Intelligent Systems (INS) is the company that catapulted higher on the basis of delivering the processing engine for the Goldman Sachs (GS)/Apple (AAPL) Card, which is of course a very notable win for such a small company.
We still think the full impact of that coup hasn't been reached, as:
- Revenue from the card itself is in the early innings.
- The aura effect should be very substantial.
The company had another stellar quarter with big beats in both revenue and earnings. Although these individual quarters are a little difficult to predict (especially the