We estimate that if growth accelerates to 20% from the current projected 10%, EPS could go to $0.65-$0.70 in 2013. We expect the company's earnings power to accelerate faster than revenues given the leverage in the model. ![]() With 105 commercial LTE networks in 48 countries and 194 LTE network deployments in progress according to Global mobile Suppliers Association (GSA), we believe the path to LTE and, by extension, VoLTE is becoming clear which we think will be favorable to Acme Packet in the next 4-6 quarters. Overall, we expect AT&T to be incrementally stronger over the next 3-6 months for Acme Packet followed by Verizon in mid-to-2H 2013.Ģ013 will be a "good year" for Acme, he thinks, as the company's addressable market in VoLTE globally becomes more apparent:Īs previously announced, Acme Packet is working on 27 VoLTE projects and we believe it has committed launch dates for 11-13 of these projects. We believe that while AT&T has already deployed some Acme Packet SBCs for is initial VoLTE rollout, additional orders are likely to start in the near-future. Testing on the network with what AT&T terms as "friends" – essentially AT&T employees – is likely to start in 2Q 2013 with a rollout for consumers in 2H 2013. Our checks show that AT&T is testing and likely to start deploying gear for VoLTE in the very near-future with a "production network" expected to be up and running in mid-2013. ![]() Verizon Communications ( VZ), he thinks, will start deployment in Q3 or Q4 of this year. The "first wave" of VoLTE, writes Wadhwani, is happening already with MetroPCS ( PCS), which is in the process of merging with T-Mobile USA.
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