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I.D. Systems, Inc. (IDSY)

- NASDAQ
  • dbt01 | Send Message 22 Dec 2014

    Big $F Ford win for $IDSY. First SE Asia VMS win. $1M+. Ford is the largest VMS customer with 6K deployed units.
    Reply (2)
    • dbt01 | Send Message 22 Dec 2014
    • dbt01 | Send Message 22 Dec 2014
      : potential for 4K SE Asian units based on projected SE Asian car production. $10M revenue potential in SE Asia
      • Mark Lin | Send Message 15 Dec 2014

        I.D. Systems: 70% Potential Upside Implied By Both Peer Value And Comparable Transaction Multiples $IDSY http://seekingalpha.com/a/1n1nh
        Reply (1)
        • dbt01 | Send Message 15 Dec 2014
          : good article
          • dbt01 | Send Message 11 Dec 2014

            $IDSY signs 2300 unit TAMs deal. $1M+ upfront and $55K/qtr in recurring revenue. Largest new TAMs deal since company bought TAMs
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              • dbt01 | Send Message 3 Dec 2014

                $AAL contracts for 3rd hub with $IDSY. $500K deal. Two airlines now active with AvRamp product. Lower fuel prices helping IDSY
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                  • dbt01 | Send Message 20 Nov 2014

                    $900K 12 month TAM deal with $KNX for $IDSY. Last 2 deals are half the fleet renewing at higher prices. Looks like TAMs will grow over 10%
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                      • dbt01 | Send Message 18 Nov 2014

                        $14M 36 month TAM deal with $WMT for $IDSY. Looks like double digit increase compared to last deal of $7M-$10M over 24.5 months
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                          • dbt01 | Send Message 3 Nov 2014

                            $IDSY updates Partners page. The top 4 Lift truck OEMS are listed as partners. Huge ramifications for VMS business.
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                              • dbt01 | Send Message 3 Nov 2014

                                $7M airline win for $IDSY. Potential for much more
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                                  • dbt01 | Send Message 23 Oct 2014

                                    new investor presentation on $IDSY home page. Compares M2M companies valuations $CAMP, $FLTX, $NMRX, $MIXT, $ORBC. IDSY way undervalued
                                    Reply
                                      • dbt01 | Send Message 19 Oct 2014

                                        $HD rolling out $IDSY VMS system with help of $TM for safety reasons. 15K vehicles in the fleet. Transformational contract award
                                        Reply
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                                          Company Description
                                          I D Systems Inc, together with its subsidiaries, develops, markets and sells wireless machine-to-machine solutions for managing and securing high-value enterprise assets.