Io. T Investment Heats Up in January 2. Artificial intelligence, machine learning and the Internet of Things are all in some way trying to break from todays computing paradigms to enable real world physical systems, particularly as they become more and more intelligent, more interconnected and the data they contain an integral part of all information systems. The point is, theres going to be a big disruption, and based on current forecasts, the Io. HbuzA/UZeg29lwDMI/AAAAAAAAIrs/hcZ6mvJ7Tg4/s1600/The+World+According+To+Garp+2.jpg' alt='Watch The World According To Garp Online Free HD' title='Watch The World According To Garp Online Free HD' />Ts going to be a multiple of the value created by the internet thus far. So how can you profit from this transition We believe that monitoring the companies adopting this technology is a good place to start. The below sections are as follows Earnings Reports. M A and Investments. Partnerships. Companies You Should Be Watching. Private Market Funding. Earnings Reports. In the month of January, 6. Issuu is a digital publishing platform that makes it simple to publish magazines, catalogs, newspapers, books, and more online. Easily share your publications and get. Internet of Things in their earnings calls, which is a 2. January 2. 01. 6. The most mentions of Io. T was 3. 0x, by M2. M hardware provider Lantronix NASDAQ LTRX. We recommend buying the stock of this under covered Io. HnM3wL7OF7iXEHNTLAPKnmY7.jpg' alt='Watch The World According To Garp Online Free HD' title='Watch The World According To Garp Online Free HD' />T networking hardware OEM after they reported revenue and earnings above expectations, and this company has no debt, 6. TTM evs. Qualcomm NASDAQ QCOM The prince of mobile content has shown a keen interest in taking on Io. T in connected cars, augmented reality, the smart home, smart cities, and more. However, they reported flat chip sales for the quarter and received lawsuits from the FTC and Apple Driving the stock down 1. The combined requested value between Apple, the FTC, and South Korea is around 2. B, versus Qualcomms 6. B in annual free cash flow generation, but whats scarier to investors is the potential impact of these lawsuits on the pending merger with NXP Semiconductors NASDAQ NXPI. However, the companys now trading at 1. PE with a yield of 3. Artificial intelligence, machine learning and the Internet of Things are all in some way trying to break from todays computing paradigms to enable realworld. PE of 2. 0x and 1. IBM NYSE IBM recorded their 1. The companys been coping with the transition of customer spending away from operating systems and equipment and towards Io. T applications like AI and the cloud. Warren Buffett likes the odds of this turnaround because of IBMs entrenchment in the IT industry, and at a 1. PE with a focus on the future of data, we agree. Skyworks NASDAQ SWKS the RF chipmaker whos been wildly successful with their partnerships with Apple 4. Io. T as the path for future growth. Given the slowing of phone shipments and a clean balance sheet of 1. B in cash and no debt, were looking for Skyworks to move into Io. T via acquisitions and investments. PTC Inc. NASDAQ PTC, the owner of Thing. Worx, noted their record bookings momentum being created by a diverse set of Io. T applications, such as augmented reality, the connected car, and industrial Io. T. We believe the Io. T segment at PTC could be much larger than its current focus in Service Lifecycle Management SLM, and this first mover ecosystem will likely become a takeover target for the likes of GE, Siemens, and other major industrials. Verizon NYSE VZ, saw a 6. Io. T revenue in their quarter, and a continued focus of acquisitive strategy in the internet of things and telematics space. The stock was hammered on earnings due to market share losses and a premium data plan thats been tough to defend against Sprint and T Mobile. Even though this move into telematics is compelling, the competition in both wireless and wireline for a company trading in line with peers 7. Bay NASDAQ EBAY Cited an early entrance into Io. T via distributed commerce as a key initiative on their earnings call. The company is in the midst of a major turnaround strategy, and their major initiative, structured data for improving customer experience, is based on anticipating attractive products for consumers and improving the buying experience through AI and distributed commerce. It trades at the low end of peers, with a 9. Intel NASDAQ INTC posted 7. Io. T revenue, up 1. However, the Data Center sales once again missed their mid teens growth target, and although the quarterly PC trends were better than expected, Intels current product landscape is becoming increasingly challenging. We think it leaves more room for downside than up at this point. Honeywell NYSE HON Mentioned their partnership with Intel for retail Io. T as their first venture outside their focus of industrial Io. T. It was a fitting, above expectations call for CEO Dave Cotes last quarter after 1. We believe the combination of Honeywells focus on user experience, industrial Io. T, and a PE of 2. M A and Investments Cisco, The Unicorn Cowboys Cisco NASDAQ CSCO began the month with the loss of one of their Io. T leaders, Tony Shakib, to Microsoft NASDAQ MSFT, and they finished with the purchase App. Dynamics for 1. 8x revenues Their fifth 1. B acquisition in the past four years. Why App. Dynamics makes application management software, allowing customers to monitor their mobile apps in real time. Criminal Minds Episode 23 Season 10 on this page. Who else does application managementNew Relic NYSE NEWR competes directly with App. Dynamics and IPOd in late 2. Gossip Girl Season 3 Episode 6 Free Online. TTM oploss, still only 13 the losses of App. Dynamics the stocks up only 1. Ciscos acquisition. If you believe this markets only big enough for two players, NEWR trades at 9x TTM price to revs, roughly half the valuation Cisco paid, and implies a 9. If youre a disciplined investor, this thesis should make you cringe. A more detailed take can be found HERE. Change Before You Have to General Electric NYSE GE completed their acquisition of Service. Max for 9. 15mm, which will enable GE to automate the servicing of heavy duty machinery from the cloud and continues their path into software for machinery business. Shortly after, the company reported a mixed earnings report, citing strength in their power and renewable energy business. The stock caved on the report, as investor optimism towards POTUS spending plans for infrastructure was overshadowed by the funding cuts over the revenue anchors of renewable energy. Wonderful Company at a Fair Price HP Enterprises NYSE HPE has made two previous attempts at entering the world of hyper convergence, and CEO, Meg Whitman, has been publicly declaring a mostly non existent rivalry between her company and industry leader, Nutanix. This month, HPE decided to give up on building and acquired Simplivity for 6. Is that expensive Financials were not disclosed, but given the most recent round for Simplivity claimed a 1.