iRobot

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We introduced our 10-year outlook for robotic adoption across the industrial, commercial, military, and domestic markets in June 2017. Over the last two years, the level of adoption has exceeded our initial expectations across all verticals. We believe the aggregate…

The Loup Frontier Tech Index tracks the performance of publicly-traded companies that influence the future of technology including AI, robotics, autonomous vehicles, computer perception, and virtual and augmented reality. We will be publishing periodic pieces to highlight specific companies in…

This piece marks the first in a quarterly series to track the progress of frontier tech, as measured by the Loup Frontier Tech Index. The index tracks the performance of publicly-traded companies that influence the future of technology including AI,…

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We’re positive on iRobot long-term and believe it is one of the most investable robotics companies today. Even though IRBT is at an all-time high, shares experienced pullbacks of 14% in 2017 and 30% in 2018, with sell-offs triggered around…

iRobot reported a phenomenal Jun-18 quarter with results exceeding Street expectations across the board. The stock is currently up 15% on the results. These results further demonstrate iRobot’s dominance in the home robotics space. Following another quarter of higher than…

Bloomberg reported on April 23rd that Amazon was working on a home robot, but specific use cases of the robot were unclear. Based on what we know about Amazon’s commerce strategy, filed patents, product speculation, and competitive landscape we believe…

iRobot, the leader in home robotics, reported impressive Mar-18  results, reiterated full-year revenue guidance, and modestly increased full-year EPS expectations. Heading into the quarter, we were optimistic demand was tracking ahead of expectations due to strong pricing trends throughout the…

iRobot is the leading manufacturer of robotic vacuums and wet floor products in the world. Based on a modest quarter/quarter improvement in pricing trends, we believe the company experienced another strong quarter of demand for Roomba and Braava products and…

Following iRobot’s Analyst Day, 3 themes stood out that confirm iRobot will remain one of the leading consumer robotic companies in the world for years to come. They include extremely low household penetration rates domestically and internationally, iRobot’s multi-million unit install…

Heading into the Q4 print we were confident iRobot would report better-than-expected revenues and guide 2018 sales above street expectations (see note here), which they did, but we incorrectly judged the magnitude lower EPS could have on the stock. Shares…