Light at the End of the Tunnel? Although COVID's grip remains, it is loosening, suggesting 2H21 could be stronger than 1H21. While MEA already is exhibiting strong performance, the key North America business is seeing light at the end of the tunnel. In the key back-to-school market, some 60% of schools are back to in-person learning with another 30% under a hybrid model. And, as students go back to in-person learning, that should open back up the commercial office market.PowerA=Powerhouse! PowerA 1Q21 revenue was up 105.6% y-o-y to $62.7 million, driven by strong market growth, product availability, and geographic expansion. Management is projecting another 17%-41% jump in segment revenue in 2Q21 and increased its estimate for full year revenue growth to 25% from a prior 15%. One potential hiccup could be a lack of product availability in 2H21, suggesting revenue growth could be even stronger if product is available. Read More >>