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

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

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

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

Telco/Internet specialist

Kirk Boodry

Redex Research

Equity Bottom-Up

Internet Initiative Japan / Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/internet-initiative-japan" target="_blank" data-smartkarma-citation="entities:10444:1" rel="noopener">Internet Initiative Japan (3774 JP)</a> posted solid Q2 results with the best quarterly revenue growth since 2016 and a 12th consecutive quarter of margin expansion</li>
<li>Results were driven by growth tailwinds for corporate digitization which was also visible in KDDI/Softbank results as well as a recovery in mobile which was not</li>
<li>The company did not raise its full-year financial guidance despite an H1 beat but forecasts looks increasingly conservative</li>
</ul>



Internet Initiative Japan (3774 JP) posted solid Q2 results with the best quarterly revenue growth since 2016 and a 12th consecutive quarter of margin expansion
Results were driven by growth tailwinds for corporate digitization which was also visible in KDDI/Softbank results as well as a recovery in mobile which was not
The company did not raise its full-year financial guidance despite an H1 beat but forecasts looks increasingly conservative


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