Scotia's looking for strong 2H of 2015 with $4.60 target!!Going to get interesting :)
Continues to be hopeful of 2H growth. Despite Allot's warning earlier this week,
Sandvine continues to believe it can generate sequential growth in 2H and grow
sales for the full FY. Given the long sales cycles and carrier acceptance
testing, Sandvine does not believe it will grow at the same rate it did last
year. Nonetheless, if it closes some of the delayed deals and large
opportunities in the pipeline, it could gain significant market share given
Allot's challenges. . Should we be looking at Sandvine as more of a big data/analytics company? We
think so. With DPI functionality and traffic optimisation largely commoditised,
Sandvine's ability to help service providers collect data, analyse it, and
deploy a strategy makes it seem like more of an analytics company than a
communications equipment company. . CEO excited by the IBM partnership. Caputo mentioned during the call that the
IBM partnership was the one he was most excited about. We continue to believe
that Sandvine's products would align well with IBM's analytics and machine
learning technologies. . Maintain SO. Despite the lumpy revenue, we believe that broadband and IoT growth
will continue to drive demand for Sandvine's products