Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Thematic (Sector/Industry)

<ul><li>Lattice is just too expensive for what it is. It’s one of the highest multiples in the space, but I acknowledge we are closer to the trough than the peak.</li><li><p>Tokyo Electron continues to be bullish high aspect etch and reports that they are winning in DRAM and hopefully in NAND in the future.</p></li><li><p>Arista says that AI revenue is yet to come, and 800G will mostly be in 2025, not 2024. The market got ahead of itself.</p></li></ul>

Lattice is just too expensive for what it is. It’s one of the highest multiples in the space, but I acknowledge we are closer to the trough than the peak.Tokyo Electron continues to be bullish high aspect etch and reports that they are winning in DRAM and hopefully in NAND in the future.Arista says that AI revenue is yet to come, and 800G will mostly be in 2025, not 2024. The market got ahead of itself.

Earnings (LSCC, ANET, GFS, Tokyo Electron, SITM, ENTG, AMAT)

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

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Equity Bottom-Up

<ul><li>Motorola Solutions managed to exceed the revenue expectations as well as the earnings expectations of Wall Street.</li><li>Revenue increased by 15%, and earnings per share increased by 31% over the preceding year, exceeding the company's guidance.</li><li>We give Motorola Solutions a 'Hold' rating with a revised target price.</li></ul>

Motorola Solutions managed to exceed the revenue expectations as well as the earnings expectations of Wall Street.Revenue increased by 15%, and earnings per share increased by 31% over the preceding year, exceeding the company's guidance.We give Motorola Solutions a 'Hold' rating with a revised target price.

Motorola Solutions Inc.: Public Safety and Corporate Security Businesses Are Booming – Key Drivers

<ul><li>Motorola's Q4 results were an all-around beat as the company is seeing a strong demand for its business security products.</li><li>In the quarter, the company increased operating margins by 150 basis points, revenue by 17%, and profits per share by 26%.</li><li>They experienced 14% revenue growth in their Products and Systems Integration business, led by strong growth in both LMR and video security.</li></ul>

Motorola's Q4 results were an all-around beat as the company is seeing a strong demand for its business security products.In the quarter, the company increased operating margins by 150 basis points, revenue by 17%, and profits per share by 26%.They experienced 14% revenue growth in their Products and Systems Integration business, led by strong growth in both LMR and video security.

Motorola Solutions Inc.: The ThinkPhone Launch & Other Drivers

<ul><li>Motorola delivered a strong quarterly result with growth across all three core technologies and delivered an all-around beat.</li><li>Its supply chain execution during the quarter allowed it to ship more product revenue, which helped LMR grow by 9%.</li><li>The Products and SI segment continues to experience high demand for both LMR and video, which brings them to segment performance.</li></ul>

Motorola delivered a strong quarterly result with growth across all three core technologies and delivered an all-around beat.Its supply chain execution during the quarter allowed it to ship more product revenue, which helped LMR grow by 9%.The Products and SI segment continues to experience high demand for both LMR and video, which brings them to segment performance.

Credit

<ul><li>Motorola Solutions is a renowned communications and analytics player and has a strong market position particularly in the land mobile radio (LMR) communications domain.</li><li>In the SI and product segments, continued strong order demand in both Video and LMR drives a high level of backlog.</li><li>Motorola strengthened its video portfolio with its acquisitions of Callipsa, which brought the company advanced cloud-native video analytics.</li></ul>

Motorola Solutions is a renowned communications and analytics player and has a strong market position particularly in the land mobile radio (LMR) communications domain.In the SI and product segments, continued strong order demand in both Video and LMR drives a high level of backlog.Motorola strengthened its video portfolio with its acquisitions of Callipsa, which brought the company advanced cloud-native video analytics.

Motorola Solutions Inc: Detailed Credit Analysis & Financial Strength Evaluation Report

United States

Motorola Solutions, Inc. is a data communications and telecommunications equipment provider. The Company develops data capture, wireless, infrastructure, bar code scanning, two-way radios, and wireless broadband networks. Motorola also produces public safety and government products, voice and data communications products and systems, and wireless LAN securities.

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Motorola Solutions (MSI US)

Earnings (LSCC, ANET, GFS, Tokyo Electron, SITM, ENTG, AMAT)

Lattice is just too expensive for what it is. It’s one of the highest multiples in the space, but I acknowledge we are closer to the trough than...

Fabricated Knowledge

Motorola Solutions Inc.: Public Safety and Corporate Security Businesses Are Booming – Key Drivers

Motorola Solutions managed to exceed the revenue expectations as well as the earnings expectations of Wall Street. Revenue increased by 15%, and...

Baptista Research

Motorola Solutions Inc.: The ThinkPhone Launch & Other Drivers

Motorola's Q4 results were an all-around beat as the company is seeing a strong demand for its business security products. In the quarter, the...

Baptista Research

Motorola Solutions Inc: Major Drivers

Motorola delivered a strong quarterly result with growth across all three core technologies and delivered an all-around beat. Its supply chain...

Baptista Research

Motorola Solutions Inc: Detailed Credit Analysis & Financial Strength Evaluation Report

Motorola Solutions is a renowned communications and analytics player and has a strong market position particularly in the land mobile radio (LMR)...

Baptista Research

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