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[fse] 20/2/2024 14:46

Anyone notice this announcement mid January/24

HV TELEVISION SAS DE COLOMBIA (MULTIPLAY) SUPERCHARGES ENTERTAINMENT WITH TELCO SYSTEMS’ CUTTING-EDGE 100GE NETWORK INFRASTRUCTURE

[resistance1] 20/2/2024 14:44

Seems Edgility investing heavily in Sales, they posted this today about recruiting 6 sales directors. Better late than never: Exciting times at Telco Systems | Edgility! While many high-tech companies are facing challenges, we're targeting significant growth.

We're expanding our sales team to drive our Edgility solution in the #EdgeComputing space and grow our presence in the #CarrierEthernet space.

We're currently hiring for SIX (!!!) Sales Director positions (NA, LATAM, EMEA & APAC) and an SDR role.

We're seeking ONLY experienced, agile, and well-connected sales hunters to join our team.

[fse] 20/2/2024 14:41

Telco systems were chosen by STL partners for the 4th year running as one of the top 100 edge companies to watch. Hopefully the watching will become reality.
Thats what the above post summarizes

[fse] 20/2/2024 14:08

Position in edge ecosystem: Edge Cloud Infrastructure (e.g. Processor, Hardware, Virtualisation & Containers, Operating System); Platform (e.g. Infrastructure Management and Orchestration, APIs and Developer Tools, AI and Data Management Tools, Multi-cloud Platform); Services (Design & Engineering, Systems Integration, Managed Services)

Key proposition: Edgility simplifies the complexities of unifying connectivity and compute at the edge, and helps you effortlessly and cost-effectively scale your edge to cloud connectivity.

Main customers: Enterprises (e.g. manufacturing, energy/utilities), Tier 1 and 2 service providers (e.g. City Fibre), managed service providers, systems integrators, technology providers (e.g. Advantech).

Notable achievements in 2023: Telco Systems launched of Edgility release 6, which included new features in Kubernetes and containers, AI optimisation, integrated network functions, and others. The platform was also named the “Best Business App Deployment & Lifecycle Management Platform 2023″ in the Best in Business Awards. Outside of this recognition, Telco Systems announced a partnership with Lanner Electronics and Cvedia, to demonstrate a next-generation, smart retail solution based on advanced edge computing supporting AI acceleration on a small form-factor edge device. Plus, it engaged Urban Sky on a partnership for solutions for the management of multi-family buildings, to offer innovative Smart Buildings solutions across the US.

[kooba] 19/2/2024 16:41

That's nice , unfortunately I find these things like awards and presenting at industry shindigs I've seen from various technology companies over the years do not really evidence commercial traction ..nothing beats revenue growth and new blue chip customers. Hopefully the results in a few weeks will provide more evidence that Telco products are finding success in the markets they operate in.fingers crossed.

[resistance1] 19/2/2024 15:25

This popped up today. Telco named in the top 100 edge computing players by STL Partners for 2024 the 4th year running. In the narrative it says as follows and note the end narrative about partnerships with Urban Sky and Lanner Electronics. I hadnt heard about that.

Company type: Growth stage

Position in edge ecosystem: Edge Cloud Infrastructure (e.g. Processor, Hardware, Virtualisation & Containers, Operating System); Platform (e.g. Infrastructure Management and Orchestration, APIs and Developer Tools, AI and Data Management Tools, Multi-cloud Platform); Services (Design & Engineering, Systems Integration, Managed Services)

Key proposition: Edgility simplifies the complexities of unifying connectivity and compute at the edge, and helps you effortlessly and cost-effectively scale your edge to cloud connectivity.

Main customers: Enterprises (e.g. manufacturing, energy/utilities), Tier 1 and 2 service providers (e.g. City Fibre), managed service providers, systems integrators, technology providers (e.g. Advantech).

Notable achievements in 2023: Telco Systems launched of Edgility release 6, which included new features in Kubernetes and containers, AI optimisation, integrated network functions, and others. The platform was also named the “Best Business App Deployment & Lifecycle Management Platform 2023″ in the Best in Business Awards. Outside of this recognition, Telco Systems announced a partnership with Lanner Electronics and Cvedia, to demonstrate a next-generation, smart retail solution based on advanced edge computing supporting AI acceleration on a small form-factor edge device. Plus, it engaged Urban Sky on a partnership for solutions for the management of multi-family buildings, to offer innovative Smart Buildings solutions across the US.

[kooba] 16/2/2024 10:30

Resistance ..Moti has been an executive of the company for 8 years he has had many many opportunities to buy shares..but he has never bought and doesn't own a single share ( except exercising and immediately selling all the shares taking good money out) he has options sure but has no real skin in the game. As said before i do not know one other uk listed company where the CEO let alone the CFO as well do not own any shares in the company they run , and it goes against just about any code of corporate governance i am aware of. If they think the shares are good value as they preach why not back that up as it might make investors more favourable if they do see them investing. Obviously close period right now but post results statement they should be cleansed and can deal.Folks always suspect they are unable to deal for some reason or other ..if it normal course of business evaluating options they are not restricted , only if there is some imminenet certainty of something price sensitive are they restricted or around results ..but in hindsight there must have been months of opportunity after he became CEO as nothing much price sensitive or for that matter nothing much came out all year !!

[kooba] 16/2/2024 06:33

Unfortunately the previous news vacuum we had when the share buyback just didn't happen with no apparent reason heralded a period of disappointing trading statements and no real excuse for any delay but just perhaps that the stock hadn't fallen far enough to be worth buying to them.We had 3 profit warning that completely rebased guidance , i was rather hoping they had kitchen sinked it so they could move to start beating again..no sign of that either.The real concern is the amount of money the company has committed to the new disruptive lines ADOR and Egility which were to lead a new growth phase against the generally somewhat dull businesses making up much of current revenue save Cyber.The much talked about inflection points have been talked for quite a while but there is little commercial evidence and ADOR hasn't achieved any commercial sales as far as i can tell, that they can successfully market anything and i imagine any unique selling points that these technologies had becomes less unique as the clock ticks.

[resistance1] 15/2/2024 12:12

I'm sure we will get an update with the results, and maybe shareholder outreach sessions will be scheduled around them. I'm frankly surprised we haven't seen a disposal as yet. Maybe one is in the works that has also stopped Directors buys which are overdue. Certainly time is being taken, probably to get the right price. At the moment a news vacuum. But as they say no news is g... n...

[kooba] 15/2/2024 10:32

Yep cyber should be the star of the show but we are already aware of the contract wins so can figure that one out. There is little else to go on with the life sciences side.With Telco seems their core business might be a positive as they have some new "pumps" as Zvi used to call networking products. But Egility apart from the NGA911 ( which was to a relatively small underlying private customer) Estimated Revenue & Valuationnga911.com's estimated annual revenue is currently $7.5M per year.We sort of need some updates ...also having now been CEO and having a clear vision apparently of how the business should look , core or non core etc it would be good to know how the outcome of the strategic review is being delivered.

[resistance1] 13/2/2024 22:09

I expect the year ends to be in or around target. After all no trading update before or profit warning. Assuming on target and it will be interesting to see which divisions will be exceeding forecast and those that are under. It won’t be linear I’m sure. Cyber with last years announced contract wins I’m sure will be a strong performer which is good from a profit perspective as it is always high margin business. I bet we see Telco’s switches and networking hardware doing well again.

[kemche] 13/2/2024 16:10

Has the rebalancing finished yet?

[kooba] 13/2/2024 12:44

I wonder where Edgility fits in around edge AI..certainly seems to be hot !https://www.forbes.com/sites/forbestechcouncil/2024/02/13/edge-of-network-computing--ai-how-ai-may-fill-gaps-in-5g-tech/Maybe something the company should focus investor attention on? But some common or garden orders would be fine also.According to Ziv Koren, the chief product officer at Telco Systems, the platform builds upon the experience of Telco Systems with large-scale edge deployments."Edgility r6 fully represents our commitment to delivering cutting-edge solutions that simplify and optimize the edge, enabling businesses to remain competitive in an ever-evolving landscape," adds Koren.Edgility uses AI accelerator support to integrate AI-based business applications and network functions in a single workload. The company says this connection between the edge and the cloud/data center optimizes computing resources, boosting the operational efficiency of the intelligent edge.https://www.onlogic.com/company/io-hub/edge-ai-what-is-it-and-how-does-it-work/

[kooba] 13/2/2024 11:10

On diagnostics with interimsDiagnostics-- Sales of diagnostic products in line with the comparative period when excluding COVID-19 contribution-- ADOR Diagnostics progressed development of disruptive NATlab molecular diagnostics platform, with in-hospital pre-clinical trials commencing post periodSo no growth in diagnostics?On ADOR confirmed in Oct"R&D continues to progress and pre-clinical trials are underway with a hospital. With 11 patents issued in the US and 8 internationally with others pending, the Group expects the total addressable market for NATlab to grow to $15.8bn by 2025."It would be good to know the range and duration of these trials and when shareholders might expect to hear the results?Does seem to be taking a long time for ADOR to have anything to market if at pre-clinical trials stage.Definition pre-clinicalPreclinical Trial:The device prototype will undergo a cycle of preclinical testing and redesigning until the product or the prototype is ready for testing the humans. That sounds a long way away from commercialisation?

[kooba] 13/2/2024 10:57

NB From interims"Networking -- Edgility edge computing platform: o Five-year contract won from a leading provider of emergency connectivity services in North Americao Rollout progressed with CityFibre and CEMEXo Proof-of-concepts conducted with a number of potential customers worldwide, including Tier 1 operators in Europeo Established new partnership to increase sales and marketing reach in EMEA -- Carrier ethernet solutions: o Strong growth reflecting increased delivery of 10G and 100G solutionso Development continued of new 10GE platform that is expected to be launched later this year"All great no follow through announcements in the second half on proof of concept or EMEA market. I presume the 10GE platform was rolled out?

[wizzkid211] 11/2/2024 10:02

The hardware and software changes that the global edge computing infrastructure must make to accommodate for the near future and the rapid progress of innovation are undeniable and inevitable

[echoridge] 10/2/2024 06:37

It's possible, but unlikely, paulisi. I'm expecting results first week of March.

[paulisi] 09/2/2024 18:15

Are we expecting a trading update next week?

[resistance1] 09/2/2024 15:01

They are tech leads in certain aspects of Edge computing orchestration platforms. Certainly on how they integrate the 'Cloud' at the network edge. But at the end of the day it is all about gaining market traction with critical mass

[fse] 09/2/2024 12:38

They certainly do get around according to their X feed they are exhibiting at the World Mobile Conference Feb 26th to 29th Barcelona Esp. At one point they figured Edgility had a significant lead in development. As far as I know Edgility is a "finished" product so hard to know where competition is on this one.

[resistance1] 09/2/2024 08:42

More funding news yesterday from Zededa who I spoke of recently being, probably, the most direct competitor to Telco’s Edgility.
Edge management and orchestration provider Zededa has raised $72 million in growth capital. The Series C round was led by Smith Point Capital, founded by former Salesforce co-CEO Keith Block.
With the latest funding, Zededa says they are set to expand sales, marketing and research to meet the growing demand for edge computing. Note they are now channelling these large funds to sales and marketing. I’m seeing quite a few job ads on LinkedIn for US sales roles for both Tier 1 and Tiers 2-3 specialists for Edgility too. Cant help thinking though with all this money pumped into the competition Telco may need a strategic financial partner.

[fse] 07/2/2024 15:49

Telco systems and Edgility are exhibiting in Fla with another Israeli based company Teridion which is a pretty cutting edge new age company.



Audio codes another Israeli company BATM do business with and whose share price was hit just as hard as BATM has been showing signs of recovery.

[fse] 01/2/2024 17:06

Results will tell a lot. If the company can improve modestly on last years figures then its very positive news as BATM two jewels in the crown Edgility and ADOR are not generating any income or in Edgility case its just starting.
The company has no debt and has financed these projects in house so there has been virtually no dilution to shareholders.

Point being that any revenue from Edgility and ADOR on top of an existing solid bottom line is going to have an exaggerated effect.
Also when valuing BATM investors should realize that whilst BATM is moderately profitable if you added the expenditure of R&D to the bottom line the earnings are pretty substantial.

[wizzkid211] 01/2/2024 16:56

TASE. A buy of a million shares at the close

[resistance1] 01/2/2024 15:55

1.1 million share traded late today on Tase - up 6.43% at close