Showing posts with label Cable. Show all posts

[ABI]: 123M Fixed LTE Connections by 2019


Yet again analysts are expecting mobile access technology to be an alternative to residential broadband access and replace cable or DSL.

Already 4 years ago, 8.5% of UK households said they are using mobile service at home, as their only access service (here). Other expected it to fail - see "Analysys Mason: Mobile Broadband will Fail as an Alternative to Fixed Broadband" - here) but shortly

Procera: "16 Tier1 Trials; 15% growth in 2014"


Several quotes from Procera's Q4 earning call, by James Brear [pictured], President and CEO, and Charles Constanti, CFO:


We expect revenue growth of 15% in 2014 (see "DPI Market Grew by 10% in 2013 ($278M Revenues for Allot, Procera and Sandvine" - here) 




There are a number of dynamics we saw in the quarter that impacted our Q4 results. The shortfall relates to lower-than-expected orders