Thursday, January 30, 2014

Amdocs Expands PCRF Deployments in Deutsche Telekom; Explains Celcite/Actix Business

Quotes from Amdocs' Q1 2014 earning call, by Eli Gelman [pictured], Director, CEO and President of Amdocs Management Limited:
  • "We have similar trends [expanding inside large MNO groups] with Deutsche Telekom on our policy product that we implemented. We signed a contract with their corporate and then we implemented in certain affiliates. And now I think it's about 6 or 7 affiliates already of Deutsche Telekom all across Europe are using the same for policy standardizing on Amdocs as a certain component of the business. But not less encouraging is the fact that you see some business that we announced in Luxembourg or in Telekom Austria, A1 in Austria and in other places. So you see kind of variety of different businesses"
  • ".. the topic or the space of RAN optimization, radio access network optimization, have been on our agenda for quite some time. We just eventually managed to find the right assets and we completed this deals [see "Amdocs Acquires Actix ($120M)", here, and Amdocs Acquires Celcite for $129M" - now reported as "cash consideration of $141 million", here]
  • The nature of these deals are relatively different from the one you expect on BSS transformation or even OSS transformation project. Usually, each one of the deals are relatively small. Could be in the $1 million, $2 million, $3 million each. Usually, the tendency is to augment it with addition projects. Now in some cases, you will see a company streamlining around an Actix product, for example, for 3G optimization, 3G network optimization. And they will then pay a different or subsequent license for the 4G and then LTE. That could be something different from small serves and different technologies. Same goes about the regions. It usually could be pure segments of market or subsets of markets. And that's kind of the trend with the Actix product.
  • With the Celcite, it's similar but on the services side. So usually, we provide optimization services around Celcite tools and now we're combining it with the Actix infrastructure product but we'll basically offer the services to a certain market or submarket for a certain technology, sometimes certain network equipment providers. 

See "Amdocs Limited Management Discusses Q1 2014 Results - Earnings Call Transcript", by SeekingAlpah, here.

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