Sandvine's Market Leadership Should Continue
Summary •Sandvine operates in a rapidly growing market. The DPI market should continue to grow due to increasing demand from service providers and the public sector. •The DPI market's growth could be slowed by regulations. Yet, current proposed regulations shouldn't significantly impact the demand for DPI solutions. •Management has been able to diversify revenue. Yet despite their diversification efforts, Sandvine's revenue growth should continue to be very volatile. •Although volatile, Sandvine's revenue should continue to trend higher. They are acquiring large customers and replacing the competition. •Sandvine is the market leader in a rapidly growing market. The company is well positioned to take advantage of this growth. This should result in the stock trending. https://seekingalpha.com/article/2555755-sandvines-market-leadership-should-continue?uprof=75&dr=1