Power-One, Inc. (NASDAQ:PWER)
CAPS Rating:
The Company is a designer and manufacturer of power conversion and power management products, which are sold into the communications infrastructure and technology markets.
The Company is a designer and manufacturer of power conversion and power management products, which are sold into the communications infrastructure and technology markets.
Recs
Summery of earning call transcript of 2012Q2, we learn that the company has properly managed its competition, as it was able to increase their market share from 11% to 14% over a year ; they profit from the euro getting weaker ; for Q3 they expect more revenues than the analysts foresee ; They are going to offset demand decrease by lowering their operating costs ; They have a 7 Gwatts install base (enough to power a small country!).As renewable energy gets more economically viable every year, this company with its global operations seems to be on the right track to dominate the market share.