This Day On The Street
Continue to site right-arrow
ADVERTISEMENT
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
Stocks Under $10 with 50-100% upside potential - 14 days FREE!

Sonus Networks, Inc. - Analyst/Investor Day

Stocks in this article: SONS

Now in order to understand where we are and where we're going, you got to know where we've been. This has been a 2-year journey for me, 18 months for Todd. And very -- as I introduce the speakers, I'll let you know how long they've been here. We said at the beginning that this was a multi-year journey. It remains so. After 2 years, we've made a number of major, major rewiring to Sonus.

First, we are moving from a media gated company to an SBC company. So that's obvious. That's the headline question and the headline answer in almost everything that people ask us.

But underneath that, there's a number of important transformations that are going on. We've moved from a highly customized complex solution, which was woven into the culture of how we went to market with gateways into a streamlined, whole product, transactional emphasis, and that is the key enabler in our technology side and our product side to move to go-to-market strategy, from service provider centric to service provider and enterprise centric. UC will be delivered to the enterprise through the service provider, okay? It will also help us move from direct-only, which is 98% of our results before I joined Sonus and remains a very high level of our results, to a complex go-to-market strategy that is both direct and channel centric. And a lot of these strategies have been driven by Todd. You saw the announcement today that he's moving to an Executive Vice President. And I'm thrilled that Todd is doing that, taking not only the sales and marketing relationship through that [ph] organizations, but the strategy functions so that we can unify strategy to go to market. And Tony will deliver the production engine, okay?

We've moved from voice-based company to a complex voice data, text, chat, video, UC-based company. The solution is moving beyond voice. And we're moving with that market. And SIP, by the way, is the enabler for that to move. So if you've got in your head, that's been said 100 times, why would it happen now? The answer is the SIP adoption is the catalyst, and a lot of that is going to be driven in Todd's piece. From fixed network solutions, which was the majority of our initial deployments to mobile core and ultimately closer to mobile edge over time as we follow the spend in the marketplace,okay?

4 of 7

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

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
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

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

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, 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
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!

Markets

DOW 17,804.80 +26.65 0.15%
S&P 500 2,070.65 +9.42 0.46%
NASDAQ 4,765.38 +16.9840 0.36%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs