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iRobot Corp.

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  1. IRobot's Full-Year Profit Likely Lower Than Expected, but Marketing Investments Support Narrow Moat

    Commentary

    Wed, 22 Apr 2015

    value estimate for iRobot following first ..... long-term health of iRobot 's brand intangible ..... negative product shift as iRobot 's Braava product ..... s first-quarter Roomba 800 launch. Similarly ..... the country, where iRobot has faced headwinds

  2. IRobot Expects Slowing Earnings Growth in 2015, but Moat Intact and Shares Now Undervalued

    Commentary

    Thu, 5 Feb 2015

    estimate about a dollar for narrow-moat iRobot following fourth-quarter results, stemming ..... and Security segment, and we believe iRobot remains on target to drive further operating ..... robotic vacuum penetration increased and iRobot naturally ceded some share to competitors

  3. Breakthrough Ideas

    Headlines

    Thu, 4 Dec 2014

    As of July 31, the fund held 0.067% of assets in iRobot Corp . Anna Davydova manages Fidelity Select Environment and ..... As of July 31, the fund held 0.067% of assets in iRobot Corp . Anna Davydova manages Fidelity Select Environment and

  4. IRobot Enjoys Solid Top-line Growth and Execution in 3Q; Raising Our Fair Value Estimate Slightly

    Commentary

    Wed, 22 Oct 2014

    Narrow-moat iRobot ’s third-quarter results ..... security business. IRobot maintained its full ..... forecast the core Roomba product’s revenue to ..... toward growing the Scooba wet floor care robot ..... gross margins than Roomba .

  5. Dyson's Entrance Into the Robotic Vacuum Market Doesn't Change Our Outlook for iRobot

    Commentary

    Thu, 4 Sep 2014

    robotic cleaner meant to compete with iRobot 's Roomba . Given the features announced for ..... considerably higher than the newest Roomba 's $700. That said, Dyson has ..... estimate and narrow economic moat for iRobot . First, management has often noted

  6. IRobot Sees Continued Solid Revenue Growth and Expanded Margins in 2Q

    Commentary

    Wed, 23 Jul 2014

    Narrow-moat iRobot again reported double-digit home-robot revenue growth in its second ..... nearly 20% year over year). With the success of the newly launched Roomba 880 (now being rolled out to stores rather than being available only online

  7. What Makes a Moat?

    Headlines

    Mon, 21 Jul 2014

    portfolio worth mentioning belongs to iRobot IRBT, maker of Roomba (the robotic vacuum cleaner ..... their own high-end products, iRobot has not faced meaningful competition ..... preventing them from denting iRobot 's competitive position. Having

  8. IRobot's Analyst Day Provides Confidence in Our Narrow Moat Rating; Keeping Our Fair Value Estimate

    Commentary

    Thu, 8 May 2014

    narrow moat rating for iRobot following the company ..... overall end market, iRobot 's solid patent portfolio ..... capital allocation. IRobot also reiterated its ..... robotic vacuums, iRobot losing share to nascent ..... limited ability to drive Roomba price increases

  9. IRobot Enjoys Continued Growth and Higher Prices in 1Q; Maintaining Our Fair Value Estimate

    Commentary

    Wed, 23 Apr 2014

    our $27 fair value estimate for iRobot following first-quarter results ..... year ago), as the higher-priced Roomba 880 and Scooba 450 products continue to roll out ..... areas that should continue to garner iRobot profitable growth. HRD gross margins

  10. IRobot's 4Q in Line With Expectations; Maintaining Our $27 Fair Value Estimate

    Commentary

    Thu, 6 Feb 2014

    value estimate after narrow-moat iRobot ’s fourth-quarter results. The ..... has proven effective. Importantly, iRobot ’s total selling and marketing expenses ..... high-teens growth. Conversely, iRobot ’s defense and security business

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