Arteria Networks (Buy)- Aggressive Growth Plans Highlight Market Potential

Arteria Networks (Buy) - Q2 21 Results Reaction: Growth Rates Trending Higher

Arteria Networks (Buy) - Q3 21 Results Reaction: Profitability Beat Should Help with Recent Weakness

Arteria Networks Q3 20 Results: Encouraging Return to Top-Line Growth Despite Margin Shortfall

Arteria Networks - Focused Growth Supported by High-Quality Assets (Initiation of Coverage)

Arteria Networks - Q2 20 Results: On Track to Meet Full-Year Guidance

Telco/Internet specialist

Kirk Boodry

Redex Research

Equity Bottom-Up

<p><a href="https://www.smartkarma.com/entities/arteria-networks-corp" target="_blank" data-smartkarma-citation="entities:27807:1" rel="noopener">ARTERIA Networks Corp (4423 JP)</a> ended the year with a flourish as accelerating revenue and profitability growth allowed it to exceed its full-year targets despite market worries for most of FY20 that it would fall short. As important, the company has released its mid-term financial plan with growth expectations through FY25 that are well-ahead of consensus expectations. We believe markets have underestimated the company’s growth potential as it leverages a collection of high-quality assets including Japan’s fourth-largest fiber network to operate in selected market segments that are growing faster than the overall industry. We remain at Buy.</p>

ARTERIA Networks Corp (4423 JP) ended the year with a flourish as accelerating revenue and profitability growth allowed it to exceed its full-year targets despite market worries for most of FY20 that it would fall short. As important, the company has released its mid-term financial plan with growth expectations through FY25 that are well-ahead of consensus expectations. We believe markets have underestimated the company’s growth potential as it leverages a collection of high-quality assets including Japan’s fourth-largest fiber network to operate in selected market segments that are growing faster than the overall industry. We remain at Buy.

Arteria Networks Q4 20 Results: Robust Growth in Mid-Term Plan