BWS Financial Inc

BWS provides independent stock specific research focused on companies with distinct value that are going through a special situation where there is a tangible catalyst not priced in. The catalyst can be anything from new product, restructuring, M&A, management change, change in business strategy, etc. BWS’s focus is to understand the change and evaluate the potential return for investors.

BWS utilizes a self formed proprietary approach in discovering stocks by putting great emphasis on deep research. BWS does generate short recommendations following a similar criteria.

Independent Stock Specific Research

Founder, BWS Financial Inc

Hamed Khorsand

Founder

Equity Bottom-Up

<ul>
<li>AVYA continues to face revenue recognition challenges from transitioning to a subscription revenue model. AVYA reported fiscal first quarter results missing expectations even though AVYA won a $400 million contract.</li>
<li>The issue at hand for AVYA is the ongoing transition is leading to its cash balance diminishing while management maintains a positive cash flow from operation outlook for the year.</li>
<li>AVYA reaffirmed its annual revenue guidance.  AVYA is projecting revenue in fiscal second quarter to jump back to a midpoint of $738 million, which is higher than our original estimate</li>
</ul>


AVYA continues to face revenue recognition challenges from transitioning to a subscription revenue model. AVYA reported fiscal first quarter results missing expectations even though AVYA won a $400 million contract.
The issue at hand for AVYA is the ongoing transition is leading to its cash balance diminishing while management maintains a positive cash flow from operation outlook for the year.
AVYA reaffirmed its annual revenue guidance.  AVYA is projecting revenue in fiscal second quarter to jump back to a midpoint of $738 million, which is higher than our original estimate


Avaya Holdings Corp

AVYA: Sales Slipped, ARR Grew