In today’s briefing:
- GoDaddy Inc: Initiation of Coverage – Business Strategy
- GoDaddy Inc: Detailed Credit Analysis & Financial Strength Evaluation Report
- Trimble Inc: Detailed Credit Analysis & Financial Strength Evaluation Report
- Trimble Inc: Initiation of Coverage – The Bilberry Acquisition & Other Drivers
- Motorola Solutions Inc: Detailed Credit Analysis & Financial Strength Evaluation Report
- Motorola Solutions Inc: Initiation of Coverage – Revenue Stickiness & Other Drivers
- Smartsheet Inc- Initiation of Coverage – The Outfit Acquisition & Other Drivers
GoDaddy Inc: Initiation of Coverage – Business Strategy
- This is our first report on cloud-based solutions provider, GoDaddy.
- The company is one of the largest players in the domains, hosting and other related cloud-based solutions space across the globe.
- This quarter, the company launched its beta WooSaas solution, allowing it to reach larger customers.
GoDaddy Inc: Detailed Credit Analysis & Financial Strength Evaluation Report
- GoDaddy is a cloud-based solutions provider and one of the largest players in the domains, hosting and other related cloud-based services.
- The company is currently facing a challenging forex environment but this has not stopped them from delivering a positive result.
- This quarter, the company launched its beta WooSaas solution, allowing it to reach larger customers.
Trimble Inc: Detailed Credit Analysis & Financial Strength Evaluation Report
- Trimble Inc is a well-known player in the agri-tech space.
- The company has gone through its fair share of corporate restructuring with a series of acquisitions and divestments.
- On execution, Trimble continues to simplify its portfolio through actions like decreasing the number of product offerings and part numbers.
Trimble Inc: Initiation of Coverage – The Bilberry Acquisition & Other Drivers
- This is our first report on agri-tech player, Trimble Inc.
- The company has delivered a robust set of results this quarter with growth in total revenue and gross margin, with excellent progress seen on the Trimble Construction One offering.
- From the perspective of capital allocation, Trimble has divested 5 businesses where the revenue was more than 90%.
Motorola Solutions Inc: Detailed Credit Analysis & Financial Strength Evaluation Report
- Motorola Solutions is a renowned communications and analytics player and has a strong market position particularly in the land mobile radio (LMR) communications domain.
- In the SI and product segments, continued strong order demand in both Video and LMR drives a high level of backlog.
- Motorola strengthened its video portfolio with its acquisitions of Callipsa, which brought the company advanced cloud-native video analytics.
Motorola Solutions Inc: Initiation of Coverage – Revenue Stickiness & Other Drivers
- This is our first report on communications specialist, Motorola Solutions.
- In services and software, Motorola’s revenue was up highlighted by robust software growth.
- Motorola Solutions recently went on to acquire Videotec S.p.A, the global supplier of the ruggedized video security solutions.
Smartsheet Inc- Initiation of Coverage – The Outfit Acquisition & Other Drivers
- This is our first report on Smartsheet, a well-known cloud-based enterprise platform for workflow automation and various other features.
- The company had a successful second quarter and managed to surpass Wall Street expectations in terms of revenues and earnings.
- Their new business movement also had another successful quarter in Q2, with new business bookings establishing a new quarterly high.
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