This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

Sonus Networks, Inc. - Analyst/Investor Day

The market is looking it up to see, can we make this pivot. I'm here to share with you our story. I believe we are making that pivot. And I've asked 4 members of our leadership team to share their part in that story underneath the umbrella that I'm going to kick off with you.

My messages are as follows: We are making great progress shifting to an SBC company, which is our growth engine. Our investment thesis is the shift to SBC, the growth at or above those markets as that SBC category continues to grow 20% a year, meaning it's a $1-billion category in 2015 and continues to grow from there. That we're investing in the right technologies. In fact, the big strategy on top of the SBC is cloud-based UC. You're going to hear a lot about that today. Cloud-based unified communications. It is the big market opportunity, that being a substantial player in the SBC market enables us to pivot to, okay? That we're investing in the technologies that matter there, in UC. And I'd say that VoLTE, even VoLTE, it's voice over LTE, it's really UC over LTE. LTE is simply another media fabric that happens to be a wireless link that when rendered reliably will allow UC to port through. It just like it does in the enterprise over ethernet or any other media player, okay?

We're going to explain here the NET deal. And I want to be clear. A lot of the feedback I got is, and this is the tired story that's out there, okay? NET is about execution risk. I want to clearly address that in the next few slides, okay? And I want to help you draw the conclusion that this is our year. That bell is the wake-up call to the emergence of Sonus as the market leader through our SBC growth into the UC category.

3 of 7

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
Only $49.95
14-Days Free
14-Days Free
AAPL $95.03 0.21%
FB $116.73 0.00%
GOOG $691.02 0.00%
TSLA $247.54 -0.07%
YHOO $36.59 0.00%


Chart of I:DJI
DOW 17,830.76 -210.79 -1.17%
S&P 500 2,075.81 -19.34 -0.92%
NASDAQ 4,805.2910 -57.85 -1.19%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs