RE: RE: Suckers who bought todayI think you used the key words longhaul..."fast and growing industry". Looking at Sandvine's Q3 MD&A report, it states that of the 2.5 Billion voice subscribers (350 top mobile operators), only 70 million were wireless broadband subscribers based on a 2008 report. The report also expects wireless broadband subscribers to exceed 2 Billion by 2015. Even if these projections are off by a Billion, 70 million to 1 Billion is quite the jump.
Anyone know if Sandvine has stated how many wireless broadband subscribers it has? It would be interesting to know what market share they have on the wireless side currently and what the projection is expected to be by 2015 based on either 1 Billion or 2 Billion WBS's.
Ideally, all the customers are entering into longer term contracts right now so Sandvine can have revenue in place for the next few years, potentially hedging itself from any major economic downturn.