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
Flash Poll
LRTV Documentaries
Sprint's Network Evolution

7|24|14   |   14:59   |   (0) comments


Sprint's Jay Bluhm gives a keynote speech at the Big Telecom Event (BTE) about Sprint's network and services evolution strategy, including Spark.
LRTV Documentaries
BTE Keynote: The Software-Defined Operator

7|24|14   |   18:43   |   (1) comment


Deutsche Telekom's Axel Clauberg explains the concept of the software-defined operator to the Big Telecom Event (BTE) crowd.
Light Reedy
Numbers Are In: LR's 2014 Salary Survey

7|24|14   |   1:25   |   (7) comments


Our fourth annual Salary Survey paints a picture of who's hiring, firing, earning, and yearning for a change in the telecom industry.
LRTV Custom TV
Driving the Network Transformation

7|23|14   |   4:29   |   (0) comments


Intel's Sandra Rivera discusses network transformation and how Intel technologies, programs, and standards body efforts have helped the industry migration to SDN and NFV.
LRTV Custom TV
Distributed NFV-Based Business Services by RAD

7|18|14   |   5:38   |   (0) comments


With the ETSI-approved Distributed NFV PoC running in the background, RAD's CEO, Dror Bin, talks about why D-NFV makes compelling sense for service providers, and about the dollars and cents RAD is putting behind D-NFV.
LRTV Custom TV
MRV – Accelerating Packet Optical Convergence

7|15|14   |   6:06   |   (0) comments


Giving you network insight to make your network smarter.
LRTV Custom TV
NFV-Enabled Ethernet for Generating New Revenues

7|15|14   |   5:49   |   (0) comments


Cyan's Planet Orchestrate allows service providers and their end-customers to activate software-based capabilities such as firewalls and encryption on top of existing Ethernet services in just minutes.
LRTV Custom TV
Symkloud NVF-Ready Video Transcoding, Big Data

7|9|14   |   3:41   |   (0) comments


Kontron and ISV partner Vantrix demonstrate high-performance video transcoding and data analytic solutions on same 2U standard platform that is ready for SDN and NFV deployments made by mobile, cable and cloud operators.
LRTV Huawei Video Resource Center
The Evolving Role of Hybrid Video for Competitive Success

7|4|14   |   4:09   |   (0) comments


At Huawei's Global Analysts Summit in Shenzhen, China, Steven C. Hawley from TV Strategies speaks to us about the evolving role of hybrid video for competitive success.
LRTV Huawei Video Resource Center
How CSPs Leverage Big Data in the Digital Economy

7|4|14   |   4:48   |   (2) comments


Justin van der Lande from Analysys Mason shares with us his views on how telecom operators can leverage customer asset monetization with big data. His discusses the current status of big data applications and the challenges and opportunities for telecom operators in the digital economy era.
LRTV Huawei Video Resource Center
Accelerator for Digital Business – Future Oriented BSS

7|4|14   |   3:08   |   (0) comments


Mobile and internet are becoming intertwined; IT and CT are integrating; and leading CSPs have begun to transform to information service and entertainment providers. How should the BSS system evolve to enable this transformation? Karl Whitelock, an analyst at Frost & Sullivan, shares his views.
LRTV Huawei Video Resource Center
Orange Tunisia Discusses Multi-Band Antenna With EasyRET Solution

7|4|14   |   2:45   |   (0) comments


As new site acquisition becomes more difficult, Orange Tunisia has requested multi-band antenna to support UMTS and LTE innovation. Some things considered include reducing the cost of antenna maintenance and having high reliability antenna and EasyRET solution.
Upcoming Live Events!!
September 16, 2014, Santa Clara, CA
September 16, 2014, Santa Clara, CA
October 29, 2014, New York City
November 6, 2014, Santa Clara
November 11, 2014, Atlanta, GA
December 9-10, 2014, Reykjavik, Iceland
June 9-10, 2015, Chicago, IL
Infographics
Packet Design asks network professionals how they handle the cloud, SDN, and network management.
Today's Cartoon
Vacation Special Caption Competition Click Here
Latest Comment
Hot Topics
The Municipal Menace?
Jason Meyers, Senior Editor, Utility Communications/IoT, 7/22/2014
Cisco Puts a Fog Over IoT
Sarah Reedy, Senior Editor, 7/23/2014
Apple Earnings: Strong iPhone Sales, iPad Sales Slump, $7.8B Profit
Mitch Wagner, West Coast Bureau Chief, Light Reading, 7/22/2014
Salary Survey Report 2014
Sarah Reedy, Senior Editor, 7/23/2014
Facebook: 30% of Users Are Mobile-Only
Mitch Wagner, West Coast Bureau Chief, Light Reading, 7/24/2014
Like Us on Facebook
Twitter Feed