Sierra Wireless (Nasdaq: swir, TSE: sw)

Beleggen in aandelen beurs China Shanghai Composite, Toronto, etc.
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kravat
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Re: Sierra Wireless (Nasdaq: swir, TSE: sw)

Berichtdoor kravat » 09 Aug 2017 20:20




Inschrijven voor Beursig Magazine:



grepolis
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Re: Sierra Wireless (Nasdaq: swir, TSE: sw)

Berichtdoor grepolis » 10 Aug 2017 10:23

kravat schreef:https://www.youtube.com/watch?v=YW_QvIjfptI


Bedankt Kravat,

Ik vond geen link om dit interview hier te posten...vandaar dat ik de tekstversie al plaatste... de conferences van eergisteren en gisteren waren in de zelfde lijn (2019 zou het jaar kunnen zijn dat men 1 miljard dollar omzet haalt) waarbij we de komende maanden hoogst waarschijnlijk nog een 'olifant-deal' (zoals VW) zal bekend maken... maar Numerex zal zijn tijd vragen...als ik het ergens goed begrepen heb tot één jaar na de 'close' in januari 2018 (dus tot januari 2019). Maar ondertussen heeft men veel contracten afgesloten. Ergens werd gesteld dat ze op jaarbasis 17 miljoen stuks verscheept (de eerste maal dat dit concreet cijfer geeft...waarom...in het interview werd gesproken van miljoenen...met een totaal aantal van meer dan 130 miljoen...

de verwarming van Honeywell is niet van SWIR dus maar wel de bediening van de veiligheidssystemen van Honeywell...ook dit is wel heel concreet. Dit is wel wat een wijziging in de communicatie (die eerder voorzichtig is - hoe te interpreteren...zeker van de toekomst of overmoedig?). De resultaten en vooruitzichten blijven het alvast goed doen of uitschijnen (en de laatste kwartalen ook behaald).

groeten,

grepolis
Überzeugungen sind gefährlichere Feinde der Wahrheit als Lügen. Friedrich Wilhelm Nietzsche

grepolis
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Re: Sierra Wireless (Nasdaq: swir, TSE: sw)

Berichtdoor grepolis » 10 Aug 2017 14:11

Nogmaals een geluisterd naar Oppenheimer 20th Annual Technology, Internet & Communications Conference - Sierra Wireless (SWIR) Boston 08/08/2017.

https://www.veracast.com/webcasts/opco/technology2017/17111411481.cfm?0.376176835924

Men verscheept dus 17 miljoen devices die een omzet oplevert van zo'n 650M$
op dit moment wordt LPWA nog niet commercieel verscheept dus levert nog geen omzet op maar de verwachting is dat het 2G en 3G zal cannabaliseren.

Wat het miljard omzet betreft laat men verstaan in een perspectief van 5 jaar (maar indien Numerex-deal gehaald wordt denk ik dat we in 2018 al eerder een omzet van 850M euro kunnen halen en de VW-deal zal in 2019 dan nog extra inkomsten opleveren...dus verwacht ik dat het sneller kan zijn dan 2022 (men verwacht een sterke omzetbijdrage in 2019 en volgende jaren).

Men streeft wel naar 70% uit Devices te halen, 20% uit Enterprise en 10% uit Services (waarbij met Numerix erbij men aan 82% zal komen). Overnames - er werd een cijfer genoemd 125M$ (naast de 120M$ die voor Numerex wordt uitgetrokken) zal vooral gaan naar overnames in het segment Enterprise networking...

Wat Devices betreft...
SWIR verkoopt op dit moment
10% 2G
40% 3G
50% 4G
Dus verwachting is dat 50% LWPA zal zijn en 50% 4G (en eventueel 5G)
Dus verwacht men over enkele jaren 350M$ uit 4G te halen en 350M$ uit LPWA

Er werd nog veel geantwoord dat zeker wat kleuring gaf aan waarmee ze bezig zijn maar het is duidelijk dat Numerex nog een spannende 5 maanden tegemoet gaan...Ik ben nog niet zeker dat het volledig rond is...er is een verbintennis dat men wil mergen maar er is nu ook al weerstand en het werd niet volledig gesmaakt door (bepaal-)de aandeelhouders van SWIR.
Überzeugungen sind gefährlichere Feinde der Wahrheit als Lügen. Friedrich Wilhelm Nietzsche

kravat
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Re: Sierra Wireless (Nasdaq: swir, TSE: sw)

Berichtdoor kravat » 22 Aug 2017 11:42

grepolis liked last!

grepolis
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Re: Sierra Wireless (Nasdaq: swir, TSE: sw)

Berichtdoor grepolis » 07 Sep 2017 23:32

Yahoo Finance schreef:Sierra Wireless Delivers the Facts on 5G, with “Preparing for the 5G Future” White Paper and Webinar
[Business Wire]
Business WireSeptember 7, 2017

VANCOUVER, British Columbia--(BUSINESS WIRE)--

Sierra Wireless (SWIR) (SW.TO), the leading provider of fully integrated device-to-cloud solutions for the Internet of Things (IoT), today released “Preparing for the 5G Future,” a white paper providing valuable background on the new 5G wireless standard, the differences between the two 5G access technologies – 5G LTE and 5G New Radio (NR) – and 5G’s implications for the IoT and other industries.

Sierra Wireless and Qualcomm Technologies, Inc. will also present a webinar on preparing for the 5G future on October 30, 2017, at 4 PM GMT. To register: https://www.iot-now.com/preparing-5g-future/?source=sw-press.

Industry analyst ABI Research is forecasting that mobile broadband operators will generate $247 billion in 5G revenues in 2025. However, there is still a great deal of confusion regarding 5G, as industry bodies 3GPP and the International Telecommunication Union’s (ITU) International Mobile Telecommunication system project (IMT-2020) continue to lead development of the new standard.

Questions that many businesses are asking include:

What is the difference between 5G’s two access technologies, 5G LTE and 5G NR?
Given the development of 5G, is it risky to invest in 4G LTE technology now?
Will 5G’s new capabilities live up to the hype?
What IoT, broadband and other applications will 5G be used for?
When will businesses be able to take advantage of 5G’s new capabilities?
In what ways will 5G be evolutionary, and in what ways will 5G be revolutionary?

“Preparing for the 5G Future” answers these and other questions, helping businesses to successfully navigate the transition to 5G. The white paper provides businesses with a high-level understanding of 5G and the two distinct access technologies that operators will likely deploy to create 5G systems, 5G LTE and 5G NR. It also explores the implications of 5G for the IoT and other industries, explaining:

How 5G provides a smooth transition path from 4G LTE to 5G LTE
How 5G’s new millimeter wave spectrum (mmWave) will be used to support fixed wireless access
How 5G’s machine type communications (mMTC) will be used to support the IoT
What new hardware and software infrastructure will be needed to support the rollout of 5G, and the expected timeline for this rollout
The applications best suited for 5G
What 5G technology will mean for your business

“Some aspects of 5G are truly revolutionary—and we can expect to see major disruption in some industries, especially fixed broadband connectivity, over the next few years,” said Gus Vos, Chief Engineer, Technology Standards, Sierra Wireless. “However, just how disruptive 5G will be depends on the application. This white paper examines both the evolutionary and revolutionary impact of 5G, so readers can better understand what it will mean for their business, and can begin to prepare for it.”

As a global leader in 4G LTE that is making significant investments in developing innovative 5G LTE and 5G NR technology, Sierra Wireless is well positioned to help businesses navigate the transition to 5G. Sierra Wireless has more than 20 years of experience building, implementing and securely managing large-scale applications across technologies from 2G to 4G, for some of the world’s largest enterprises. Sierra Wireless also has a long track record of pioneering wireless innovations, including being first to market with several 4G technologies. In addition, as an active participant in the GSMA working groups and 3GPP standards bodies, as well as many other industry organizations, Sierra Wireless has also played a leading role in the development of standards-based wireless technologies.

To download the white paper visit: https://www.sierrawireless.com/resources/white-paper/5g-future/ and to register for the webinar visit: https://www.iot-now.com/preparing-5g-future/?source=sw-press.

About Sierra Wireless
Sierra Wireless (SWIR) (SW.TO) is building the Internet of Things with intelligent wireless solutions that empower organizations to innovate in the connected world. Customers start with Sierra because we offer the industry’s most comprehensive portfolio of 2G, 3G and 4G embedded modules and gateways, seamlessly integrated with our secure cloud and connectivity services. OEMs and enterprises worldwide trust our innovative solutions to get their connected products and services to market faster. Sierra Wireless has more than 1,100 employees globally and operates R&D centers in North America, Europe and Asia. For more information, visit http://www.sierrawireless.com.

Connect with Sierra Wireless on the IoT Blog at http://www.sierrawireless.com/iot-blog, on Twitter at @SierraWireless, on LinkedIn at http://www.linkedin.com/company/sierra-wireless and on YouTube at https://www.youtube.com/SierraWireless.


Is deels wel een promoactie van SWIR maar toch wel zinvol om de 6 pagina's tellende 'white paper' eens door te nemen.

https://finance.yahoo.com/news/sierra-wireless-delivers-facts-5g-130000101.html
Überzeugungen sind gefährlichere Feinde der Wahrheit als Lügen. Friedrich Wilhelm Nietzsche

grepolis
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Re: Sierra Wireless (Nasdaq: swir, TSE: sw)

Berichtdoor grepolis » 11 Sep 2017 22:30

https://finance.yahoo.com/news/sierra-wireless-tests-narrowband-iot-191400440.html

Sierra Wireless Tests Narrowband-IoT Modules on T-Mobile’s Network


Sierra Wireless (SWIR) (SW.TO), the leading provider of fully integrated device-to-cloud solutions for the Internet of Things (IoT), today announced that testing is underway for its next-generation Narrowband IoT (NB-IoT) modules, which are expected to be certified and available for T-Mobile’s Narrowband IoT network in early 2018.

T-Mobile expects to light up the first nationwide NB-IoT network in mid-2018.

With the commercialization of standardized Low Power Wide Area (LPWA) technologies, including NB-IoT, cellular is the globally preferred standard and superior option for many IoT applications that were previously restricted to short-range wireless technologies due to cost and battery life. LPWA technologies combine lower cost, broader coverage and better battery life with globally available and secure cellular networks and will connect millions more things to the Internet.

Sierra Wireless’ AirPrime® WP77 smart wireless modules, the industry’s first global, dual-mode LPWA cellular modules, are part of T-Mobile’s certification process for NB-IoT. The WP77 provides a dedicated application CPU core running the Linux-based open source Legato® application framework with an integrated GNSS receiver to enable tracking and location-based services.

“We’re pleased to work with T-Mobile to increase access to LPWA networks,” said Dan Schieler, Senior Vice President and General Manager, OEM Solutions, Sierra Wireless. “Sierra Wireless AirPrime WP77 modules are integrated with our AirVantage® cloud, providing customers with a proven device-to-cloud architecture to design innovative LPWA solutions that extend the IoT into new markets.”

The WP series dramatically simplifies development for customers building secure telematics and gateway applications. The low-power modes and a comprehensive set of interfaces for connecting sensors and companion chips, including Wi-Fi and Bluetooth, are ideal for developing multi-service platforms requiring wide area coverage and optimized power performance. Fully compliant with the 3GPP Release 13 standard, WP77 modules are sampling with lead customers, with general availability in early 2018. For more information, visithttp://www.sierrawireless.com/LPWA.

To learn more about T-Mobile’s IoT solutions, please visit:http://iot.t-mobile.com.

Resources
For more information about LPWA for IoT, see the LPWA infographic and white paper, LPWA Technologies: Separating Fact from Fiction, and watch the on-demand webinar, The Future of Connectivity for IoT.

About T-Mobile US, Inc.
As America's Un-carrier, T-Mobile US, Inc. (TMUS) is redefining the way consumers and businesses buy wireless services through leading product and service innovation. Our advanced nationwide 4G LTE network delivers outstanding wireless experiences to 72.6 million customers who are unwilling to compromise on quality and value. Based in Bellevue, Washington, T-Mobile US provides services through its subsidiaries and operates its flagship brands, T-Mobile and MetroPCS. For more information, please visit http://www.t-mobile.com.


About Sierra Wireless
Sierra Wireless (SWIR) (SW.TO) is building the Internet of Things with intelligent wireless solutions that empower organizations to innovate in the connected world. Customers Start with Sierra because we offer the industry’s most comprehensive portfolio of 2G, 3G and 4G embedded modules and gateways, seamlessly integrated with our secure cloud and connectivity services. OEMs and enterprises worldwide trust our innovative solutions to get their connected products and services to market faster. Sierra Wireless has more than 1,100 employees globally and operates R&D centers in North America, Europe and Asia. For more information, visit http://www.sierrawireless.com.

Connect with Sierra Wireless on the IoT Blog at http://www.sierrawireless.com/iot-blog, on Twitter at @SierraWireless, on LinkedIn athttp://www.linkedin.com/company/sierra-wireless and on YouTube at https://www.youtube.com/SierraWireless.

“Sierra Wireless”, “AirPrime”, “AirVantage” and “Legato” are registered trademarks of Sierra Wireless. Other product or service names mentioned herein may be the trademarks of their respective owners.


LPWA is dus vanaf 2018 aanwezig in het gamma en het zal de 2G en 3G vervangen met als opzet om een omzet te realiseren van 350M dollar naast een even grote omzet van 4GLTE zoals ik reeds eerder postte (ergens in augustus).
Überzeugungen sind gefährlichere Feinde der Wahrheit als Lügen. Friedrich Wilhelm Nietzsche

grepolis
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Re: Sierra Wireless (Nasdaq: swir, TSE: sw)

Berichtdoor grepolis » 12 Sep 2017 18:46

Überzeugungen sind gefährlichere Feinde der Wahrheit als Lügen. Friedrich Wilhelm Nietzsche