2Q21: Results In Line; Outlook Remains Positive 2Q21 earnings (+7% yoy, +15% qoq) are in line, with 1H21 accounting for 41% of our 2021 estimates. The qoq improvement is due to VMS' improved ability to overcome challenges from COVID-19 restrictions and component shortages. VMS continues to see a strong order pipeline. We expect a sequential […]

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