1. 大致研究了S3的业务,说一些我的看法:
1) 下图来自S3的官网,我觉得最能阐述本次S3收购对IOTS的意义:IOTS即将从一家提供定制化design win方案、专注于物联网非易失性存储模块(NVM)生产与销售的硬件公司,演变为能够提供integrated solutio...查看全文
Constantva2018-06-05 09:51
$Adesto科技(IOTS)$ ,一家针对物联网市场推出NVM存储模块的公司,这几天大致看了一下,如下:
1. 物联网设备的市场潜力较大,10-K中提到两个数据,一是到2020年,全球IOT Units installed 将达到25B,年增长率38%;NVM市场在2019年将达到2.7B的规模,年增长25%。
2. 产品 moat及竞争:
$Adesto科技(IOTS)$ S-8 POS Securities to be offered to employees in employee benefit plans, post-effective amendments Accession Number: 0001104659-20-078148 Act: 33 Size: 35 KB 网页链接
$Adesto科技(IOTS)$ S-8 POS Securities to be offered to employees in employee benefit plans, post-effective amendments Accession Number: 0001104659-20-078149 Act: 33 Size: 35 KB 网页链接
$Adesto科技(IOTS)$ S-8 POS Securities to be offered to employees in employee benefit plans, post-effective amendments Accession Number: 0001104659-20-078156 Act: 33 Size: 35 KB 网页链接
$Adesto科技(IOTS)$ POS AM Post-Effective amendments for registration statement Accession Number: 0001104659-20-078115 Act: 33 Size: 37 KB 网页链接
$Adesto科技(IOTS)$ POS AM Post-Effective amendments for registration statement Accession Number: 0001104659-20-078135 Act: 33 Size: 37 KB 网页链接
$Adesto科技(IOTS)$ S-8 POS Securities to be offered to employees in employee benefit plans, post-effective amendments Accession Number: 0001104659-20-078143 Act: 33 Size: 35 KB 网页链接
$Adesto科技(IOTS)$ 25-NSE Notification filed by national security exchange to report the removal from listing and registration of matured, redeemed or retired securities Accession Number: 0001354457-20-000285 Act: 34 Size: 2 KB 网页链接
$Adesto科技(IOTS)$ 8-K Current report, items 1.01, 1.02, 2.01, 2.04, 3.01, 3.03, 5.02, 5.03, and 9.01 Accession Number: 0001104659-20-077753 Act: 34 Size: 191 KB 网页链接
$Adesto科技(IOTS)$ 10-Q Quarterly report [Sections 13 or 15(d)] Accession Number: 0001558370-20-007683 Act: 34 Size: 10 MB 网页链接
$Adesto科技(IOTS)$ SD Accession Number: 0001104659-20-068339 Act: 34 Size: 53 KB 网页链接