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>XPER reported Q3 results that included one-time minimum guarantee contracts. Q3 also marked the end of XPER owning Perceive creating a clearer pathway to higher adjusted EBITDA margin.</li>
<li>XPER reported revenue of $132.9 million compared to our forecast of $130.2 million. XPER’s management underscored revenue strength due to minimum guarantee contracts in the quarter.</li>
<li>Growth in the number of IPTV service providers, automobile OEMs, and TV OEMs is expected to have a greater benefit to XPER in 2025. </li>
</ul>


XPER reported Q3 results that included one-time minimum guarantee contracts. Q3 also marked the end of XPER owning Perceive creating a clearer pathway to higher adjusted EBITDA margin.
XPER reported revenue of $132.9 million compared to our forecast of $130.2 million. XPER’s management underscored revenue strength due to minimum guarantee contracts in the quarter.
Growth in the number of IPTV service providers, automobile OEMs, and TV OEMs is expected to have a greater benefit to XPER in 2025. 


Xperi

XPER: The Push on Cash Flow