Cost Structure And GrowthManagement has spent the last two years resetting the cost structure, and the Enterprise business has flourished, now at $100MM+ annual run rate, likely returning the business to growth.
Potential Economic StimulusPotential economic stimulus from the new U.S. administration casts an incrementally positive outlook.
Product Launch And Commercial StageAnalyst recommends companies that are transitioning into the commercial stage or are early in the launch cycle of their key products.