Sierra Wireless WKN: 920860 - Eine Zukunftsperle im M2M Markt?! - Die letzten 30 Beiträge
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ISIN: CA8265161064 · WKN: 920860 · Symbol: WRW
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Gerüchte sind jetzt Fakten geworden. Semtech wird Sierra Wireless für 31 USD je Aktie übernehmen. Zudem hat Sierra Wireless gestern vorläufige Geschäftszahlen für Q2 veröffentlicht, die deutlich über den Schätzungen liegen.
https://www.sierrawireless.com/company/newsroom/semtech-corp…
https://www.sierrawireless.com/company/newsroom/sierra-wirel…
https://www.sierrawireless.com/company/newsroom/semtech-corp…
https://www.sierrawireless.com/company/newsroom/sierra-wirel…
Semtech und Sierra Wireless haben soeben die gestrigen Gerüchte über einen möglichen Kauf von Sierra durch Semtech bestätigt.
Es steht ein Kaufpreis von 31 USD je Sierra-Aktie im Raum. Es gibt aber noch keine Entscheidung!
https://www.sierrawireless.com/company/newsroom/sierra-wirel…
Es steht ein Kaufpreis von 31 USD je Sierra-Aktie im Raum. Es gibt aber noch keine Entscheidung!
https://www.sierrawireless.com/company/newsroom/sierra-wirel…
Es gibt Gerüchte, dass Semtech den kanadischen IoT-Spezialisten Sierra Wireless übernehmen will. Die Aktie von Sierra Wirless springt um über 20 Prozent nach oben.
https://www.bnnbloomberg.ca/semtech-is-in-advanced-talks-to-…
https://www.bnnbloomberg.ca/semtech-is-in-advanced-talks-to-…
In diesen schwierigen Zeiten gibt es auch Tech-Unternehmen, die mit ihren Quartalszahlen mehr als positiv überraschen.
Sierra Wireless hat mit den Q1-Zahlen die Umsatz- und Ergebniserwartungen sowie die Vorjahreswerte im wahrsten Sinne des Wortes pulverisiert.
Der Umsatz steigt ggü. dem VJ um 60% auf 173 Mio. USD (est. 143 Mio. USD). Das adjustierte Ergebnis springt auf 0,23 USD je Aktie ggü. -0,26 USD je Aktie im Vorjahr. (est. 0,03 USD je Aktie).
Auch für Q2 ist Sierra Wirless extrem bullish. Der Umsatz soll zwischen 160 und 175 Mio. USD liegen.
https://www.sierrawireless.com/company/newsroom/#/a=Media%7C…
Sierra Wireless hat mit den Q1-Zahlen die Umsatz- und Ergebniserwartungen sowie die Vorjahreswerte im wahrsten Sinne des Wortes pulverisiert.
Der Umsatz steigt ggü. dem VJ um 60% auf 173 Mio. USD (est. 143 Mio. USD). Das adjustierte Ergebnis springt auf 0,23 USD je Aktie ggü. -0,26 USD je Aktie im Vorjahr. (est. 0,03 USD je Aktie).
Auch für Q2 ist Sierra Wirless extrem bullish. Der Umsatz soll zwischen 160 und 175 Mio. USD liegen.
https://www.sierrawireless.com/company/newsroom/#/a=Media%7C…
Sierra Wireless gewinnt mit der schweizer HIVE-ZOX einen weiteren Kunden für ihre LPWA-Module. HIVE-ZOX mietet Lösungen zum Monitoring von Lieferketten an.
https://www.sierrawireless.com/company/newsroom/pressrelease…
https://www.sierrawireless.com/company/newsroom/pressrelease…
Sierra Wirless fokussiert weiter seine Geschäftsaktivitäten. Der kanadische IoT-Spezialist hat gestern den Verkauf des Geschäftsbereichs "elektronische Täterüberwachung" für 37,6 Mio. USD in Cash gemeldet.
https://www.businesswire.com/news/home/20220418005181/en/…
https://www.businesswire.com/news/home/20220418005181/en/…
Sierra Wireless schlägt Erwartungen deutlich. Umsatz Q4 149,9 Mio. USD (est. 126,5 Mio. USD). Adj. EPS +0,03 USD/ Aktie (est. -0,15 USD/ Aktie)
Der Aktienkurs legt heute im frühen Handel deutlich zu. Die Aktie könnte ein Top-Pick im IoT-Bereich sein.
https://www.businesswire.com/news/home/20220218005554/en/
Der Aktienkurs legt heute im frühen Handel deutlich zu. Die Aktie könnte ein Top-Pick im IoT-Bereich sein.
https://www.businesswire.com/news/home/20220218005554/en/
Sierra Wireless hat mit Phil Brace einen neuen CEO gefunden. Er tritt die Nachfolge von Ken Thexton an, der in den Ruhestand geht.
https://www.businesswire.com/news/home/20210712005265/en/…
https://www.businesswire.com/news/home/20210712005265/en/…
Sierra Wireless meldet, dass ihre 5G-Module die notwendige Zertifizierung für das 5G-Netz der Telekom in Europa erhalten haben. Sierra Wireless ist der erste Anbieter, der die Zertifizierung erhält.
https://www.sierrawireless.com/company/newsroom/pressrelease…
https://www.sierrawireless.com/company/newsroom/pressrelease…
Schade, dass Sierra nach den Enttäuschungen vor etlichen Jahren so aus dem Fokus gerutscht ist. Das Unternehmen hat sich in den letzten zwei, drei Jahren erheblich besser aufgestellt und wer sich die letzten Quartale mal detailliert ansieht (zur Interpretation helfen hier die Mitschriften der letzten Conference - Calls nach den Quartalszahlen), kann den Erfolg eigentlich schon ganzu gut sehen. Die Kundengewinne und Kooperationen der letzten Monate sprechen auch sehr für sich. Schaut Euch das mal genauer an und bildet Euch eine Meinung dazu.
Sierra Wireless - noch immer total unterschätzt ...
Orange, Sierra Wireless, LACROIX, and STMicroelectronics join forces and launch IoT Continuum to scale up and accelerate the digital transformation of industrial marketsLinkedInTwitterFacebookRedditPinterest
WEBWIRE – Monday, June 28, 2021
The partnership brings together the leading players in the IoT ecosystem under one umbrella for the first time to simplify the deployment of IoT use cases
IoT Continuum aims to accelerate the wide adoption and deployment of cellular IoT in Europe and beyond to open up new growth opportunities with significant CAPEX savings for customers in vertical markets such as Smart Buildings, Automotive, Health, Smart Cities and Smart Manufacturing
Orange, Sierra Wireless, LACROIX, and STMicroelectronics announced the creation of the IoT Continuum – a partnership that aims to simplify and accelerate the mass deployment of IoT in Europe and beyond.
By bringing together for the first time expertise across the entire IoT industry (Connectivity, Hardware, Software, Design and Manufacturing) under one roof, partners of the IoT Continuum will support international businesses to accelerate the deployment and industrialization of Massive IoT over LTE (including Cat M and Cat 1) and 5G.
A three-step process (“start, prove, deploy and scale”) has been put in place by the partners to support businesses’ IoT projects on cellular networks, from ideation to industrialization, without having to liaise with multiple players on the market. IoT Continuum offers a combination of leading industry players who will improve project risk management for businesses. Customers will be able to join the process at any stage, according to their needs.
As part of these processes, the partners will:
Provide any business and their vertical of choice a set of components and solutions validated on the Orange network, and the necessary industrial tools to deploy wide-scale IoT services on cellular networks
Reduce the complexity, development time and cost for businesses to realize IoT use cases by providing already pre-integrated building blocks including hardware and software (STMicroelectronics, Sierra Wireless), connectivity and IoT Services (Orange), design and manufacturing (LACROIX)
Provide guidance and expertise to ease the overall process and help customers maximize their benefits to scale IoT deployments economically
The IoT Continuum aims to increase the confidence of businesses by addressing the current uncertainty, complexity and reduce costs to IoT deployment, bolstering the burgeoning IoT ecosystem in Europe and beyond. The partners will also promote eSIM and 5G technologies to drive Massive IoT and are committed to helping customers develop a digitalized approach on IoT Continuum.
This will also enable new business models to accelerate the digital transformation of international industries and unleash the potential of IoT technology in areas of critical growth, including Smart Buildings, Automotive, Health, Smart Cities and Smart Industries.
IoT Continuum partners state: “We joined forces and created the IoT Continuum to streamline the management of cellular IoT projects in Europe and beyond. By combining our various expertise and knowledge of the IoT industry, we create a joint and unique offering to meet market demand and bring customers to more successful at scale IoT deployments on cellular networks, furthering the digital transformation of international businesses, no matter their vertical.”
Philippe Lucas, EVP Orange Innovation Devices and Partnerships, Orange
Philippe Guillemette, Chief Technology Officer, Sierra Wireless
Vincent Bedouin, Chief Executive Officer, LACROIX
Mustapha Bouraoui, VP Strategic Marketing EMEA, STMicroelectronics
For more information on the project, visit iotjourney.orange.com/en/iotcontinuum.
About Sierra Wireless
Sierra Wireless (NASDAQ: SWIR) (TSX: SW) is a leading IoT solutions provider that combine devices, network services and software to unlock value in the connected economy. Sierra Wireless works with businesses globally to develop the right industry-specific solution for their next IoT deployment that will create better customer experiences, improve their business models, or create new revenue streams. With more than 25 years of cellular IoT experience, Sierra Wireless is the trusted partner globally to deliver your next IoT solution. For more information, visit http://www.sierrawireless.com.
Connect with Sierra Wireless on the IoT Blog at http://www.sierrawireless.com/iot-blog, on Twitter at @SierraWireless, on LinkedIn at https://www.linkedin.com/company/sierra-wireless et sur YouTube à l’adresse
“Sierra Wireless” is a registered trademark of Sierra Wireless, Inc. Other product or service names mentioned herein may be the trademarks of their respective owners.
About LACROIX
Convinced that technology contributes to making our living environments simpler, more sustainable and safer, LACROIX supports its customers in the construction and management of intelligent living ecosystems, thanks to connected equipment and technologies.
As a publicly-listed family-owned mid-cap, LACROIX combines the essential agility required to innovate in an ever- changing technological sector with the ability to industrialize robust and secure equipment, cutting-edge know-how in industrial IoT solutions and electronic equipment for critical applications and the long-term vision to invest and build for the future.
LACROIX designs and manufactures its customers’ electronic equipment, in particular in the automotive, home automation, aeronautical, industrial and health sectorś. LACROIX also provides safe, connected equipment for the management of critical infrastructures such as smart roads (street lighting, traffic signs, traffic management, V2X) and the management and operation of water and energy systems.
Drawing on its extensive experience and expertise, the Group works with its customers and partners to build the connection between the world of today and the world of tomorrow. It helps them to create the industry of the future and to make the most of the opportunities for innovation that surround them, supplying them with the equipment for a smarter world.
Go to www.lacroix-group.com or follow us on Twitter : @LACROIX.
About STMicroelectronics
At ST, we are 46,000 creators and makers of semiconductor technologies mastering the semiconductor supply chain with state-of-the-art manufacturing facilities. An independent device manufacturer, we work with more than 100,000 customers and thousands of partners to design and build products, solutions, and ecosystems that address their challenges and opportunities, and the need to support a more sustainable world. Our technologies enable smarter mobility, more efficient power and energy management, and the wide-scale deployment of the Internet of Things and 5G technology. Further information can be found at www.st.com.
About Orange
Orange is one of the world’s leading telecommunications carriers with a turnover of €42.3 billion in 2020 and 142,000 employees as at March 31, 2021, of whom 82,000 are in France. The Group has a total customer base of 262 million customers worldwide at March 31, 2021, including 217 million mobile customers and 22 million fixed broadband customers. The Group is present in 26 countries. Orange is also a leading provider of global IT and telecommunication services to multinational companies, under the brand Orange Business Services. In December 2019, the Group presented its new ‘Engage 2025’ strategic plan, which, guided by social and environmental accountability, aims to reinvent its operator model. While accelerating in growth areas and placing data and AI at the heart of its innovation model, the Group will be an attractive and responsible employer, adapted to emerging professions.
Orange is listed on Euronext Paris (symbol ORA) and on the New York Stock Exchange (symbol ORAN).
For more information on the internet and on your mobile:
www.orange.com, Orange News_ mobile app, www.orange-business.com or to follow us on Twitter: @orangegrouppr and @orange.
Orange and any other Orange product or service names included in this material are trademarks of Orange or Orange Brand Services Limited.
( Press Release Image: https://photos.webwire.com/prmedia/7/275823/275823-1.png )
Sierra Wireless bringt zwei neue Module auf Basis der LPWA-Technologie auf den Markt. Die Module nutzen den LTE-M bzw. NB-IoT-Standard.
https://www.businesswire.com/news/home/20210622005339/en/
https://www.businesswire.com/news/home/20210622005339/en/
Aquamonitrix, ein Anbieter von Analysegeräten für Trink-und Abwasser, setzt auf die IoT-Plattform Octave von Sierra Wireless. Damit können in Echtzeit Nitrat- und Nitritmessungen bereitgestellt werden.
https://www.sierrawireless.com/company/newsroom/pressrelease…
https://www.sierrawireless.com/company/newsroom/pressrelease…
How Aquamonitrix® Uses Octave to Revolutionize Water Quality Monitoring
https://www.sierrawireless.com/resources/case-study/water-qu…
https://www.sierrawireless.com/resources/case-study/water-qu…
The Digitalli Story: Leveraging the IoT to Deliver Innovative In-store Video Experiences
https://www.sierrawireless.com/iot-blog/iot-in-store-video-e…
https://www.sierrawireless.com/iot-blog/iot-in-store-video-e…
Sierra Wireless kündigt mit der E92-Serie neue 5G-fähige Module an.
https://www.businesswire.com/news/home/20210518005262/en/
https://www.businesswire.com/news/home/20210518005262/en/
Sierra Wireless meldet sehr gute Zahlen für Q1. Umsatz 108,1 Mio. USD (+4,9%); Software- und Serviceumsätze 33,7 Mio. USD (+26%); monatlich wiederkehrende Umsätze 11,5 Mio. USD (+31%)
Prognose Q2: Umsatz 118 bis 122 Mio. USD
https://www.sierrawireless.com/-/media/iot/pdf/investor/2021…
Prognose Q2: Umsatz 118 bis 122 Mio. USD
https://www.sierrawireless.com/-/media/iot/pdf/investor/2021…
Sierra Wireless startet mit der XR-Serie die neueste Generation an 5G-Routern.
https://www.sierrawireless.com/company/newsroom/pressrelease…
https://www.sierrawireless.com/company/newsroom/pressrelease…
Sierra Wirless startet mit "Acculink Cargo" einen neuen Tracking-Service, der Unternehmen aus unterschiedlichsten Branchen die Verfolgung, Überwachung und Steuerung von Gütern, Produkten und anderen Dingen ermöglicht. Das neue Angebot wird auf as-a- service-Basis abgerechnet.
Der Tracking-Markt soll bis 2026 auf knapp 36 Mrd. USD anwachsen.
https://www.businesswire.com/news/home/20210415005959/en/
Der Tracking-Markt soll bis 2026 auf knapp 36 Mrd. USD anwachsen.
https://www.businesswire.com/news/home/20210415005959/en/
Sierra Wirless fährt 3 Tage nach dem gemeldeten Ransomware-Angriff die IT-Systeme und die Produktion wieder hoch. Die Aktie legt vorbörslich deutlich zu und kann damit Teile der deutlichen Kursverluste vom 23. März wieder aufholen. Aktie bleibt mittelfristig ein interessanter Titel im Bereich IoT.
https://www.businesswire.com/news/home/20210326005090/en/
https://www.businesswire.com/news/home/20210326005090/en/
Der kanadische IoT-Spezialist Sierra Wireless ist Opfer eines Ransomware-Angriffs. Die Produktion musste unterbrochen werden. Sierra hat seine Prognose für Q1 zurückgezogen.
https://www.businesswire.com/news/home/20210323005460/en/…
https://www.businesswire.com/news/home/20210323005460/en/…
Use of AirLink Management Services helps Miele to improve service for SelfService Laundries
Betrifft zunächst "nur" Miele in Dänemark:https://www.sierrawireless.com/resources/case-study/airlink-…
Sierra Wireless - Endlich mal ein guter Überblick
Da der Bericht nur unvollständig herüberkommt, hier der Link:https://seekingalpha.com/article/4412710-sierra-wireless-dee…
Sierra Wireless: A Deeply Discounted IoT Play
Mar. 10, 2021 1:47 AM ETSierra Wireless, Inc. (SWIR)11 Comments10 Likes
Summary
Sierra Wireless continues to grow its recurring revenue stream via the buildout of its IoT Services business.
Though supply chain constraints are weighing on the guidance, the demand backdrop remains strong.
Yet, current valuations assign little to no value to the ex-Enterprise Solutions IoT business.
The latest business realignment should catalyze the unlocking of some sum-of-parts value.
Sierra Wireless (SWIR), a Canada-based global provider of machine-to-machine (M2M) products, looks to be on track to hit its ambitious long-term targets. In particular, the increasingly favorable recurring mix at ~27% of sales and the robust demand pipeline make the case for a significantly higher fundamental valuation going forward. While short-term trends are being impacted by component supply constraints, I believe the deeply discounted current valuation at ~0.8x EV/Sales underappreciates both the company’s existing business value and its path toward becoming a de facto IoT standard. With the demand outlook improving and a cash-rich balance sheet available, I see ample upside as the sum-of-parts valuation case becomes increasingly clear.
ChartData by YCharts
Supply Constraints Cloud an Improving Demand Backdrop
SWIR is not providing formal 1Q21 guidance this time around, given the ongoing macro uncertainties (driven by both the pandemic and supply chain visibility). But the demand read-through is positive, in my view, with management noting it had secured hardware orders and recurring revenue for 1Q21 of ~$125m, which would imply ~22% YoY growth. And with opex also set to decline sequentially, this further implies an improved adj EBITDA range of -$4.4m to -$3.4m for the coming quarter.
Source: Investor Presentation
But significant component supply shortages across basebands and PCBs, for instance, mean that the 1Q21 revenue guidance moves lower to ~$110m. As the impact is expected to result in a deferral beyond 1Q21 rather than a loss, though, I see upside ahead in the back half of the year as supply shortages ease. Overall, with the company well-positioned to benefit from IoT demand, as well as Low-Power Wide-Area solutions (LPWA) and emerging 5G product cycles, I still see an extensive runway ahead.
Long-Term Economics Intact for IoT Services
As Sierra transitions to IoT services, the company is not only building out a recurring revenue stream, but it is also addressing a much larger addressable market - per management, the IoT services market is sized at almost five times that of IoT devices. Thus far, SWIR has been making positive strides in this regard, with recurring IoT Services revenue up to $32.6m in 4Q20, while excluding autos, services growth would have accelerated to +25% YoY. The strength looks sustainable as well, with contribution from new wins, customer usage, and connected devices growth boosting the results.
Source: Investor Presentation
Going forward, expect more of the same – management not only reaffirmed its commitment to the long-term IoT Services strategy on its most recent quarterly call, but also reiterated its target to reach ~$200m in recurring IoT Services revenue by 2Q22 and ~$400m by 2Q24. Alongside the mix shift to recurring IoT services, the operating leverage means a ~14-16% three-year adj. EBITDA margin target is within reach. This implies ~$168–208m of adj. EBITDA generation, which compares to the -$24m in EBITDA in the prior year.
As I see it, there are two paths to value creation here – strategic value via a sale of the IoT Services division (at a sufficiently high valuation multiple) or shareholder value accretion via significantly improved long-term profitability as SWIR delivers on its IoT services growth targets.
Business Realignment Sheds Light on the Underlying Value
I think SWIR’s realignment into two business segments could prove to be a key catalyst in unlocking value. For context, the business will be split as follows - Enterprise Solutions (for Sierra’s gateways, asset tracking and monitoring business, and enterprise connectivity solutions) and IoT Solutions (for cellular modules from LPWA to highspeed embedded 5G broadband modules and IoT connectivity solutions). This reporting change makes sense post-automotive divestment, in my view, and should refocus investor attention on the recurring revenue shift within IoT.
Source: Investor Presentation
By breaking out Enterprise Solutions as a separate business segment as well, investors should gain more clarity into the sum-of-parts case here, particularly given Ericsson’s acquisition of Cradlepoint was closed for >5x fwd EV/Sales. For context, tacking on the Cradlepoint transaction multiple to Enterprise Solutions (which generated ~$142m in FY20 sales) alone would imply a segment valuation of $710m - greater than the current SWIR market cap.
Strong Balance Sheet Extends the Runway
While SWIR remains in cash burn mode (the company used ~$6m of FCF in 4Q20), the balance sheet remains cash-rich – the recent auto divestiture has boosted SWIR’s cash position to $171m with no debt. Plus, there’s an additional ~$20-$30m in savings to be unlocked from additional cost reductions and post the recent sale, which should have positive implications for the gross and operating margins in FY21. With 5G also likely to add stronger growth via better pricing for hardware sales, I see limited funding risk going forward.
Source: Investor Presentation
Per management, there aren’t any major gaps that need addressing in the portfolio, but with the transition to recurring revenue integrated IoT solutions, I think the net cash position offers good optionality for reinvestments across the remaining businesses. Alternatively, the cash also leaves various inorganic growth options on the table, from an M&A-driven acceleration in targeted verticals to expansion into new IoT segments.
Still a Deeply Discounted IoT Play
SWIR has had a great run of late, but the stock remains deeply discounted relative to the IoT universe comp group - at the current ~0.8x fwd EV/Sales multiple, SWIR trades at a significant discount to the likes of CalAmp (CAMP), Inseego (INSG), Telit (OTCPK:TTCNF), and u-blox (OTCPK:UBLXF). This seems unjustified, in my view, given the increasing recurring revenue mix and improved underlying demand trends (albeit masked by short-term supply shortages).
Plus, the realignment of business segments to better highlight sum-of-parts value should help, as will the net cash balance sheet. Using the Cradlepoint transaction (~5x Ev/Revenue) as a comparable, for instance, indicates the newly aligned Enterprise Solutions segment could be worth more than the current market cap, implying no value assigned to the IoT business or the net cash.
USD ‘m
Valuation (Enterprise Solutions @ 5x EV/Rev)
Valuation (Enterprise Solutions @ 2x EV/Rev)
Market Cap @ 9th Mar 2021
583
583
(-) Enterprise Solutions
710
284
(-) Net Cash
171
171
= Implied IoT (ex-Enterprise Solutions)
-298
128
Implied IoT Ev/Rev (ex-Enterprise Solutions)
NA
0.4x
Source: Author’s Est, Company Filings
This article was written by
Aaron Butler profile picture.
Aaron Butler
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Der IoT-Anbieter Sierra Wirless meldet Zahlen zum 4. Quartal 2020, die bei Umsatz und Ergebnis über den Markterwartungen liegen.
Umsatz: 120 Mio. USD (Erw. 117 Mio. USD)
Adj. Ergebnis je Aktie -0,19 USD (Erw.-0,26 USD)
Bruttomarge: 36 %
Anteil der wiederkehrenden Umsätze steigt auf über 27 %
Die Transformation zu einem IoT-Komplettanbieter schreitet erfolgreich voran. Das höhermargige Service-Geschäft legt kontinuierlich zu.
Die Aktie sollte mittel- und langfristig noch einiges an Kurspotenzial haben.
https://www.sierrawireless.com/-/media/iot/pdf/investor/2020…
Umsatz: 120 Mio. USD (Erw. 117 Mio. USD)
Adj. Ergebnis je Aktie -0,19 USD (Erw.-0,26 USD)
Bruttomarge: 36 %
Anteil der wiederkehrenden Umsätze steigt auf über 27 %
Die Transformation zu einem IoT-Komplettanbieter schreitet erfolgreich voran. Das höhermargige Service-Geschäft legt kontinuierlich zu.
Die Aktie sollte mittel- und langfristig noch einiges an Kurspotenzial haben.
https://www.sierrawireless.com/-/media/iot/pdf/investor/2020…
Am 23.02. kommen die endgültigen Zahlen zu 2020 /4.Q.
Bei den aktuellen Details (Stand Cash/Schulden) und dem geplanten Verkauf der Auto.Sparte (auf Homepage nichts dazu vermeldet) ist da für die nähere Zukunft einiges zu erwarten.
Ob das alles im aktuellen Kurs bereits enthalten ist??? Ich seh das eigentlich nicht...
Bei den aktuellen Details (Stand Cash/Schulden) und dem geplanten Verkauf der Auto.Sparte (auf Homepage nichts dazu vermeldet) ist da für die nähere Zukunft einiges zu erwarten.
Ob das alles im aktuellen Kurs bereits enthalten ist??? Ich seh das eigentlich nicht...
Test Test Test
Antwort auf Beitrag Nr.: 66.639.185 von LugInvest am 27.01.21 15:14:44Interessant. Habe versucht rauszufinden was die für 2021 ohne den Automotivebereich an EBITDA/EBIT so anpeilen, aber bisher nichts gefunden. Nur den Ausblick hier:
"Sierra Wireless expects revenue to be above Street consensus of $116.5m in the Fourth Quarter of 2020, as well as being above Street consensus of $110.0 million in the First Quarter of 2021"
-->beinhaltet dieser Ausblick noch die Automotive-Produktsparte oder nicht ?
"Sierra Wireless expects revenue to be above Street consensus of $116.5m in the Fourth Quarter of 2020, as well as being above Street consensus of $110.0 million in the First Quarter of 2021"
-->beinhaltet dieser Ausblick noch die Automotive-Produktsparte oder nicht ?
Antwort auf Beitrag Nr.: 66.608.786 von Flaschendreher am 26.01.21 09:52:28Richtig verstanden... so steht es in der Pressemeldung!
Der Verkauf der Automotive-Produktsparte müsste hier maßgeblich wirken
Der Verkauf der Automotive-Produktsparte müsste hier maßgeblich wirken
Sierra Wirless, der kanadische IoT-Spezialist, meldet einen weiteren Vertriebserfolg. Die britische Virocom setzt auf die AirLink-Router sowie die Konnektivitätslösung von Sierra Wireless.
https://www.businesswire.com/news/home/20210127005254/en/
https://www.businesswire.com/news/home/20210127005254/en/
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