- Repeat orders from existing customers, which include U.S. cable TV provider Comcast Corp and Spanish telecom company Telefonica SA, would account for the "lion's share" of Sandvine's revenue this year [see "Sandvine Q4: Channel Success; Juniper - $7M Deal in NA" - here]
- a wider slowdown in telecoms spending and competition in the crowded mobile phone sector had not affected the company
- company's relationship with Telefonica had stabilized after delays in closing several projects with the Spanish company contributed to lower-than-expected earnings in the second quarter of 2012 [see "Update: Sandvine/ALU Agreement Signed; $2.5M Orders Received" - here]
- Sandvine might consider buying small technical companies, although he added that acquisitions were "not a huge focus".
See also "Allot CEO Plans to Continue Acquisitions in 2013" - here.