Core Insights - IHS Holding Limited's shares have increased by 37.9% over the past year, outperforming the industry and the S&P 500, which returned 35.3% and 10% respectively [1] - The stock closed at $4.95, below its 52-week high of $5.75 but above its 52-week low of $2.44, indicating solid upward momentum and price stability [4] - The company is experiencing strong demand for its infrastructure in emerging markets, particularly in Africa, driven by the increasing deployment of 5G [7][9] Financial Performance - In Q4 2024, IHS generated revenues of $437.8 million, reflecting a 39.3% year-over-year increase on an organic basis [7] - The Zacks Consensus Estimate for IHS' 2025 earnings has increased by 30.9% to 72 cents per share, indicating a year-over-year growth of 114.7% [12] - The stock has a forward 12-month price-to-earnings ratio of 6.52X, which is below the industry average of 7.95X, suggesting an attractive valuation for investors [13] Market Position and Growth Drivers - IHS has a total of 16,495 towers in Nigeria, its largest market, reflecting a 0.6% year-over-year increase [8] - The company added approximately 100 towers and over 800 tenants across the SSA market in 2024, supported by the deployment of 5G [9] - IHS has successfully renewed and extended all MTN MLAs, including a deal with Airtel Nigeria to add 3,950 new tenancies [10] Strategic Outlook - The company is well-positioned to leverage its market-leading position and capitalize on the growing demand for communications infrastructure solutions [8] - Solid momentum in the communication infrastructure market, driven by the proliferation of IoT and accelerated 5G rollout, positions IHS favorably for strong growth [15] - Positive analyst sentiment and robust growth prospects indicate it is an opportune time for potential investors to consider IHS [16]

Core Insights - Inseego Corp. has achieved the "Verizon Frontline-Verified" designation for four of its products, highlighting their reliability and performance for public safety networks [1][3] - The certification ensures that Inseego's solutions provide essential connectivity for first responders, enhancing their operational efficiency during emergencies [1][4] Group 1: Product Certification and Features - The Verizon Frontline-Verified program aims to support first responders by providing rigorously tested communication products that meet strict performance and safety standards [3] - Inseego's certified devices ensure secure and reliable communication during emergencies, with FIPS140-2 certification guaranteeing data security [3][4] Group 2: Company Positioning and Commitment - Inseego reinforces its leadership in providing advanced connectivity solutions tailored for first responders and mission-critical operations [4] - The company emphasizes its commitment to delivering best-in-class, secure, and reliable solutions for public safety professionals [3] Group 3: Company Overview - Inseego Corp. is recognized as a leader in 5G Enterprise cloud WAN solutions, serving millions of end customers and thousands of enterprise and SMB clients [5] - The company's 5G Edge Cloud integrates top-tier 5G technology with cloud networking features, enhancing business outcomes through intelligent operational visibility [5]

Core Insights - Vislink Technologies has joined Ericsson's Enterprise Wireless Solutions Industry 4.0 Partner Program to enhance 5G and LTE network solutions for private cellular networks, targeting broadcasters, media companies, and enterprises [1][4] - The partnership aims to provide secure, ultra-low latency video transmission, improving live production workflows and extending coverage beyond traditional RF limits [4][5] Company Overview - Vislink Technologies is a global leader in advanced wireless video solutions, focusing on live broadcast, public safety, and defense applications, with over 50 years of experience in video communications [2][6] - The company specializes in high-performance video transmission systems that enhance situational awareness, audience engagement, and operational efficiency [2] Partnership Significance - The collaboration with Ericsson is seen as a major milestone in advancing real-time wireless live video transmission over 5G, with Vislink's DragonFly V 5G and LiveLink transmitters now certified for Ericsson's private 5G network solution [3] - This partnership is expected to enable organizations to innovate and grow without constraints, leveraging private networking and coverage extension solutions [3][5] Industry Impact - Members of Ericsson's Industry 4.0 Partner Program, including Vislink, are recognized for their investment in technologies that optimize cellular connectivity performance and coverage [4] - The collaboration is set to pave the way for future economic growth and a more connected world by enabling automation, AI, and IoT across multiple industries [5]

Financial Data and Key Metrics Changes - In Q4 2024, total revenue reached $48.1 million, representing a year-over-year increase of over 33% [38] - For the full year 2024, revenue was $191.2 million, reflecting a year-over-year growth of 14.3% [41] - Non-GAAP gross margin for Q4 2024 improved to 37.4%, up 260 basis points from Q3 2024 and nearly 200 basis points from Q4 2023 [42] - Adjusted EBITDA for Q4 2024 was $5.4 million, more than double the prior year quarter, with an adjusted EBITDA margin of 11.2% [44] - The company ended 2024 with $56 million in total debt and a cash position of $40 million, significantly improved from the start of the year [46] Business Line Data and Key Metrics Changes - Mobile solutions revenue grew over 59% year-over-year, driven by strong performance in carrier hotspot products [39] - Services and other revenue, including the Inseego Subscribe SaaS offering, increased by 62% year-over-year [39] - Fixed Wireless Access (FWA) revenue saw a slight year-over-year decline but increased sequentially from Q3 2024 [40] Market Data and Key Metrics Changes - The wireless broadband market is expected to grow significantly, with 2 billion 5G connections currently and projections to exceed 10 billion by the end of the decade [11] - Fixed Wireless Access is noted as the fastest-growing broadband technology in the US, leading net additions over the past 18 months [12] Company Strategy and Development Direction - The company aims to focus on scaling its FWA and MiFi businesses while accelerating its software and services roadmap [19] - Plans include evolving the product roadmap to align better with carrier requirements and expanding into higher volume market segments [20][21] - The company is committed to enhancing its cloud-based device management platform, Inseego Connect, to drive recurring revenue [25] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in long-term growth despite a challenging start to Q1 2025 due to inventory management and product transitions [32] - The wireless broadband industry operates on long cycles, with the full impact of current strategies expected to materialize in late 2025 and 2026 [30] - Management anticipates overall year-over-year revenue growth for 2025, with sequential growth expected starting in Q2 [52] Other Important Information - The company completed the sale of its Telematics business for $52 million, which is reported as discontinued operations [36] - The restructuring of convertible notes has significantly reduced debt and improved liquidity [46] Q&A Session Summary Question: Clarification on inventory and growth guidance for 2025 - Management confirmed expectations for revenue growth in 2025, despite a slow start in Q1, with anticipated growth beginning in Q2 [58][59] Question: Sources of growth in the second half of 2025 - Management highlighted product refreshes and expansion into new market segments as key drivers for growth [64] Question: Customer relationships and market engagement - Management emphasized existing relationships with major players in broadband and the importance of converting opportunities into revenue [79] Question: Procurement and supply chain improvements - Management indicated that new discussions with suppliers would occur as revenue grows, with a focus on rapid product development [81] Question: Future asset mix and divestitures - Management stated that the focus will be on becoming a leading provider in mobile and fixed broadband, with potential for inorganic growth through careful consideration [85] Question: Annual growth outlook and product mix evolution - Management discussed the modular development strategy and the expected growth in FWA and MiFi segments, emphasizing the enterprise market's potential [94]

As filed with the U.S. Securities and Exchange Commission on January 21, 2025 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 SIYATA MOBILE INC. (Exact name of registrant as specified in its charter) British Columbia (Canada) 4812 Not Applicable (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification Num ...

AMENDMENT NO.2 As filed with the U.S. Securities and Exchange Commission on June 20, 2024 Registration No. 333-280002 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 to FORM F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 SIYATA MOBILE INC. (Exact name of registrant as specified in its charter) British Columbia (Canada) 4812 Not Applicable (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial (I.R.S. Employer Identification Number) 74 ...

As filed with the U.S. Securities and Exchange Commission on June 14, 2024 Registration No. 333-280002 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 AMENDMENT NO.1 (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial (I.R.S. Employer Identification Number) 7404 King George Blvd., Suite 200, King's Cross Surrey, British Columbia V3W 1N6, Canada to FORM F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 SIYATA MOBILE INC. (Exact name of ...

As filed with the Securities and Exchange Commission on June 14, 2023 Registration No. 333-272512 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Amendment No. 1 To FORM F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 SIYATA MOBILE INC. (Exact name of registrant as specified in its charter) British Columbia (Canada) 4812 Not Applicable (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) (I.R.S. Employer I ...