Light Reading
Five companies have made the Leading Lights shortlist for public company of the year.

Leading Lights Finalists 2014: Company of the Year (Public)

Ray Le Maistre
6/16/2014
50%
50%

To excel is hard enough in the telecom sector, but to do so under the constant scrutiny of investors and financial analysts is even harder, which is why winning the Company of the Year (Public) award is so tough. The stars must be aligned.

This category is about identifying the listed companies that stand out from the crowd, develop and communicate a strategy that benefits customers, partners, employees and investors alike, and then acts on that strategy. That's a tough set of criteria.

We announced the identities of the shortlisted companies earlier: Keep in mind that the time period covered by this year's awards submissions was April 1, 2013, to March 31, 2014, so anything that happened since was not taken into consideration in the judging process. (See Leading Lights 2014: The Finalists.)

Now here's why those five firms that made the Company of the Year (Public) shortlist were chosen (in alphabetical order).

Ciena Corp.
For quite some time, Ciena Corp. (NYSE: CIEN) CEO Gary Smith had been asking for patience from the markets, saying that Ciena was well placed to benefit from the expected demand for next-generation transport infrastructure that was anticipated.

The past year will have seen Smith feeling happy with his past predictions, and quite confident too that Ciena, with its OPn architecture, is indeed well placed for what's to come next.

OPn, which comprises converged packet-optical systems, packet networking, and software, "facilitates the migration to open and programmable network architectures," notes the company, and "guides Ciena's product strategy, development and advocacy to customers and the market."

That's also linked, of course, to the broader industry developments around SDN, which is also one of the catalysts for Ciena's partnership with mobile broadband and managed services market leader Ericsson, announced earlier this year.

Ciena is confident that its revenues and margins will improve in the coming year as it expects to increase its market share and grow faster than the overall market.

And in the year under scrutiny in these awards, Ciena's share price reflected its overall trajectory, increasing from $16.01 at the end of March 2013 to $22.74 at the end of March this year.

Infinera Corp.
Increasing demand for transport network solutions is also good news for Infinera Corp. (Nasdaq: INFN), which has been making positive headway in the 100G long-haul market with its flagship DTN-X platform -- so much so that it could claim market leadership status, if certain criteria are applied.

What's clear, though, is that the company has shifted up a gear, and the reputation it has built for delivering reliable optical transport systems that are easy and quick to deploy, and then just as quick to put into commercial action, is paying off.

That doesn't mean Infinera gets everything its own way. It had long been tipped to make a breakthrough at Verizon, but lost out in the final reckoning. What's key, though, is that while Verizon would have been a landmark customer, Infinera's business has not suffered as a result of that isolated setback. It has more than 40 customers for the DTN-X and boasts a broad customer portfolio, both geographically and by sector -- it has "15 Tier 1 customers, 4 of the top 5 cable operators, and 3 of the top 4 Internet Content Providers" on its books, it says in its submission.

The company's revenues are on the rise, expectations in the market are positive for further growth, and the company saw its stock head in the right direction during the "Leading Lights year," advancing by about 28% year-on-year to end March 2013 at $8.95.

Mavenir Systems Inc.
Mobile data service platform specialist Mavenir Systems Inc. qualified for this category courtesy of its IPO in November 2013. The company is pitching its cloud-based mOne Convergence Platform to mobile operators looking to enhance their services portfolio with applications such as VoLTE, and at the end of 2013 mOne was deployed at three of the top five US mobile operators and nine of the top 20 globally. One of those deployments is at MetroPCS, which in 2012 launched the first commercially available VoLTE service using Mavenir's platform.

In the past year, the company has been adding to its virtual capabilities with a string of launches, including a virtualized SBC and evolved packet core (EPC).

The company is growing its revenues impressively -- its revenues for the first quarter of 2014 were up by 28% year-on-year to $28.7 million -- and its share price rose from its IPO price of $10.00 to hit $17.90 at the end of March.

Redknee Inc.
Canadian BSS specialist Redknee Inc. (Toronto/London AIM: RKN) isn't the company it used to be. For years it was a telecom software minnow, winning business and keeping afloat, but never likely to trouble the big guns.

Now that's changed. Following the acquisition of NSN's BSS business, Redknee has transformed itself from a company with annual revenues of about $60 million into a telecom software and services firm with more than 200 customers and annualized revenues of almost $300 million. And its ambitious CEO Lucas Skoczkowski has his eyes on making Redknee a $1 billion-per-year turnover company.

Its share price has reflected its enhanced status and prospects, growing 78% year-on-year to $5.52 at the end of March this year.

tw telecom inc.
One of the success stories of the North American data services sector, tw telecom inc. (Nasdaq: TWTC) has grown in recent years to become one of the most valuable, and sought-after, properties in the Ethernet services market. That much was proven when Level 3 announced its planned $5.7 billion acquisition of the operator on June 16.

Beyond that high-profile move, tw telecom usually makes the headlines for the right reasons, whether for being an outstanding employer, delivering enviable customer service, or launching innovative services such as Alerts Driven Dynamic Capacity.

The operator has grown its top-line revenues for the past nine years, reporting sales of $1.56 billion in 2013, and from early April 2013 to the close of March 2014 the company's stock appreciated by more than 21% March 28, 2013 to $30.59. Now, of course, the Level 3 deal has driven it much closer to the $40 mark.

The Leading Lights winners and 2014 Hall of Fame inductees will be unveiled at the Leading Lights awards dinner, to be held the evening of Tuesday, June 17 at Chicago's Adler Planetarium. (For more details, see Bumper Year for the Leading Lights Awards.)

Stick around on Wednesday for the second day of Light Reading's Big Telecom Event, taking place at the Sheraton Chicago Hotel & Towers on June 17-18. (Details and the agenda are on our show site, Big Telecom Event.)

— Ray Le Maistre, Circle me on Google+ Follow me on TwitterVisit my LinkedIn profile, Editor-in-Chief, Light Reading

(0)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View
Educational Resources
sponsor supplied content
Educational Resources Archive
Flash Poll
LRTV Huawei Video Resource Center
Sales Director of INIT on Plug & Play Switch Devices

9|19|14   |   3:21   |   (0) comments


INIT Italy uses both the Huawei S5700 and S7700 series switches for the campus LAN environment. Sales Director Andrea Curti says their company chose these Huawei devices over others because of their performance, flexible scalability and plug-and-play features.
LRTV Huawei Video Resource Center
Saudi Arabia Upgrades Vocational Training System

9|19|14   |   3:31   |   (0) comments


The Technical and Vocational Training Corporation (TVTC) has 100,000 students, 150 government-owned institutions and oversees 1000 private institutes. The CIO of TVTC explains that Huawei devices have allowed them to manage multiple datacenters using just one software program, scientifically tracking the progress of students and teachers, saving them millions.
LRTV Huawei Video Resource Center
Huawei's Media Solutions Are Here to Stay

9|19|14   |   4:35   |   (0) comments


The current media revolution requires rapid upgrades in technology. New formats (HD, 3D, 4K etc.) and the subsequent explosion of file sizes demand sophisticated network and storage architecture. Social media and the multiple distribution channels require a robust asset management system. Gartner analyst Venecia Liu speaks about the current technological trends in ...
LRTV Huawei Video Resource Center
Microgenesis on Huawei's Switches

9|19|14   |   3:57   |   (0) comments


Microgenesis is a solutions and system integrator company in the Philippines whose areas of expertise include data centers, networking and security products. In this video, Executive Director Jeffrey Choa talks to us about his customers needs and they benefit from using Huawei switches.
LRTV Huawei Video Resource Center
Network Solutions Help the Philippines Jump Ahead

9|17|14   |   2:59   |   (0) comments


In the past, the Philippines has under-invested in technology. Now, the CEO of Softshell talks about how Huawei products help the Philippines jump ahead as the economy improves.
LRTV Huawei Video Resource Center
VCS Observation for Safer Cities in the Netherlands

9|17|14   |   5:20   |   (0) comments


Holland's VCS Observation has been operating for 22 years. Its main goal is to get cities safer. CEO Wim van Deijzen tells us some of the challenges his company faces and how Huawei is helping to overcome these challenges.
LRTV Huawei Video Resource Center
A Conversation With Serbia's Ministry of Interior

9|17|14   |   4:38   |   (0) comments


At HCC 2014, the Assistant Minister of the Ministry of Interior of the Republic of Serbia talks to us about his projects and corporation with Huawei. Solutions like Safe City and E-Government and services like cloud computing are just some of the areas his department is interested in.
LRTV Huawei Video Resource Center
IHS Analyst Discusses eLTE at CCW 2014

9|10|14   |   7:09   |   (0) comments


Thomas Lynch, associate director of critical communications at IHS Technology, talks about broadband in critical communications.
LRTV Huawei Video Resource Center
TCAA on Huawei eLTE: A Broadband Solution for Mission-Critical Communications

9|10|14   |   2:29   |   (0) comments


At CCW2014 in Singapore, the TCCA's Phil Kidner talks about the importance of broadband data for critical communications.
LRTV Custom TV
Spotlight on Cisco: SDN for Optical Networks

9|8|14   |   9:27   |   (0) comments


Cisco's Greg Nehib talks OpenFlow and more on the 'Software-Defined Networking for Optical Networks' panel at the Big Telecom Event in June 2014.
LRTV Custom TV
Cisco's Evolved Programmable Network (EPN)

9|8|14   |   4:05   |   (0) comments


A look at the various demos Cisco showed at Light Reading's Big Telecom Event highlighting Cisco's EPN innovation and how SDN and NFV technologies are enabling a variety of new services.
LRTV Huawei Video Resource Center
The Future of Ultra-Broadband, With Kevin Kelly (UBBF2014)

9|5|14   |   1:13   |   (1) comment


If you think the technological changes we've seen up to now are astounding, just wait until you see what the future has in store. Discuss upcoming breakthroughs with Kevin Kelly, Founding Executive Editor of Wired Magazine, at the Huawei Ultra-Broadband Forum on September 24.
Upcoming Live Events!!
September 23, 2014, Denver, CO
October 29, 2014, New York City
November 6, 2014, Santa Clara
November 11, 2014, Atlanta, GA
December 2, 2014, New York City
December 3, 2014, New York City
December 9-10, 2014, Reykjavik, Iceland
June 9-10, 2015, Chicago, IL
Infographics
A survey conducted by Vasona Networks suggests that 72% of mobile users expect good performance all the time, and they'll blame the network operator when it's not up to par.
Today's Cartoon
Vacation Special Caption Competition Click Here
Latest Comment
Hot Topics
AT&T: We'll Bundle Fixed Wireless & DirecTV
Mari Silbey, Independent Technology Editor, 9/15/2014
New NFV Forum Focused on Interoperability
Carol Wilson, Editor-at-large, 9/16/2014
NFV & The Data Center: Top 10 Takeaways
Sarah Reedy, Senior Editor, 9/18/2014
Connecticut Cities Crowdsource Gigabit Nets
Jason Meyers, Senior Editor, Utility Communications/IoT, 9/15/2014
Pics: LR's Women in Telecom Breakfast
Sarah Reedy, Senior Editor, 9/16/2014
Like Us on Facebook
Twitter Feed