*After a number of years being both acquisitive and aggressive in R&D investments, we are now in a position to scale the business
*The Group has now established a leading position in the IoT industry and intends to continue to focus on its strategy of becoming a single point of reference, with its unique IoT as a Service concep
*The combination of products and services needed to deliver IoT capabilities for global enterprises is now in place. Major corporations around the world are poised to exploit this connected environment to drive down their cost base, improve efficiencies and create new revenue streams.
*The Group expects adjusted EBITDA of $47 million - $60 million for year to 31 December 2017
*Group confident of reporting over 15% revenue growth for year ended 31 December 2018
*Our IoT know-how is gaining strong traction and recognition by customers and partners. Two recently announced partners are OT-Morpho and Cisco, joining existing partners SAP and Tech Mahindra, as well as many others
*We remain confident in the strong second half performance
*The upcoming certifications by leading U.S. carriers of CAT-1 VoLTE chipsets of a blue-chip supplier are expected to boost revenues during H2 and in 2018
*We are confident that the overall strategy we have presented during this call will positively be reflected in our results during H2 followed in 2018 and the following years
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*We signed a deal with a huge blue-chip, which will be jointly announced in IoT, Mobile World Congress Barcelona on October, 2. We will have a very significant announcement there, with a very significant blue-chip player, where is forecasted by 2020 to have millions of devices on our platform
G&A, R&D sollen zudem nun sinken, Umsätze werden skaliert, recurring revenues Service Geschäft zieht mit zuletzt 25% exponentiell an. Ich persönlich halte schon 2018 Umsätze von 500-600M$ und ein adj. EBITDA von über 100M für realistisch. Glaube nicht, dass eine Telit für 5€ dann zu teuer wäre...?
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