- In acquiring Avast’s family safety mobile business, and entering into a strategic partnership with its former arch-rival, SMSI sacrificed short-term pain for long-term gain.
- SMSI is now the dominant player in the mobile family safety space for carriers, and beginning this summer, the business could skyrocket.
- Gross margins will be expanding towards pre-acquisition norms, all while operating expenses stabilize, leading to a high amount of operating leverage.
- Investors seem to be completely discounting any opportunity with DISH Mobile, which in itself could materially benefit the company.
For further details see:
Smith Micro: Short-Term Pain For Long-Term Gain