Sunday, July 10, 2011

Sandvine CEO: "there could be some business in the large U.S. carrier wireless side in 2011"

Some interesting quotes from Sandvine's Q2 earning call (see previous post - "Sandvine Grows On Wireless Market Revenues" - here):

Dave Caputo (picture) - Co-Founder, President and CEO:

"with regards to the North American wireless story for the quarter, we won significant follow-on business with a couple of existing wireless customers. The one in particular in North America you'll see in our MD&A [see table below] Cricket Communications [see "Leap Wireless/Cricket New Service Plans"- here] was a 10% plus customer in the quarter. It absolutely was Service Creation along the lines of usage management, quota management that drove that piece of business"

Source: Sandvine MD&A

" the other big wireless business, which was not North American based was in Europe, was also Service Creation revenue generating for the service provider .. That was an existing customer"

"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.

No comments:

Post a Comment