Airgain (AIRG) 2025 Conference September 04, 2025 01:30 PM ET Speaker0Presenting company is Airgain, a leading provider of advanced wireless connectivity solutions. I'm pleased to welcome CFO Michael Albaaz and CEO Jacob Swin. We're here to tell you a little bit more about the company. Michael? Thank Thank youSpeaker1very much, Matt. Good morning, everybody. My name is Michael Albaaz, and I am very happy to present to you an update on our company Airgain. Airgain was formed almost over twenty years ago, And ...

Core Insights - Inseego Corp. and OneSource have launched Janus, a new managed service that integrates Inseego's 5G fixed wireless access devices with OneSource's connectivity services, aimed at providing reliable wireless broadband access for enterprises of all sizes [1][2][3] Group 1: Partnership and Product Offering - The collaboration between Inseego and OneSource is positioned as a strategic partnership to meet the growing demand for 5G-based fixed wireless access solutions, emphasizing flexibility, reliability, and performance [2] - Janus is described as a fully managed suite of connectivity solutions, marking OneSource's first turnkey 5G cellular offering, leveraging both companies' expertise [3][4] - The Janus solution includes high-performance outdoor and indoor CPE devices, supported by Inseego's cloud-based management platform, Inseego Connect, allowing for scalable monitoring and management [4][5] Group 2: Product Features and Demonstrations - Key products highlighted include the FW2000 outdoor CPE, MiFi X PRO 5G hotspot, and FX3110 indoor router, showcasing advanced connectivity capabilities [7] - The partnership will feature live demonstrations of these products at the OneSource Center of Excellence, with an open house event planned to celebrate the launch [6][8] Group 3: Company Backgrounds - Inseego Corp. is recognized as a leader in 5G enterprise cloud WAN solutions, serving millions of end customers and thousands of enterprise clients globally [9] - OneSource Building Technologies specializes in connectivity solutions with over 20 years of experience, providing end-to-end services across more than 90 countries [10]

Group 1: Market Overview - Wall Street has shown resilience against trade war fears, with the Nasdaq reaching new all-time highs, indicating investor confidence in the U.S. economy and stock market [1] - The Federal Reserve is projected to cut interest rates again in 2025, which may encourage investment in tech stocks that are currently undervalued [2] Group 2: Lumentum (LITE) Analysis - Lumentum designs and manufactures optical and photonic technologies, providing components for telecommunications and advanced manufacturing, and is positioned to benefit from the growth of AI, cloud computing, and 5G [3][4] - Despite a 10% stock increase over the past five years, Lumentum has underperformed compared to the tech sector's 110% growth [4] - Lumentum's revenue growth plateaued after 2019 due to various headwinds, including the discontinuation of shipments to Huawei and overreliance on Apple [5][6] - The company is now experiencing a turnaround, driven by surging AI demand, with a strong earnings performance exceeding EPS estimates by an average of 42% over the last four quarters [9] - Lumentum is projected to grow its revenue by 20% in FY25 and 33% in FY26, with adjusted EPS expected to double in FY25 and FY26 [10] Group 3: HubSpot (HUBS) Analysis - HubSpot has shown significant growth, with revenue increasing from $182 million in 2015 to $2.6 billion last year, yet it trades 30% below its highs [15] - The company is expected to expand its revenue by approximately 16% in 2025 and 2026, reaching $3.51 billion, while adjusted earnings are projected to grow by 15% and 21% respectively [19] - HubSpot's AI-powered CRM solutions are driving growth, and the company has consistently beaten quarterly earnings estimates for five years [19][17] - The stock is currently trading near its long-term moving averages, indicating potential for a breakout [20]