Some interesting quotes from Sandvine's Q2 earning call (see previous post - "Sandvine Grows On Wireless Market Revenues" - here):
|Source: Sandvine MD&A|
"We believe that there could be some business in the large U.S. carrier wireless side in 2011. There’s lots of major opportunities both with the mobile and DSL providers, the large guys."
" I think it's rewarded us well to have a number of global distribution agreements with the likes Huawei, Alcatel-Lucent, Motorola and Nokia Siemens Networks .. they are largely fulfillment channels, and as witnessed with what happened in Q1 and Q2, where Telefonica [here] decided to change which partner they were buying that from, the constant in that was Sandvine"
"Asia Pac, we expect to – outside of Japan, to be a growing contributor .. and I would say there is quite a strong funnel of opportunity in that region, and we fully expect it to be a meaningful contributor to our business over this year and next and into the future, of course"
" our bookings were greater than revenues"
See it all - "Sandvine Corporation Q2 2011 Earnings Call Transcript" - here.