CALL DETAILS
Date & Time: Friday 10/12 @ 10:00AM ET
Dial-In & Webcast Information: To be provided prior to the call
Add Call Details to Outlook Calendar: CLICK HERE
Why Short?
- Changing Market Dynamics
- Recurring Litigation
- Low FCF Model
- Business Model Structurally Over-Earning
- Married to Potentially Troubled Service Provider Market
- Arguably Falling Behind Industry Innovation
- R&D Intensity Versus Growth Rate Underperform Software Peers
- Organic Subscriber Growth Deceleration While Smart Home Growth is Accelerating
- ...& Trading at 40x 2019 EV/FCF and 9x Trailing EV/ARR? Is that right???
Join us Friday 10/12 at 10am.
Ami Joseph
Managing Director
Yosef Vaitsblit
Analyst
