Tuesday, October 30, 2012

Acme Packet: 9 Wins for Diameter Signaling Controller; 75 Opportunities

Several references were made during Acme Packet's Q3 analysts call (revenues - $65.3M - here) to its Diameter Signaling Controller product, by Andrew D. Ory (pictured) - Co-Founder, Chief Executive Officer, President and Director, including:
  • We expect that VoLTE services, offered by service providers, will ramp in 2014. The first wave of adoption involves LTE data services, where we already have 9 wins with our Diameter signaling controller. This includes 4 wins in the last 30 days alone. What's more, we are actively engaged with over 75 other opportunities.
  • The European service provider market continues to be a bright spot for us. Some of our strongest and most strategic relationships are among the Tier 1 service providers in Europe. We see acceleration of 4G LTE planning and deployment, rolling interest in cloud and over-the-top architectures, as an alternative to traditional methods, broad support for our Diameter signaling controller and the broad increase in RFP and RFQ activity throughout the region. EMEA leads all regions with regards to engagement for LTE data services, VoLTE and RCSC.
During Q3 Acme published Telefonica Germany (here) and Aicent (here) as customers. See also previous statements on market share here and here.

See "Acme Packet Management Discusses Q3 2012 Results - Earnings Call Transcript", by Seeking Alpha - here.

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