Sandvine Q1: $10M Revenues from Juniper; 78% Margin

Sandvine published its 2014 Q1 (Feb '14) results (here). Some highlights from the earning call and MD&A filing (here):

• Revenues by reseller Juniper Networks were $10M, for a "significant customer in the North America region" announced in November 2012 (here)
   
• Gross margin was high, at 78%, but the company does not expect to maintain this level and assume a 70% margin for the future
   
• "Very happy with the PCRF and some of the success we had with that (see "Sandvine Will Compete on PCRF Projects" - here) .. the dynamics are changing .. it is a much safer choice for service providers to select us to be on either ends of that policy control system"
   
• "Highest revenue ever from Wireless market (over 60% of total)"

  

• Dave Caputo, Sandvine's CEO, is very proud of the recently announced PTS 32000 (see "Sandvine Adds a 200Gbps/2RU Appliance w/100GE Interfaces" - here):
  
  
• "200 Gbps throughput per unit, up to 8 Tbps of throughput in cluster"
  
  
• "7 times smaller than certain competitive platforms" probably refers to Allot Communications' new Tera (500Gbps/13RU - see "Allot Launched the New Service Gateway; Orders from 4 Operators (over $9M)" - here)

Allot's ServiceGateway Tera

Sandvine PTS 32000

Amdocs Launches (Industry First?) VoLTE-Dedicated PCRF

Amdocs announced the ".. availability of Amdocs VoLTE Controller, a standards-based, virtualized policy control and charging rule function (PCRF) solution specifically designed to support the stringent feature requirements that enable a high definition (HD) quality and differentiated VoLTE experience. Already supporting VoLTE services at a Tier-1 North American operator [MetroPCS? - here], Amdocs has also been selected for policy control support of VoLTE by a European Tier-1 service provider".  

While Amdocs claims for "Industry first", a year ago Tekelec added to its PCRF product support for VoLTE (see "Tekelec Enhances PCRF with VoLTE, Wi-Fi and more" - here), deployed by KT (here).

By leveraging the Amdocs VoLTE Controller as a dedicated PCRF solution for VoLTE, service providers can deploy it alongside legacy PCRF systems, which can continue to support basic policy needs such as fair usage control. With VoLTE features already proven in Tier 1 networks, and further enhanced to include additional services, the Amdocs VoLTE Controller supports key IP voice requirements that go beyond guaranteed quality of service (QoS), to encompass emergency call prioritization, voice roaming with QoS assurance, voice call reliability with session geo-redundancy, and differentiated IP voice services for flexible service plan bundling and customer-specific services".

See "Amdocs Announces Industry’s First Policy Control Solution for Voice over LTE (VoLTE)" - here.