DZS Inc.

OTCPK:DZSI Voorraadrapport

Marktkapitalisatie: US$2.2m

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DZS Beheer

Beheer criteriumcontroles 4/4

De CEO DZS is Charlie Vogt, benoemd in Aug2020, heeft een ambtstermijn van 4.58 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 636.23K, bestaande uit 94.3% salaris en 5.7% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 1.08% van de aandelen van het bedrijf, ter waarde $ 23.94K. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 2.2 jaar en 4.2 jaar.

Belangrijke informatie

Charlie Vogt

Algemeen directeur

US$636.2k

Totale compensatie

Percentage CEO-salaris94.31%
Dienstverband CEO4.6yrs
Eigendom CEO1.1%
Management gemiddelde ambtstermijn2.2yrs
Gemiddelde ambtstermijn bestuur4.2yrs

Recente managementupdates

Recent updates

Analyseartikel • Mar 20

Is DZS (NASDAQ:DZSI) Using Debt In A Risky Way?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyseartikel • Nov 01

DZS (NASDAQ:DZSI) Is Carrying A Fair Bit Of Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha • Sep 05

DZS: Stock With High Growth And Low Valuation

Summary DZS is a small, underfollowed stock with strong growth potential. The company can widen margins as it grows its software and services business. The reasonable valuation and high expected growth can drive the stock to outperform. This article on DZS Inc. (DZSI) has some similarities as my last one on Broadcom (AVGO). Similar to Broadcom, DZS Inc. is involved in the broadband business, has an attractive valuation, strong growth, and the potential for widening margins. One of the main differences is that Broadcom is a large, well-known company, while DZSI is a small, underfollowed company. I expect DZSI to outperform the S&P 500 over the next several years due to the likelihood of the company achieving above-average growth from a reasonable valuation. DZSI has positive growth catalysts that are likely to provide a boost for the stock over multiple years. Company Background DZSI provides Broadband network access solutions and communications platforms in North & South America, Europe, the Middle East, Asia, and Africa. The company's Velocity product offers Broadband connectivity solutions, high-definition video, high-speed internet access, switching & routing products, and business class services. The XCelerate product increases the velocity so that service providers can leap to multi-gigabit services. DZS Helix offers connected home and business solutions. DZS Chrome enables mobile operators to upgrade to 5G wireless technology. DZSI also offers cloud software solutions that support RAN and 4G/5G networks through DZS Cloud. Positive Growth Catalysts DZSI is seeing strong demand for its solutions even in the face of economic uncertainty. This demonstrates that the company's business has some resilience during economic downturns. DZSI's service provider customers are focused on upgrading their fixed and mobile networks to increase customer retention and revenue while lowering operating costs. DZSI's solutions help service providers accomplish those goals. The current and future broadband environment acts as a tailwind for DZSI and its customers. Reliable connections are important for businesses and workers to operate efficiently and for consumers to enjoy entertainment when they are not working. The work-from-home trend shows the need for reliable broadband connections. The global broadband services market is expected to grow at about 9.1% annually to be worth about $707 billion by 2028. The expected growth is being driven by the demand for advancing technology providing improved user convenience/consumer awareness, proactive government initiatives, and the increased use of various devices (smartphones, tablets, notebooks, and other connected devices). Other drivers of broadband growth include: increased video calls for conferences and personal use, more online classes in education, increased online shopping, and increased consumption of online entertainment. DZSI is expected to grow revenue by about 14% to 15% and earnings by 70% in 2023 according to consensus estimates. The company is expected to average 20% annual earnings growth over the next 3 to 5 years. As a comparison, companies comprising the S&P 500 (SPY) are expected to grow earnings at an average of about 12% annually over the same period. DZSI's above-average growth has the likely potential to drive the stock to possibly outperform the broader market as measured by the S&P 500. Potential for Increased Profit Margins Currently, DZSI's gross margin of 33% lags the sector median GM of 50%. However, DZSI can increase its GM by growing its software and service business. One bright spot for this portion of the business is that the total addressable market for cloud software is expected to grow at a CAGR of 41% over the next 2 years. Over the past two years, DZSI built a cloud software portfolio that complements the company's other solutions. DZSI acquired RIFT a disruptive cloud platform in 2021. In Q2 of 2022, the company acquired ASSIA's Service Assurance and WiFi management software portfolio. Software tends to have wider margins than hardware. As a result, DZSI can help drive higher margins by increasing recurring software revenue over time. The company stated in its latest SEC filing that this is one of their initiatives. The company expects to achieve a gross margin of 33% to 35% in Q3 2022 with the full year GM expected to be 32.5% to 34.5%. DZSI is increasing transparency by reporting 2 business segments starting with Q3 2022. The Software and Services segment currently comprises 9% of total revenue. Reporting this segment will allow investors to see the growth of the software/services portion of the business which can help increase profitability over the long term. The other reportable segment will be Access Networking which is DZSI's broadband connectivity and mobile transport offerings. Valuation Since DZSI is a high-growth company, I like to use the PEG ratio to analyze the valuation since it takes the 3- to 5-year earnings growth rate into consideration. DZSI is trading with a PEG of 1.88. This is right in the reasonably valued range of between 1 and 2 for the high-growth companies that I have covered. Companies trading in this range with high earnings growth tend to outperform the S&P 500. DZSI is trading slightly above the Communication Equipment industry's PEG ratio of 1.74. However, DZSI is still trading at a fair valuation with its PEG ratio under 2. StockCharts.com The weekly stock chart above shows the price dropping to the 200-day moving average. The 200-day has provided support for the stock on the weekly chart on numerous occasions. So, it is possible that it bounces higher from here again. The money flow ((CMF)) has been increasing since November 2021. This indicates that investors were accumulating the stock during this time after the sharp sell-off last year.
Seeking Alpha • Aug 01

DZS Q2 Non-GAAP EPS, revenue misses, FY22, Q3 revenue guidance provided

DZS press release (NASDAQ:DZSI): Q2 Non-GAAP EPS of -$0.02 misses by $0.09 (vs. -$0.03 in prior-year quarter). Revenue of $91M (+10.0% Y/Y) misses by $3.85M. For Q3, revenue is expected to be between $100M and $110M, while FY22 revenue is expected to be between $380M and $410M. Shares -0.61%.
Seeking Alpha • Jul 06

DZS forms strategic distribution collaboration with ACA Pacific Technology

DZS (NASDAQ:DZSI) said on Wednesday that it has entered a strategic distribution partnership with ACA Pacific Technology. The integration will further strengthen the rapidly growing DZS presence in Asia and brings the DZS next-generation Access Edge, Home Edge and Mobile & Optical Edge systems and its expansive DZS Cloud platform to service provider and enterprise customers across Malaysia, Singapore and Indonesia. Per the terms, ACA Pacific will distribute to its customers in Malaysia, Singapore and Indonesia solutions from the DZS Velocity Access Edge portfolio, DZS Helix Home Edge portfolio and powerful in-home WiFi solutions.

Analyse CEO-vergoeding

Hoe is Charlie Vogt's beloning veranderd ten opzichte van DZS's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Sep 30 2024n/an/a

-US$79m

Jun 30 2024n/an/a

-US$83m

Mar 31 2024n/an/a

-US$129m

Dec 31 2023US$636kUS$600k

-US$135m

Sep 30 2023n/an/a

-US$82m

Jun 30 2023n/an/a

-US$64m

Mar 31 2023n/an/a

-US$54m

Dec 31 2022US$5mUS$600k

-US$41m

Sep 30 2022n/an/a

-US$33m

Jun 30 2022n/an/a

-US$28m

Mar 31 2022n/an/a

-US$19m

Dec 31 2021US$5mUS$550k

-US$35m

Sep 30 2021n/an/a

-US$46m

Jun 30 2021n/an/a

-US$41m

Mar 31 2021n/an/a

-US$38m

Dec 31 2020US$4mUS$203k

-US$23m

Compensatie versus markt: De totale vergoeding ($USD 636.23K ) Charlie } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 647.55K ).

Compensatie versus inkomsten: De vergoeding van Charlie is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.

CEO

Charlie Vogt (58 yo)

4.6yrs
Tenure
US$636,227
Compensatie

Mr. Charles Daniel Vogt, also known as Charlie, serves as Director at Alliance for Telecommunications Industry Solutions, Inc. since July 2021. He serves as President, Chief Executive Officer & Director at...

Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Charles Vogt
President4.6yrsUS$636.23k1.08%
$ 23.9k
Justin Ferguson
Chief Legal Officer & Corporate Secretary4.5yrsUS$358.42k0.27%
$ 5.9k
Deok Won
Chief Operating Officer of Asiano dataUS$470.23kgeen gegevens
Brian Chesnut
Interim CFO & Chief Accounting Officerless than a yeargeen gegevensgeen gegevens
Raghu Marthi
Chief Operations Officer1.2yrsgeen gegevens0.14%
$ 3.2k
Geoff Burke
Senior Vice President of Marketing & Investor Relationsno datageen gegevensgeen gegevens
Gunter Reiss
Chief Marketing Officerless than a yeargeen gegevens0.055%
$ 1.2k
Laura Larsen-Misunas
Chief People Officerno datageen gegevensgeen gegevens
Seung-Dong Lee
Chief Architect & Office of CTO4.6yrsUS$637.19kgeen gegevens
Keith Nauman
Senior Vice President of Access Edge Solutionsno datageen gegevensgeen gegevens
Miguel Alonso
Chief Product Officer3.2yrsUS$1.07m0.19%
$ 4.2k
Scott St. John
Chief Customer Officerless than a yeargeen gegevensgeen gegevens
2.2yrs
Gemiddelde duur
55yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van DZSI wordt beschouwd als ervaren (gemiddelde ambtstermijn 2.2 jaar).

Bestuursleden

NaamPositieTenureCompensatieEigendom
Charles Vogt
President4.6yrsUS$636.23k1.08%
$ 23.9k
Matthew Bross
Independent Director4.2yrsUS$160.00k0.33%
$ 7.2k
Joon Kyung Kim
Independent Director5.2yrsUS$172.50k0.32%
$ 7.1k
Barbara Carbone
Independent Director4.2yrsUS$165.00k0.30%
$ 6.7k
Woong Choi
Director1.1yrsgeen gegevensgeen gegevens
Todd Jackson
Director1.1yrsgeen gegevens0.26%
$ 5.7k
4.2yrs
Gemiddelde duur
63.5yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van DZSI wordt beschouwd als ervaren (gemiddelde ambtstermijn 4.2 jaar).

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2025/03/17 21:27
Aandelenkoers aan het einde van de dag2025/03/14 00:00
Inkomsten2024/09/30
Jaarlijkse inkomsten2023/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

DZS Inc. wordt gevolgd door 6 analisten. 0 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Ku KangB. Riley Securities, Inc.
Christian SchwabCraig-Hallum Capital Group LLC
Ryan KoontzNeedham & Company