Aethlon Medical’s CEO Jim Joyce Interviewed by The Life Sciences Report


Aethlon Medical’s CEO Jim Joyce Interviewed by The Life Sciences Report

 

SAN FRANCISCO, CA–(Marketwired – December 23, 2015) –

Exosome Sciences, a majority-owned subsidiary of Aethlon Medical Inc. (AEMD), is pioneering the potential use of an exosome-based biomarker to diagnose chronic traumatic encephalopathy (CTE), a condition that otherwise can only be identified postmortem. As James “Jim” Joyce, executive chairman, tells The Life Sciences Report, other companies are exploring this approach in oncology, but Exosome Sciences is the only company advancing an exosome-based candidate to diagnose CTE.

The Life Sciences Report: How did Exosome Sciences, a majority-owned subsidiary of Aethlon Medical Inc., come to be?

James Joyce: Exosome Sciences grew out of our scientific advances at Aethlon Medical, where we have pioneered the development of affinity biofiltration therapies that eliminate life-threatening disease targets from the circulatory system. We formed Exosome Sciences to evolve exosome isolation techniques that we developed at Aethlon Medical for therapeutic purposes into a diagnostic setting. Exosomes are very stable nanometer-size vesicles that transport disease-specific cargos throughout the body.

In the case of neurological disorders, we pursued a belief that it might be able to isolate disease-specific exosomes that crossed through the blood-brain barrier and into the blood, thus establishing the possibility of liquid biopsy that could detect and monitor…

Continue reading this interview: Aethlon Medical CEO Jim Joyce Discusses the Forthcoming ‘Concussion’ Movie and CTE Research Being Conducted by Aethlon’s Exosome Sciences Subsidiary

About Streetwise Reports – The Life Sciences Report
 

Investors rely on The Life Sciences Reportto share investment ideas for the biotech, pharmaceutical, medical device, and diagnostics industries. Our exclusive interviews with leading industry experts and analysts provide a clear picture of the causes of macro-economic shifts and the strategies that help you capitalize on developing trends.

Endexx Initiates Plantar Fasciitis Patient Study With Hemp Derived Cannabidiol


Endexx Initiates Plantar Fasciitis Patient Study With Hemp Derived Cannabidiol

CAVE CREEK, AZ–(Marketwired – Dec 15, 2015) –
Endexx Corporation (OTC PINK: EDXC), a provider of innovative medical marijuana management and technology solutions, announced today the start of a new small scale case study of plantar fasciitis patients utilizing CBD Unlimited’s certified, Colorado grown hemp oil blends, rich in both cannabidiol and other key phyto-nutrients.
The study, supervised by Dr. Daniel Kiddy, DPM, is comprised of ten volunteer patients taking CBD-rich hemp oil sublingually for up to forty-five days. Two million patients are treated for Plantar Fasciitis in the US every year according to the American Academy of Orthopedic Surgeons. The condition is caused by the inflammation of the plantar fascia. Cannabidiol has been shown in multiple clinical studies to have powerful anti-inflammatory properties.
Dr. Kiddy, a foot and ankle specialist who treats plantar fasciitis patients on a daily basis, stated: “Many cases of plantar fasciitis occur due to nerve inflammation of the medial calcaneal branch coming off the posterior tibial nerve or from inflammation to the first branch off the lateral plantar nerve known as Baxter’s nerve. The goal of the study is to record changes in pain levels for patients diagnosed with plantar fasciitis through the administration of CBD-rich oil provided by CBD Unlimited.”
The diabetic neuropathy study started a year ago in Missouri has been concluded. Almost all of the 13 patients who participated in the trial experienced improvement. Improvement was described as being able to sleep, not wake up with pain, feeling more rested and increased energy. One of the patients had chronic migraine headaches, for which she was taking eighteen Imitrex per month in addition to Gabapentin and Zonisamize. The patient is now down to two Imitrex per month and is off her other two medications completely. Patients are now using CBD-rich hemp oil from CBD Unlimited instead of prescription medications, per their doctor’s advice, with decreased pain and a better quality of life.
Todd Davis, CEO of Endexx, stated, “Through testimony of our clients and feedback from patients voluntarily participating in these studies, we are finding that secondary pain and inflammation related symptoms are improving through the use of our Phyto-Cannabinoid enriched blends. Testimonies come in weekly about the benefits provided by our products. We will continue to support baseline case studies that build a more complete understanding of the benefits derived from organic hemp extracts.”

About Endexx 

Endexx provides innovative medical marijuana management and technology solutions. Endexx, with its collaborative partners and consultants, develops and distributes two consumable product lines derived from industrial hemp, which is organic and naturally rich in phytocannabinoids. The company has two technology products and services that launched in 2014 — the M3hub and the Autospense™. Both products provide essential solutions to promote regulatory compliance and full accountability through “seed to sale” inventory management and tracking. Based on principles developed by the pharmacological industry, the m3hub platform is the first standardized software solution for tracking pharmaceutical grade marijuana that maintains compliance with federal, state and local regulations. It is intended to provide a smooth transition to an eventual federal mandates. The Autospense™ is a high-tech marijuana inventory control and dispensing device that provides up-to-the-minute accounting details and ensures both product and patient security. By automating the dispensing process, Autospense™ increases productivity and reduces costs for marijuana retailer, while enhancing their service quality by reducing transaction time for customers. Websites include: www.cbdunlimited.com, www.cbdhealthsolutions.com, www.endexx.com, www.m3hub.com.

Rocky Mountain High Brands, Inc. (RMHB) Welcomes Carolina Hemp Company as New Distributor


Rocky Mountain High Brands, Inc. (RMHB) Welcomes Carolina Hemp Company as New Distributor

GlobeNewswire

DALLAS, Dec. 09, 2015 (GLOBE NEWSWIRE) — Rocky Mountain High, Inc. (RMHB), is pleased to welcome Brian Bullman and Brian Morris with Carolina Hemp Company to its team.  Please visit their website http://carolinahempcompany.com/

Brian Bullman said, “After meeting and speaking with the Rocky Mountain High team, we at Carolina Hemp Company are pleased to say, that our company will distribute Rocky Mountain High Brands here in our region.  We have had a lot of success distributing and branding other hemp beverages here, and feel like Rocky Mountain High Brands will take us to the next level.  We have found Jerry, Tom, Jason, and Todd to be very professional and easily accessible.  Their experience and passion will undoubtedly accent our own passion and experience in moving a Hemp brand into the mainstream market.”

Bullman continued, “We are very excited to offer this fantastic product to our retailers and consumers. We have seen firsthand that there is a very real and viable market demand for Hemp Beverages. Based on our current trajectory, we feel like we can triple the 350+/- retailers we currently distribute to.  Brian Morris and I feel like Asheville is a great place to launch Rocky Mountain High Brands.  Our home town is one of the top destinations, in multiple categories, on earth. The people here are receptive, open minded, and dynamic. No better group of people to get behind a quality hemp product.”

For Rocky Mountain High Carolinas Contact:

Brian Bullman: 828-231-4175  brian.carolinacanna@gmail.com

For Rocky Mountain High Distribution Contact:

Todd Kornely: (972) 804-9620

todd@rockymountainhighbrands.com

Rocky Mountain High Brands, Inc. (RMHB) Annual Shareholders Update


Rocky Mountain High Brands, Inc. (RMHB) Annual Shareholders Update

 

GlobeNewswire
DALLAS, Dec. 08, 2015 (GLOBE NEWSWIRE) — As we celebrate our first complete year of the formation of Rocky Mountain High Brands, Inc. (RMHB), I thought it would be prudent to take a look at our accomplishments to date, as well as take a glimpse at what we would like to accomplish in our second year of existence.
Although the corporation was established in July 2014, many of us here at Rocky Mountain High Brands like to believe the true first day of the company is February 17, 2015. That date marks the day that we produced the first 45,000 cases of our delicious hemp beverages. By Mid-March, we had shipped product to a few distributors and listed the product on AMAZON.com. The response at AMAZON.com was overwhelming, and we successfully sold out of inventory in the first 24 hours of our listing.
Since the initial production run, we have produced more than 2.7 million cans to date, and received our first international order of one million cans of Rocky Mountain High for retail sale in Canada. We have also created a distribution network that now reaches thirteen (13) states. Rocky Mountain High is adding new distributors each month, and we have now reached the point where several of the distributors are doing extremely well. M&S Distributing stands out with a territory which now encompasses seven (7) states and boasts a fleet of eleven (11) Rocky Mountain High wrapped vans. M&S Distributing has just received product specifically designated for a large regional retail chain of stores.
To contact M&S Distributing: burkellumber@wikitel.com or call 218.452.0936
In November, Rocky Mountain High Brands signed an agreement with the Comanche family of Oklahoma to produce and market a line of hemp healthy infused flavored waters derived from the “Healing Spring Waters” located in the Slick Hills at the base of the Wichita Mountains. Rocky Mountain High has made arrangements to install a pumping station on the property which will allow us to haul “Healing Spring Water” directly to our facility in Carrollton, Texas for bottling. The healthy hemp infused flavored water products should be introduced to the market in the first half of 2016, along with Natural Healing Spring Waters.
We are excited to announce that Rocky Mountain High Brands will sign an agreement with the cutting edge New York based social media company oneQube this week. oneQube personnel possess over eighty (80) years of collective experience in building social media platforms for businesses. oneQube finds new people to follow, and with whom to engage, creating predictable models of audience growth. oneQube boasts a perfected technology and methodology approach that will build a strong foundation for the Rocky Mountain High Brands awareness.
For information about oneQube: www.oneQube.com
The next production run will be scheduled for some time in February and will feature the new 16 ounce hemp leaf can. The new larger cans will create a greater consumer value and will allow us to compete with Monster Energy and Red Bull for a larger portion of the energy drink market.
We are preparing to produce our new hemp-infused Protein, Energy and Chia Crisp bar. These delicious new bars will each contain 100 milligrams of hemp, thus being quite nutritious. Additionally, these Rocky Mountain High branded bars will be non-GMO and Gluten free.
Our Hemp Energy shots will also be produced in the first quarter of 2016. These products, combined with what we already have in development and production, places Rocky Mountain High well on the way to developing a complete product line of nutritious hemp products.
We are also in the final development stages of a line-up of four (4) new CBD-infused beverages. We are planning to have these products ready for sale in the second quarter of 2016.
Our trip to New York was very successful, whereby we were the sole sponsor of the Rashad Jennings Foundation GIANT Night of Comedy Event. This foundation’s mission is to inspire youth by making education fun, to provide mentorship for individual success, and to promote health and fitness worldwide. For further information, please view: www.rashadjennings.com.  In attendance was Dr. Oz, John Amos and many New York Giants and New York Jets football players. We want to thank the Epic Group of NY and all of their associates for all of their assistance in making this big event happen.  www.rockymtnhighny.com
Rocky Mountain High would also like to thank all shareholders for their patience on the audit which should be posted this month. We are now preparing the Form 10 documentation for moving to the OTC Bulletin Board (OTCBB). This has been a long process due to constant growth, and Rocky Mountain High is looking forward to demonstrating greater transparency by listing on the OTCBB. The OTCBB listing will attract institutional and private investors which in turn will fuel faster corporate growth due to increased valuation.

Wocket Smart Wallet Announces Launch of New Commercial


Media Alert; Wocket Smart Wallet Announces Launch of New Commercial

OXFORD, Conn., Dec. 7, 2015 /PRNewswire/ — Wocket® smart wallet (http://www.wocketwallet.com) announces the launch of a new 30 second commercial to air on Time Warner Cable New York channels including CNBC.

Additionally the new commercial will be part of an online social media marketing campaign including YouTube, Facebook, Twitter and Instagram.

The new ad plays on the ‘Wocket in your Pocket’ concept and is part of a wider marketing plan to gain increasing customer awareness about Wocket.

View the video on YouTube: https://www.youtube.com/watch?v=O9SS_T_03xI

Wocket is a product of NXT-ID, Inc. (NASDAQ:NXTD).

Wocket® is the smartest wallet you’ll ever own. Designed to protect your identity and replace your old wallet, simply swipe and save your cards into Wocket once and they are immediately secured with pin and biometric voice print technology.  Without ever needing a smartphone, you can choose a card from the touch screen and Wocket programs its single, smart card (Wocket Card) to match your selection. From there, you just swipe as you normally would virtually anywhere that credit cards are accepted today.

All your credit, debit, loyalty, gift, ID, membership, insurance, medical information, passwords, and other information can be protected on Wocket®.

Buy Wocket® at:  http://www.wocketwallet.com

See the full Wocket® FAQ at: http://wocketwallet.com/pages/faq

Product images are available for media at: http://press.nxt-id.com

Follow Wocket on Twitter: https://twitter.com/wocketwallet

Follow Wocket on Facebook:  https://www.facebook.com/wocketwallet

About NXT- ID Inc. – Mobile Security for a Mobile World: (NXTD) 

NXT-ID, Inc.’s innovative MobileBio® solution mitigates consumer risks associated with mobile computing, m-commerce and smart OS-enabled devices. The company is focused on the growing m-commerce market, launching its innovative MobileBio® suite of biometric solutions that secure consumers’ mobile platforms led by Wocket®; a next generation smart wallet designed to replace all the cards in your wallet, no smart phone required. Wocket was recognized as one of the top technology products at CES 2015 by multiple media outlets including Wired.com. The Wocket works most anywhere credit cards are accepted and only works with your biometric stamp of approval or passcode. http://www.wocketwallet.com/

NXT-ID’s wholly owned subsidiary, 3D-ID LLC, is engaged in biometric identification and has 22 licensed patents in the field of 3D facial recognition http://www.nxt-id.com/, http://3d-id.net/

Kroger (KR) Is The Whale In The Pond


Summary

The continuous consolidation of the supermarket industry has put Kroger in a good growth position.
Good debt and cash management will allow continual growth.
Further M&A will increase the company’s market share.

Overview

The Kroger Company (NYSE:KR) is currently the largest supermarket retailer in the US. The company has continually taken advantage of its free cash flow, putting it in a strategic position for excellent growth. Mergers and acquisitions over the past few years have allowed KR to continue to grow its market share and sales. We saw the result of this in its Q3 earnings and the outcome of the Harris Teeter acquisition. By investing in further projects with its cash, such as lease buyouts and direct manufacturing, KR will be able to keep its operating profits high. It has faced constant pressure from one of its top competitors, Wal-Mart (NYSE:WMT), but its high leverage ratio has allowed the company to compete by consistently adding companies to its brand through M&A.


Source: Stockcharts.com

Positive Q3 Results

KR’s Q3 earnings release on Thursday provided optimism. Supermarket sales, without fuel, grew 5.4% in the third quarter of fiscal 2015. More importantly, KR reported return on invested capital [ROIC] on a four-quarter basis of 14.16%. With the acquisition of Harris Teeter, KR expects fiscal 2015 ROIC to increase from the fiscal 2014 result.

Looking at the bigger picture, YTD sales grew to $83.663B from $83.258B last year. Although a very marginal gain, when looking at EBIT between 2014 and 2015, profit has grown from $1.852B to $2.279B, indicating a 23% increase. Lastly, EPS was $0.43, which raises 2015 EPS outlook of $2.02 to $2.04.

Growth Drivers

1. Continued M&A

KR will continue to focus its cash flow to take advantage of M&A opportunities. It announced back in November that it plans on merging with Roundy, a Wisconsin based supermarket chain, putting yet another region on KR’s map. Its recent mergers with Harris Teeter and Vistacost.com have increased the company’s presence in the online business. The merger with Harris Teeter has provided excellent strategic advantages to KR’s online operations. With its “click and collect” online ordering and customer pickup service, KR can increase customers, while also directly competing with pricey home delivery methods from other companies. This merger also resulted in an expansion to the Southeastern and Mid-Atlantic markets. It will be interesting to see which other companies are in KR’s M&A pipeline and how they can continue to expand and innovate.
(click to enlarge)
Source: Kroger Reports

2. Use of Cash Flow

Management has done an excellent job of maximizing shareholder value with its cash flow. Back in July, KR initiated a 2-for-1 stock split, a $500 million buyback program, and a 13.5% dividend rise. With a positive track record and higher EPS estimates, KR could potentially raise dividends further in the future. More importantly, the company continues to invest in capital projects, M&A, and leases. The company prefers to own stores rather than lease them to lower its rent charge, and KR currently owns around 45% of its supermarkets.

Source: Kroger Reports

3. Manageable Debt Position

KR’s goal has been to maintain a solid investment grade rating, which it has succeeded at. KR’s objective for 2015 was to maintain a net total debt to adjusted EBITDA ratio between 2.0 and 2.2. At year-end 2013, this ratio was 2.43, mainly due to the Harris Teeter merger. It achieved its goal, and as of the close of third quarter 2015, maintains a debt to equity ratio at just 1.92. Although KR is highly leveraged, its investments have provided excellent market share growth and have allowed the company to stay highly competitive against other large retailers like WMT.

 

4. Profit Margin

KR manufactures 40% of its private-label products. By not relying solely on outsourced production, KR can capture all the profits from selling its higher-margin private label, allowing the company to remain competitive on price while preserving margin. This has helped KR to outperform its competitors in growth over last year. Another factor keeping its operating expenses lower is the fact that KR owns nearly half of its supermarkets, as stated before.

Source: Market Realist

Competition

KR faces direct competition with WMT. Due to its size, WMT is one of the biggest threats to the company. WMT heavily relies on food-related revenue, as it accounts for 56% of the company’s annual revenue. Although WMT operates more stores than KR throughout the US, KR has consistently beaten WMT on annual same-store sales growth. This shows that despite WMT occupying a larger market share, KR is able to continue to grow on an annual basis.

Source: Market Realist

Rising demand in organic production has increased competition with more chains offering organic and natural products. KR is facing pressure from specialty and niche grocers such as Sprouts Farmers Market Inc. (NASDAQ:SFM) and The Fresh Market Inc. (NASDAQ:TFM) to meet consumer demands. It is also facing competition from mass merchandisers like WMT, Target Corp.

(NYSE:TGT), and Costco Wholesale Corp. (NASDAQ:COST). To begin to penetrate the organic produce market, KR purchased a dairy farm to shift to producing organic milk. We may see many more acquisitions like this, which will allow KR to stay competitive in the organic market by keeping its margins high while meeting demands.

If KR continues to move into the online grocery segment, it may have trouble competing with niche companies. Amazon (NASDAQ:AMZN) is expanding its AmazonFresh segment which will directly compete within the online sales market. I believe that by leading the “click and collect” segment, KR can remain competitive against online competitors, as it will result in a lower operating cost that will be passed on to the consumer.

Dunlap-Stone University Announce Nationally Accredited Online Cannabis Education Program


Cannaworx Announces the First Nationally Accredited Cannabis Online College Course

Cannabis Career Institute and Dunlap-Stone University Announce Nationally Accredited Online Cannabis Education Program

Marketwired

PENSACOLA, FL–(Marketwired – Dec 2, 2015) –  
GEAR International, Inc. (OTC PINK: GEAR) is pleased to announce that Cannabis Career Institute (CCI), part of the Cannaworx, Inc. team of companies, and Dunlap-Stone University have introduced the first-ever nationally accredited online cannabis education program entitled “The Modern Cannabis Industry.”

Cannabis Career Institute, a leader in cannabis business education and training from Los Angeles, and Dunlap-Stone University, a private, online institution headquartered in Phoenix, Arizona have partnered to debut the first fully accredited college course for the cannabis industry.

The first course is the entry point for degree specializations supporting careers in cannabis. Example: Bachelors of Health Administration with a specialization in Cannabinoid Therapies, Bachelors of Business with a Specialization in Cannabis Operations.

Here is the course description: 

This six-week online survey course, which is an elective in the healthcare administration program, explores the modern cannabis industry from the perspective of the emerging industry and its career possibilities. It briefly discusses the history of cannabis in the U.S., including the myths and stigma associated with the plant. It examines the recent phenomena of medical usage and scientific discoveries related to cannabis and its derivatives. Emphasis is placed on understanding the various emerging career opportunities within the industry for those who possess the requisite skill sets. The course also examines the current legal issues and other challenges facing this growth industry.

“Our curriculum development specialists paid special attention to making this course a balanced, unbiased presentation of the facts about this rapidly growing industry and the career opportunities it represents,” said Dr. Donald Burton, President of Dunlap-Stone University. “I believe students everywhere will be amazed by what is happening in the cannabis industry today. The growth in jobs and careers is staggering.” Dr. Burton was quick to point out that what made the course possible was the university staff worked closely with subject matter experts from Cannabis Career Institute (CCI), the nation’s leading career knowledge resource for the industry.

“This program, made possible by the insightful faculty and management team at Dunlap-Stone University with the assistance of subject matter experts from the Cannabis Career Institute, is an important breakthrough in cannabis education,” said Dr. Bedore, President of Cannaworx and a CCI faculty member. “By having this nationally accredited program available online to the world, it advances awareness of the cannabis industry’s benefits, as well as highlights the related career opportunities.”

About GEAR International, Inc.

GEAR International is a public company that offers a viable and often creative funding resource and joint venture opportunities for companies seeking unconventional funding, hard asset loans, expansion capital and/or other resources. The objective is to assist companies that are in a unique position to capitalize on a current trend or scale their operational business. By providing timely capital and other resources, the management teams of our companies can accelerate product launches, expand into new territories and often even pioneer an entire new category.

About Dunlap-Stone University

Dunlap-Stone University is nationally accredited by the Accrediting Commission of the Distance Education Accrediting Commission (DEAC). The Commission is listed by the U.S. Department of Education as a nationally recognized accrediting agency and is a recognized member of the Council for Higher Education Accreditation (CHEA).

About Cannaworx, Inc.

As a resource provider, including facilities, equipment, consulting, education, product development, research and development, financing, personnel, and management of all functional areas to the cannabis and hemp industries, Cannaworx, Inc. bring decades of experience and know-how to the embryonic cannabis and hemp industries. Developing and supporting growing patient and customer needs with new awareness and breakthrough products and therapies is enabling Cannaworx, Inc. to position itself for national and global growth in the cannabis and hemp industries.

Ambrella Earnings (AMBA) Expected To Be Good


Summary

Investors are growing bullish on Ambarella ahead of its quarterly earnings set for December 3.
Ambarella has a diversified business.
GoPro’s weakness is baked into the share price and company outlook.

After trading in a tight range between $50 and $60, investors are growing bullish on Ambarella (NASDAQ:AMBA) ahead of its earnings report on December 3 after market close. Despite dropping by more than half from its peak, Ambarella’s stock is up 15 percent overall this year. Chances are good that the company will hold a bullish outlook thanks to three things. First, Xiaomi only started ramping up Ambarella’s new camera. Second, the company has new technology launching for the professional and consumer IP security camera market. The segment also will benefit from the holiday season. Third, growth in the automotive market is solid, especially in China.

Even though GoPro (NASDAQ:GPRO) reported weak quarterly results and issued a disappointing outlook, Ambarella did not warn investors its upcoming third quarter report would disappoint. The company forecast revenue growth of between 37 percent and 42 percent year-over-year in September. It expects success for the S2L chip for the IP security market. This chip integrates a 4K Ultra HD H.264 encoder with an ARM (NASDAQ:ARMH) Cortex-A9 processor. The solution offers its customers a wide lens and captures at low bitrates but high-resolution. This gives the S2L chip a competitive advantage of lower storage and network bandwidth requirements.

Revenue in the IP security segment may still come in weaker than expected. Ambarella adjusted its inventory last quarter due to one of its big customers. Customers may not to increase supply for the holiday season, which would disappoint investors.

Weak GoPro sales already expected

Ambarella already anticipates a drop in wearable camera revenue. One significant reason for this is an inventory build happened in Q2 as Xiaomi and GoPro both shifted their new product shipments a quarter earlier. The company’s gross margin will still be as high as 64 percent, thanks to growing demand for drones and steady growth in automotive.

GPRO Chart

GPRO data by YCharts

Last quarter, customers already ramped up on many new drone models. If design wins moderate, sales here may disappoint. Still, Ambarella is working on many more design wins, which ensures continued revenue strength for drones.

Looking beyond the current quarter, the company is developing solutions on 14 nanometer. The technology in drone improvement is a function of video quality and battery life. Ambarella is well positioned leading the market through ongoing research activities.

Solid moat in processors

Ambarella does not face any significant competition from chip suppliers, be it Nvidia (NASDAQ:NVDA), Intel (NASDAQ:INTC) or Qualcomm (NASDAQ:QCOM). Ambarella offers the ideal solution in delivering high quality images that are compressed efficiently. Conversely, Intel dominates in the computing market, while Qualcomm’s main business is in smartphone processors. Entering the drone market would push these firms beyond their core competency. Even so, Ambarella is maintaining its firm lead in R&D. Its headcount grew by 13 percent last quarter. The company allocated 83 percent of its staff to engineering.

Valuation

At a recent price of around $58, Ambarella trades at a P/E of 25 and a forward P/E of 16.55. Its P/FCF is similar to that of GoPro (at 20.7 times), yet Ambarella is a more diversified firm. Ambarella’s EBIT margin is twice that of GoPro:

GPRO EBIT Margin (<a href=

GPRO EBIT Margin (TTM) data by YCharts

If management raises guidance in light of a stronger holiday demand, the stock will continue its rebound.

Your takeaway

Ambarella’s minimum revenue growth is 40 percent in the third quarter. It has a diversified product line, all of which are performing reasonably well. The company already expects a drop in the wearable market. Demand from China is especially strong. Ambarella offers the best available technology for popular products in drones, IP security and wearables.