Latest news with #Intelisys
Business Wire
5 days ago
- Business
- Business Wire
Soracom Partners With Intelisys to Expand Advanced IoT Cellular Connectivity for Channel Partners
SEATTLE--(BUSINESS WIRE)-- Soracom, a global IoT platform provider with full cellular MVNO capability, today announced a strategic partnership with Intelisys, a ScanSource company and a leading provider of technology services and solutions. This collaboration aims to provide channel partners with industry-leading IoT connectivity solutions, enabling them to unlock new revenue streams, reduce complexity, and accelerate time to market for their customers' IoT deployments. Soracom's cloud-native platform provides comprehensive cellular IoT connectivity through a single SIM solution that offers multi-carrier LTE/5G and satellite connections and supports eSIM, iSIM, and card-type SIM deployments. With built-in features like IMEI lock for enhanced security, Out-of-Band Management (OOBM) for remote device access, and secure networking options like Virtual Private Networks for secure data transfer, Soracom helps partners simplify IoT deployments and reduce operational overhead. Empowering Channel Partners The partnership with Intelisys continues Soracom's strategy to be a partner-led organization. The relationship will empower channel partners to leverage Soracom's advanced Connectivity Management Platform (CMP), which grants users unprecedented control of their IoT deployments from a single SIM and APN. Soracom also grants channel partners access to a robust suite of connectivity tools for everything from device management to advanced data routing, to packet capture, to real-time network analytics, and secure traffic management. Soracom enables partners to deliver scalable, cost-effective, and highly secure IoT solutions that address the unique needs of their customers. "Soracom is committed to providing partners with the support, tools, and technology they need to make cellular connectivity deliver real business value for customers," said Richard Halliday, Head of Sales, Partnerships & Technical Services, Americas Region, Soracom. "Partnering with Intelisys opens the door for their extensive network of technology advisors to solve complex customer problems with our advanced global IoT coverage, single-platform management, and cloud integration capabilities to businesses worldwide. Together, we're making it easier for partners to innovate, grow, and thrive in the connected world." Driving Innovation and Growth Intelisys is known for its commitment to partner success, providing technology advisors with the support, resources and enablement needed to succeed. Soracom offers Intelisys sales partners integrated IoT connectivity solutions and enables partners to address a wide range of use cases, from real-time asset tracking and smart infrastructure to critical communications and industrial automation. "At Intelisys, we are focused on providing our partners with the best possible tools to drive innovation and success," said Paul Constantine, EVP, Supplier Services, Intelisys. "Collaborating with Soracom allows us to deliver comprehensive global and remote connectivity, empowering our partners to capture new opportunities and meet the evolving needs of their customers." About Soracom Soracom is a technology partner to more than 20,000 startups, SMBs, and enterprises. Soracom offers robust solutions specifically designed to make it easy to build, operate, and scale IoT deployments. Customers trust Soracom for affordable, reliable connectivity that accelerates speed to market, makes it easy to connect to any cloud, and offers access to a worldwide partner ecosystem. More information is available at
Yahoo
30-06-2025
- Business
- Yahoo
5 Must-Read Analyst Questions From ScanSource's Q1 Earnings Call
ScanSource's first quarter saw revenue fall short of Wall Street expectations, yet the market responded positively due in part to the company's strong non-GAAP earnings and robust margin management. Management attributed these results to the ongoing shift toward higher-margin, recurring revenue streams, especially through its Intelisys & advisory segment and the integration of recent acquisitions. CEO Mike Baur explained, 'Our results demonstrate our hybrid distribution success with our focus on specialty technologies and Intelisys & advisory recurring revenue.' The company's improved free cash flow and disciplined expense controls helped offset softer demand conditions. Is now the time to buy SCSC? Find out in our full research report (it's free). Revenue: $704.8 million vs analyst estimates of $777.9 million (6.3% year-on-year decline, 9.4% miss) Adjusted EPS: $0.86 vs analyst estimates of $0.78 (11% beat) Adjusted EBITDA: $33.55 million vs analyst estimates of $33.93 million (4.8% margin, 1.1% miss) The company dropped its revenue guidance for the full year to $3 billion at the midpoint from $3.3 billion, a 9.1% decrease EBITDA guidance for the full year is $142.5 million at the midpoint, above analyst estimates of $138.5 million Operating Margin: 3.3%, in line with the same quarter last year Market Capitalization: $947.9 million While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Greg Burns (Sidoti): Asked for detail on product category performance within Specialty Technology. CEO Mike Baur explained the shift to segment-based reporting, stating the company will prioritize segment trends over individual technology breakdowns. Greg Burns (Sidoti): Inquired about Brazil's underperformance. CFO Steve Jones attributed this primarily to foreign exchange pressures and currency volatility, rather than operational issues within the region. Keith Housum (Northcoast Research): Asked if competitive pricing among resellers is pressuring margins. Baur stated the market remains rational, with over half of projects registered for special pricing, and said there is no unusual margin pressure currently. Keith Housum (Northcoast Research): Queried about SG&A reductions. Jones confirmed headcount adjustments have been completed and expects roughly $10.5 million in annualized savings, with the full benefit reflected in coming quarters. Logan Katzman (Raymond James): Sought clarity on gross margin trends following acquisitions. Jones explained margin profiles differ by segment, with recurring revenue businesses supporting higher margins even as hardware mix fluctuates. Looking ahead, the StockStory team will focus on (1) the integration and performance of Resourcive and Advantix in expanding high-margin, recurring revenue, (2) the company's ability to sustain operational efficiency and realize SG&A savings, and (3) signs of a demand rebound in the technology distribution market, especially in North America. Monitoring the ongoing mix shift to advisory and connectivity services will also be critical for assessing long-term growth resilience. ScanSource currently trades at $41.95, up from $36.03 just before the earnings. In the wake of this quarter, is it a buy or sell? Find out in our full research report (it's free). Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
