Internet Initiative Japan (Buy) - Q2 22 Results Reaction: Mobile Recovery Boosts Corporate DX Growth

IIJ (Buy) - Q3 22 Results Reaction: Solid Quarter as Recurring Sales Expand

IIJ (Buy) - Q4 21 Results Reaction: Reliable Growth and Margin Expansion

IIJ (Buy) - Q3 21 Results Reaction: Core Business Drives Record Quarter

IIJ Q2 21 Results Reaction: Setting the Pace for Industry to Follow

Telco/Internet specialist

Kirk Boodry

Redex Research

Equity Bottom-Up

Internet Initiative Japan / Equity Bottom-Up

<ul>
<li>IIJ posted solid results including double-digit revenue and operating profit growth as corporate DX demand drive cloud and security growth at rates well above larger rivals</li>
<li>Shares sold off 7% after the mid-day announcement which reflects modestly aggressive consensus forecasts and/or disappointment on lack of a guidance raise</li>
<li>The company did announce its second share split in three years which tells us management remains confident on the mid- to long-term track</li>
</ul>


IIJ posted solid results including double-digit revenue and operating profit growth as corporate DX demand drive cloud and security growth at rates well above larger rivals
Shares sold off 7% after the mid-day announcement which reflects modestly aggressive consensus forecasts and/or disappointment on lack of a guidance raise
The company did announce its second share split in three years which tells us management remains confident on the mid- to long-term track


IIJ (Buy) - Q1 22 Results Reaction: Solid Results and Share Split