Tailwinds' Take: the Company is guiding towards a run rate of $144M in adjusted EBITDA by this time next year. With an 8X multiple, $650M in debt and ~78M shares outstanding, Fusion could be at $6.40 per share by...
Tailwinds' Take: solid guidance, although not sure what "intermediate term" refers to. Guessing they're talking after synergies are achieved. Bottom line, very cheap stock.  NEW YORK, May 15, 2018 -- Fusion (NASDAQ:FSNN), a leading cloud services provider, today announced financial results for...
Tailwinds' Take: great news for FSNN investors. Birch adds scale to the platform and makes them a major player in this space. Uplisting to Nasdaq and relationships with Goldman and Morgan Stanley are added benefits. Stock should respond well...
When last we wrote about Fusion, the stock was at $3.75 and we were selling out of the position. It had been a great winner, and, at $3.75, it was not exactly expensive. However, they were looking to raise...
Tailwinds' Take: this was an excellent quarter that showed strong organic growth as well as low customer churn and high ARPUs. Fusion scored several big contracts and they are clicking on all cylinders. However, the big deal is closing...
For the longest time, shares of Fusion traded based on potential. There was the potential of growth through acquisition, the potential of organic growth, and the potential of synergies kicking in and driving EBITDA. Meanwhile, it always seemed like...
Tailwinds' Take: This is one of the largest contracts we have seen Fusion win and demonstrates the value of their complete product solution offering. We believe Fusion closing its acquisition in the next couple months will be the catalyst...
NEW YORK, NY--(October 26, 2017) - Fusion (NASDAQ: FSNN), a leading provider of cloud services, has been selected to provide a complete turnkey contact center solution to support the emergency hurricane relief efforts of an insurance claims adjustment company based in the...
Fusion's recent merger announcement has sparked the shares to trading levels not seen in years and trading volumes never seen before. The deal is transformational to the Company as it creates an entity with a broad offering of higher...
Tailwinds' Take: a transformative acquisition for Fusion, this takes the Company to a whole new level. On a P/EBITDA level, the combined entity should trade much higher and we will be keeping, or even adding to, our position. NEW YORK,...