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Edgewater Wireless Systems Inc V.YFI

Alternate Symbol(s):  KPIFF

Edgewater Wireless Systems Inc. is engaged in Spectrum Slicing technology for residential and commercial markets. The Company develops advanced wireless fidelity (Wi-Fi) silicon solutions, access points, and intellectual property (IP) licensing designed to meet the service needs of service providers and their customers. Its physical layer Spectrum Slicing allows a frequency band to be divided, or sliced, to enable more radios to operate in a given area. Its silicon solutions are products delivering multiple, concurrent channels of Tx and Rx from a single, Wi-Fi standard compliant radio. Its Spectrum Slicing powered products are designed to address the needs of carrier-class, high-density Wi-Fi for both residential and commercial deployments. Its products are designed with its comprehensive, user- friendly and intuitive Element Management System-EdgeNet, that offers service providers with flexibility in configuring and independently monitoring each 802.11 channel in the network.


TSXV:YFI - Post by User

Post by grm9727on May 29, 2017 7:59pm
138 Views
Post# 26298116

re: CIBC report

re: CIBC reportJust a reminder of what CIBC had in their report, while we wait for news, hopefully soon.

INSTITUTIONAL EQUITY RESEARCH

CIBC World Markets Inc.

1 (416) 594-7000

Edgewater Wireless

High Density Wi-Fi

Industry

COMPANY UPDATE

May 12, 2017

Wireless Communications Equipment

City:

OTTAWA

Employees:

<20

According to Global Web Index, the typical digital consumer now owns 3.64 connected devices from phones and tablets to streaming sticks, wearables and gaming consoles. The growth of connected devices is also driving demand for data, and the technology of choice for most consumers is Wi-Fi. Along with this growth, Wi-Fi traffic from mobile devices and Wi-Fi-only devices will account for 49% of total data traffic by 2020, a 42% increase from 2015 (Cisco). Globally, the WiFi market is projected to reach $33.6 billion by 2020 with 20 billion WiFi chipsets forecasted to ship between 2016-2021. Current WiFi chipsets from the likes of Qualcomm, Broadcom and Quantanna are based on a single channel radio architecture.

Company

With over $60 million invested in the company‘s core technology, WiFi3TM, Edgewater Wireless was spun-off in 2012 by Edgewater Computer Systems. The company is structured into three business
units: 1) High-Density WiFi solutions which are powered by WiFi3 and marketed under the newly launched aera, io brand 2) OEM & Licensing of WiFi3 Technology and 3) Intellectual Property / Patent
Monetization. In 2015, the company completed a patent deal with Apple and in 2016 was brought into a CableLabs backed accelerator where the technology and market opportunity were further validated.

Products

Backed by 20+ patents, Edgewater‘s WiFi3 TM technology is revolutionizing the WiFi industry by solving the three main issues that impact legacy WiFi performance interference, capacity and
density. In high-density or high-interference applications, legacy WiFi, based on a single-channel radio architecture, performs like a single lane
road in heavy traffic. Edgewater‘s innovative and patented multi-lane approach, WiFi3 TM , has been designed to allow network vendors and operators to deal with the exponential increase in connected devices and data demand in venues, public areas, large enterprises and the home. WiFI3 TM delivers 20-40x greater performance vs. traditional Wi-Fi in high density applications and lowers network infrastructure costs by 3050%.

Plan Moving Forward

Edgewater Wireless plans to continue the adoption of WiFi3TM. The company is also soon to launch in conjunction with a Top 5, Fortune 500 Retailer what is believed to be the world‘s largest Wi-Fi + IOT deployment in the world. It also plans on commercializing engagements with six MSOs and expanding its distributor and reseller network in key strategic markets.

All figures in US dollars, unless otherwise stated.

Key Ratios and Statistics

2016 Sales Growth:

52-week Range
Avg. Daily Trading Vol. Dividend/Div Yield

Revenue

EPS

Source: Company reports

Company Description

48%

C$0.18 - $0.63 199K $0/0%  
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