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

XPER: Multiple Shots on Goal, Upgrading to Top Pick

Founder, BWS Financial Inc

Hamed Khorsand

Founder

Equity Bottom-Up

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Xperi (XPER) was successful in signing license agreements earlier than expected resulting in second quarter results beating our forecasts. XPER highlighted its biggest licensing wins during the quarterly call. We had referenced the YouTube TV license renewal in early July.</li></ul> <ul type="disc"><li>XPER has more over the top (“OTT”) licenses coming up for renewal and management asserted there are many more new OTT participants XPER is targeting. OTT is a larger revenue opportunity now with consumers signed up on multiple services.</li></ul> <ul type="disc"><li>XPER disclosed it is engaged with 20 automobile OEMs for its DTS AutoStage product and 14 OEMs for its DTS AutoSense product.</li></ul> <ul type="disc"><li>The expanded availability of TiVo Stream 4K at multiple retailers in the second quarter is resulting in greater number of units sold. The Company also undertook aggressive pricing promotion in the second quarter to push more devices into the market.</li></ul>


Xperi (XPER) was successful in signing license agreements earlier than expected resulting in second quarter results beating our forecasts. XPER highlighted its biggest licensing wins during the quarterly call. We had referenced the YouTube TV license renewal in early July. XPER has more over the top (“OTT”) licenses coming up for renewal and management asserted there are many more new OTT participants XPER is targeting. OTT is a larger revenue opportunity now with consumers signed up on multiple services. XPER disclosed it is engaged with 20 automobile OEMs for its DTS AutoStage product and 14 OEMs for its DTS AutoSense product. The expanded availability of TiVo Stream 4K at multiple retailers in the second quarter is resulting in greater number of units sold. The Company also undertook aggressive pricing promotion in the second quarter to push more devices into the market.

Xperi

XPER: Progressing Thru the Year