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:
$ADESTO TECHNOLOGIES CORP COM USD0.0001(IOTS)$ SC 13G - Statement of acquisition of beneficial ownership by individuals Filed: 2016-02-11 AccNo: 0001623632-16-002302 Size: 104 KB 网页链接
$ADESTO TECHNOLOGIES CORP COM USD0.0001(IOTS)$ SC 13G - Statement of acquisition of beneficial ownership by individuals Filed: 2016-02-11 AccNo: 0001144204-16-080786 Size: 117 KB 网页链接
$ADESTO TECHNOLOGIES CORP COM USD0.0001(IOTS)$ 8-K - Current report Filed: 2016-02-11 AccNo: 0001171843-16-007825 Size: 285 KBItem 2.02: Results of Operations and Financial ConditionItem 9.01: Financial Statements and Exhibits 网页链接
$ADESTO TECHNOLOGIES CORP COM USD0.0001(IOTS)$ SC 13G/A [Amend] - Statement of acquisition of beneficial ownership by individuals Filed: 2016-02-03 AccNo: 0001172661-16-002414 Size: 114 KB 网页链接
$ADESTO TECHNOLOGIES CORP COM USD0.0001(IOTS)$ SC 13G - Statement of acquisition of beneficial ownership by individuals Filed: 2016-02-03 AccNo: 0001172661-16-002403 Size: 116 KB 网页链接
$ADESTO TECHNOLOGIES CORP COM USD0.0001(IOTS)$ 美东时间 2016-02-11 09:00 Before Open:ADESTO TECH CP Earning Release . Wall St EPS Est ($):-0.12. 网页链接
$ADESTO TECHNOLOGIES CORP COM USD0.0001(IOTS)$ 美东时间 2016-02-11 09:00 Before Open:ADESTO TECH CP Earning Release . Wall St EPS Est ($):-0.12. 网页链接
$ADESTO TECHNOLOGIES CORP COM USD0.0001(IOTS)$ 美东时间 2016-02-11 10:00 Q4 2015 Adesto Technologies Corp Earnings Call 网页链接
$ADESTO TECHNOLOGIES CORP COM USD0.0001(IOTS)$ SC 13G - Statement of acquisition of beneficial ownership by individuals Filed: 2016-01-14 AccNo: 0001172661-16-002301 Size: 94 KB 网页链接
$ADESTO TECHNOLOGIES CORP COM USD0.0001(IOTS)$ 美东时间 2016-01-13 11:20 Adesto Technologies Corp at Needham Growth Conference 网页链接