External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

<ul><li>SmartRent aims to increase their market share in the smart home solutions industry, specifically in the multifamily real estate sector in the US</li><li>They leverage their innovative Smart Home Operating System to lower costs for landlords and increase revenues through enhanced property management capabilities</li><li>SmartRent's three business lines offer a comprehensive and scalable solution for property owners, with a focus on professional services, hardware sales, and hosted services to capitalize on the growing demand for smart home technologies in the real estate market.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

SmartRent aims to increase their market share in the smart home solutions industry, specifically in the multifamily real estate sector in the USThey leverage their innovative Smart Home Operating System to lower costs for landlords and increase revenues through enhanced property management capabilitiesSmartRent's three business lines offer a comprehensive and scalable solution for property owners, with a focus on professional services, hardware sales, and hosted services to capitalize on the growing demand for smart home technologies in the real estate market.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Smartrent Inc (SMRT) - Tuesday, Jan 30, 2024

Guasty Winds Investment Ideas, Guasty Winds

Guasty Winds

Guasty Winds Investment Ideas

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<ul><li>SmartRent’s 2Q was a bit of a head-scratcher. The significant growth in sales from 1Q didn’t carryover into 2Q, with top-line decelerating from ~74% YoY in Q1 to 26% YoY in 2Q.</li><li>Trends of key KPIs suggest deterioration in the underlying business is continuing and in fact worsening, as we have seen from industry peers recently.</li><li>The exact cause of such is unclear given management’s hesitance to provide clear commentary.</li></ul>

SmartRent’s 2Q was a bit of a head-scratcher. The significant growth in sales from 1Q didn’t carryover into 2Q, with top-line decelerating from ~74% YoY in Q1 to 26% YoY in 2Q.Trends of key KPIs suggest deterioration in the underlying business is continuing and in fact worsening, as we have seen from industry peers recently.The exact cause of such is unclear given management’s hesitance to provide clear commentary.

United States

SmartRent Inc operates as an enterprise smart home automation company. The Company develops software and hardware that empowers property owners, managers, and homebuilders to manage, protect, and automate daily operational processes. SmartRent serves customers worldwide.

SmartRent (SMRT US)

Smartrent Inc (SMRT) - Tuesday, Jan 30, 2024

SmartRent aims to increase their market share in the smart home solutions industry, specifically in the multifamily real estate sector in the US

Value Investors Club

SMRT - Accounting vs. Reality

SmartRent’s 2Q was a bit of a head-scratcher. The significant growth in sales from 1Q didn’t carryover into 2Q, with top-line decelerating from...

Guasty Winds