Telit Communications Share Discussion Threads

[timmy11] 29/6/2017 15:19

Mail a friend Annual reports
Thursday 29 June, 2017
Telit Communications
Telit and OT-Morpho partnership
RNS Number : 6191J
Telit Communications PLC
29 June 2017

RNS REACH



Telit Communications PLC



Telit and OT-Morpho partner for opportunities in new era of substantial device provisioning on a global scale for the Internet of Things



London, 29 June 2017 - Telit Communications PLC ("Telit", "the Group", AIM: TCM), a global enabler of the Internet of Things (IoT), together with OT-Morpho, a world leader in digital security & identification technologies announced today that the companies are partnering together to solve the challenges facing the mass adoption of IoT via today's traditional deployment methodology.



The two companies are partnering to bring to the market a next generation approach that will allow the digital distribution of mobile subscriptions on demand to IoT connectivity.



The joint solution will enable global interoperability, reduced total cost of ownership for end-customers and improved time-to-market for enterprises and device makers looking to rollout large scale IoT projects.



Telit and OT-Morpho will leverage their combined technical expertise as well as their worldwide customer and carrier eco-systems to jumpstart the IoT narrowband cellular economy. The focus will be on streamlining the provisioning and subscription management process for next generation Cat-M and NB-IoT connectivity.



Oozi Cats, Telit Chief Executive, commented:



"We are excited to partner with OT-Morpho and collaborate on innovative ways to serve the needs of the IoT market.



"We believe our new approach will also offer significant advantages to MNO partners including, but not limited to, new market opportunities for services, minimal impact on existing business processes, cost savings on SIMs and logistics while maintaining the highest level of security and are working with some early adopters to fully leverage these.



"Following the recently announced Telit simWISE offering, this new solution will further target the coming wave of NB-IoT and Low Cat devices enabling a global IoT centric subscription management service, reduce total cost of ownership for end-customers and improve time-to-market for IoT developers."

[timmy11] 28/6/2017 21:05

whatever happened to sphere?

or is he jaknife

[bazildonbond] 28/6/2017 09:52

Ha ha ha Tom, "I'm not Tom, if you search hard enough you will find a video of me debating with him, which should be evidence enough." your so funny at times, why should i search?
Quote" but that doesn't change the fact that Telit has been a share promotion for a good while now and that the promoters are now getting out." Again i ask you to show some evidence to back up your claims, or FACTs as you have written, how do you know this Tom, insider information or you dreamt it?

[owenski] 28/6/2017 09:37

Good find timmy11

Quite a comprehensive spec. on that BLE board.

It fits in with TCM's business model to make this stuff comprehensive in functionality and cheap to buy - this is what ultimately drives uptake.

"The beauty of the +S42M is it's simplicity: single-chip SoC, feature packed, sensibly priced, exceptional power savings, and extensive interoperability."

Note too that it's configured to accept updates which would imply repeat revenue features.

Addressing more than one vertical in a sector expected to experience ongoing double digit CAGR growth.

[bazildonbond] 28/6/2017 09:19

Quote from JakNife (aka Tom) "It's simple enough, it shows the calculations that you need to make to adjust Telit's accounts from "cooked books" back to normal accounts."
If "it's simple enough" Tom just copy and paste, thats simple enough too. Let me get this right Tom, you have evidence that Telit (TCM) are, in your words Tom ("cooked books"),cooking the books. Thats a pretty serious acusation to make on a public forum Tom, but there again you've never shy'd away from controversy to make yourself a buck.
Jim would vouch for that.

[timmy11] 28/6/2017 08:00

Telit Introduces Industry's First Bluetooth Low Energy Module with integrated MEMS Motion and Environmental Sensors

27/06/2017 8:16pm
PR Newswire (US)

Telit (LSE:TCM)
Intraday Stock Chart
Today : Wednesday 28 June 2017

Click Here for more Telit Charts.
LONDON, June 27, 2017 /PRNewswire/ -- Telit, a global enabler of the Internet of Things (IoT), today announced BlueMod+S42M, a Bluetooth Low Energy (BLE) 4.2, standalone, single-mode module with embedded 3-axis accelerometer, temperature and humidity sensors. The cost-effective component is optimized for efficiency and simplicity in end-device design and manufacturing, delivering reliable Bluetooth Low Energy functionality with robust endpoint security, motion and environmental sensors and essential features that reduce development costs, bill of materials, and time to market.

(PRNewsfoto/Telit IOT Platforms)

Ideal for large scale projects, the BlueMod+S42M seamlessly expedites device design across a wide range of industrial and consumer applications areas. The embedded sensors are necessary for high-value, fragile asset tracking, and time- or temperature-sensitive applications such as cold chain monitoring in the pharmaceutical and agriculture industries.

The release of the certified BlueMod+S42M complements the exisiting Telit portfolio of Bluetooth and Bluetooth Low Energy modules and directly addresses the demand in the rapidly growing BLE-dependent market. A report released by IndustryARC Analysis, forecasts Bluetooth Low Energy enabled devices shipments to increase to 8.4 billion units by 2020 at a CAGR of 29%.

"Cost, power, and reliability are critical to the success of IoT applications that demand efficient Bluetooth Low Energy solutions," explained Ronen Ben-Hamou, Telit EVP of Products and Solutions. "Our new qualified Bluetooth module caters to designers of all levels with tight development, materials and manufacturing cost constraints and even tighther timelines. The beauty of the +S42M is it's simplicity: single-chip SoC, feature packed, sensibly priced, exceptional power savings, and extensive interoperability."

Full applications can be embedded in the BlueMod+S42M, which is a self-contained System-on-Chip (SoC) requiring no additional external supporting components. It is equipped with an on-board micro controller, integrated chip antenna, passive components, T°/Humidity sensor, and an accelerometer. Leveraging a rich subset of features from Telit's diverse family of BlueMod+Sx modules, including a GATT interface and Terminal I/O profile combination, the new BlueMod+S42M greatly simplifies and accelerates the development of applications.

In addition to efficient performance and low power consumption, BlueMod+S42M includes value-added features that further streamline development:

Bluetooth v4.2 Qualified Module
RED, SRCC Certified
Generic GATT Client and Server
LE Secure Connections
Configurable DIS (Device Information Service)
LE Data Length Extension
Terminal I/O for Easy Transparent Data Transfer (BLE- SPP like)
Embedded Sensors
Over-the-Air Updates
Sample Code for iOS and Android
WeChat Air Sync Protocol
Designers using the BlueMod+S42M have access to comprehensive development and integration tools including evaluation and development kits.

For more information about the BlueMod family of wireless modules visit hxxp://www.telit.com/sr-rf/ and visit us at the Sensors Expo in San Jose, CA, June 27-29, booth: 1244.

About Telit
Telit (AIM: TCM), is a global leader in Internet of Things (IoT) enablement. The company offers the industry's broadest portfolio of integrated products and services for end-to-end IoT deployments – including cellular communication modules in all technologies, GNSS, Wi-Fi, short-to-long range wireless modules, IoT connectivity plans and IoT platform services. Through the IoT Portal, Telit makes IoT onboarding easy, reduces risk, time to market, complexity and costs for asset tracking, remote monitoring and control, telematics, industrial automation and others, across many industries and vertical markets worldwide.

Copyright © 2017 Telit Communications PLC. All rights reserved. Telit and all associated logos are trademarks of Telit Communications PLC in the United States and other countries. Other names used herein may be trademarks of their respective owners.

Telit Media Contact:
Leslie Hart
919-415-1510
[e-mail]



To view the original version on PR Newswire, visit:hxxp://www.prnewswire.com/news-releases/telit-introduces-industrys-first-bluetooth-low-energy-module-with-integrated-mems-motion-and-environmental-sensors-300480660.ht

[bazildonbond] 28/6/2017 06:35

Something YOU wrote earlier Evil Banksta??????? Actually the link doesn't work unless i join YOUR Shareprofits, something i absolutely WON'T be doing. If you wrote it or even believe it, good luck in your Quest for fame and fortune.
Just copy and paste the article eh Tom!

[bazildonbond] 27/6/2017 22:35

Give us please how you get to a PE of 95, i'm very interested why you make such statements without backing them up as well.

[owenski] 27/6/2017 14:11

Of course the real background to this is that Italy, like a lot of countries, is essentially continually in the red (bankrupt) and tries to muscle extra cash from anywhere it can - especially companies - by issuing dubious tax claims. A lot of companies roll over and pay up because the state uses strong arm tactics in the first instance, or they try and negotiate a lesser figure but still pay up.

Telit pays a retainer to a legal firm in Italy to deal with precisely these sorts of events, they consider it a cost of doing business in Italy, for which the financial attractions to them outweigh the occasional governmental annoyance.

This isn't the first time this has happened, Telit have a policy of not rolling over and coughing up to underhanded begging bowl tactics, and have successfully defended and won all cases to date.

[eagle eye] 27/6/2017 13:03

The appeal filed by the Italian tax authorities has been rejected by the appeals court. Hopefully this will be the end of the matter.

[owenski] 23/6/2017 09:45

Lombard reducing their short position.

[mathurin1] 20/6/2017 12:02

Owenski - it's a pleasure to see your comment. It's strange but clearly the
usual UK traders are not commenting on the movement of Telit shares. I suspect the
majority of UK punters require a ' true' British board of directors & the ' international' flavour of Ooozie & the Chairman creates a barrier of some sort.
So please continue your input , since you are clearly well informed on this IOT
business.

[owenski] 16/6/2017 10:33

One last point on the latest module release, these really are at the technical cutting edge of what is available, which is why Telit products are often found embedded in tier one OEM manufacturers products. When these products are bought and used by OEMs the relationship is 'very sticky', with Telit products expected to be included in a lot of instances for "tens of years". That's quite impressive, but the information management via Telit's cloud platform services is where the fast growing high margin recurring revenue is found.

[owenski] 16/6/2017 10:20

Looking like a superior product that will put a distance between them and competitors, not that there are any offering the one stop shop IoT commercial end to end offering that TCM is together with a cloud platform.

OC spoke about this product I believe in one of the webcasts from this year, they do seem to consistently achieve the strategy milestones they predict - the sim-less card technology release reported in yesterday's RNS is another example.

In terms of product rollout and market penetration, confidence can be gained that they are moving towards the predicted inflexion point of which they often predict.

The same inflexion point mass product roll out effect can be seen from the history of the development of mobile phones, particularly in about 1995, when handset size, cost and rental packaging had an immediate exponential effect on the target consumer end market.

Telit is utilising exactly the same business model, sim-less product rollout (along with the whole range of end to end IoT product offering is the method used to achieve this, unit costs become low enough to prompt an inflexion point in mass uptake.

Independent sources often quote figures in the region of 50BN devices in the IoT real estate by circa 2020, this is not a fantasy figure when one appreciates unit cost is what drives uptake and sim-less is the method used to achieve this.

But the real underlying strategy is information management, a mobile phone handset is no use without the supportive infrastructure, and handset sales alone weren't the mass money earners on their own, it was sales of a complete package which includes usage. Telit's model is similar, they wont be earning money on device rollout alone, they also own the information network that makes device connectivity work and the information resale packages that go along with that.

I can understand that maybe the 'shorts' are being run because of fixation on balance sheet issues, but it fails to see what Telit are building here, and where this is going. I have a suspicion that a lot of folks get bogged down by trying to understand what LTE Cat technology means and how it works, which is not the relevant issue, they are missing what the business model is about, most investors dont know how mobile phones actually work either, but they can understand the business model.

I View it as similar to mobile phone roll out of the 1990's with an early driver/adopter that is in pole position and is embedding itself already in long term sticky relationships within commercial markets and it at least gives a reasonable simple overview to some extent of the business model, balance sheets for mobile phone companys in those days were also a poor read until mass proliferation occurred.

IMO

[eagle eye] 16/6/2017 07:20

Today's RNS:

Telit receives first purchase order from emerging North America car OEM for its new LTE Cat 6 automotive-grade module

London, 16 June 2017 – Telit Communications PLC (“Telit”, “the Group”, AIM: TCM), a global enabler of the Internet of Things (IoT), has received the first purchase order from an emerging North America car OEM for its LTE Cat 6 automotive-grade module.

Telit's LTE Cat 6 module, which obtained certification from AT&T in May 2017, will provide high-speed internet connectivity and is expected to start shipping to the North American market in the fall of 2017 and to other markets in 2018.

Oozi Cats, Telit Chief Executive, commented:

“For the past two years, we have been developing a new automotive LTE Cat 6 communication module based on an Intel platform for a new set of requirements from an emerging North America car OEM.

“Besides high-speed, the module was designed with specific attention to cybersecurity requirements in order to support reliable and comprehensive use of over-the-air software update technology. This is critically important for the automotive industry since so much of the car is now software defined.”

[mirabeau] 16/6/2017 07:13

Interesting deal. A growth market

[owenski] 14/6/2017 08:45

Quite an important announcement today with future implications.

Mass take up of the IoT device real estate is dependant on device costs, the driver for mass adoption lies in inflexion points being realised because pricing makes for proliferation.

This is at the heart of TCM's strategy, earlier this year OC said they were nearly ready with SIM-less technology and now they are. This will meaningfully reduce 'card' prices, cheaper cards makes for more applications. The paradigm of business efficiencies through smarter control systems becomes ever more affordable.

At some point revenues will accelerate and their connected platform service will come into it's own. The arguments about finances will then be seen in context. IMO

[owenski] 13/6/2017 09:37

Looking like a couple of short positions reducing again this month.

[bones30] 12/6/2017 08:58

Large sector rotation out of Nasdaq into Energy amongst other things Friday evening.