consensus estimate of six cents. Quarterly revenue came in at $366.9 million, beating the Street estimate of $351.42 million. Read Next: Trump Announces China Trade Talks, Tesla Stock Slumps: What’s Driving Markets Thursday?“We delivered a strong first quarter of the new fiscal year ...
Samsara (IOT) - 2026 Q1 - Earnings Call Presentation
2025-06-05 20:19
Q1 FY26 Investor Presentation June 5, 2025 Disclaimer and Statement Regarding Use of Non-GAAP Measures This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. These statements may relate to, but are not limited to, expectations of future operating results or financial performance, market size and growth, industry developments and trends, the calculation of certain of our financial and operat ...
Arm Holdings' Power Efficiency Poised for AI and IoT Growth
ZACKS· 2025-06-05 18:05
Key Takeaways Arm's low-power chip architecture continues to anchor its dominance in mobile computing. Apple, Qualcomm, and Samsung increasingly depend on Arm for AI and IoT development. ARM is optimizing for machine learning and edge computing to support client expansion.Arm Holdings’ (ARM) core strength in power-efficient chip architecture continues to secure its leadership in the mobile computing space, but its relevance is growing far beyond smartphones and tablets. Known for enabling sleek, energy-sa ...