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Stock Watch: Neustar

Light Ranting
Light Ranting
Light Ranting
9/27/2005

12:15 PM -- NeuStar Inc. (NYSE: NSR), a new player in the VOIP directory that we've been tracking since its IPO, has broken out to a post-IPO high. (See Telecom's New Star and NeuStar Twinkles on Wall Street.)

Given this company's potential benefit from VOIP deployments (it manages an ENUM database, as well as other connectivity databases), it bears watching -- or even buying.

— R. Scott Raynovich, Chief Stock Jock, Light Reading

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jimrodge
jimrodge
12/5/2012 | 3:53:25 AM
re: Stock Watch: Neustar
NeuStar (NYSE: NSR) and ESPN STAR Sports announce their partnership to launch the Mobile ESPN service across seven markets in Asia Pacific. The service will be offered by Bridge Mobile Alliance's member operators - Airtel (India), CSL (Hong Kong), Globe Telecom (Philippines), Maxis (Malaysia), SingTel Mobile (Singapore), Taiwan Mobile (Taiwan) and Telkomsel (Indonesia). The Mobile ESPN service is the first premium content suite to be offered by Bridge Mobile, as part of its regional mobile service strategy.
dljvjbsl
dljvjbsl
12/5/2012 | 2:59:59 AM
re: Stock Watch: Neustar
Can somebody explain the attactiveness of ENUM to investors. The essence of such a service will be interoperability and therefore it is inherently a commodity. If a company tried to make outrageous profits with ENUM, it would quickly be faced with competitors.
Scott Raynovich
Scott Raynovich
12/5/2012 | 2:59:49 AM
re: Stock Watch: Neustar
That seems to me to be quite a simplistic view of things. First of all, ENUM has just started. Second of all, whoever becomes the leading ENUM database will be in a strategic position to sell all sorts of additional products and services, because they will serve as a sort of clearing house for the VOIP market.

I would also remark that simply collecting a small per-transaction fee on very VOIP call to moves through your database is perhaps one of the best business models in that market.

dljvjbsl
dljvjbsl
12/5/2012 | 2:59:42 AM
re: Stock Watch: Neustar
I would also remark that simply collecting a small per-transaction fee on very VOIP call to moves through your database is perhaps one of the best business models in that market.


This is what I was trying to get at. Bear with me, I am just trying to understand this. A small transaction fee on on every VoIP call will very quickly mount into a very large amount of money. VoIP providers will see this as money that could very well belong to them. They could, hypothetically, share this money among themselves by creating a cooperative service.

I am jsut trying to understand why the carriers would let an external company extract money from their customers when they could be doing it themselves.

As you wrote data about customers (preferences, location, presence etc.) which could be kept in an ENUM like directory will be useful in very valuable services. It would seem to me that this information will be jealously guarded by the VoIP providers for purely economic reasons. This is not to slight the significant privacy issues that will arise as well.

Data about customers will drive the new applications. Access to the data will be essential to the creation of services and therefore essential to the creation of profit. ENUM providers are either going to be the dominant players in the new network or they are going to be squeezed out by other providers.

The issue of whom is going to have access to this data (ENum providers or some other entities) is going to be a vital one.
opticalwatcher
opticalwatcher
12/5/2012 | 2:59:36 AM
re: Stock Watch: Neustar
I just realized that you mention Stealth in the 'Telecom's New Star' article.
opticalwatcher
opticalwatcher
12/5/2012 | 2:59:36 AM
re: Stock Watch: Neustar
Not that I know anything about this sector, but doesn't Stealth Communications offer something similar?

http://www.thevpf.com
voyce_overipee
voyce_overipee
12/5/2012 | 2:59:35 AM
re: Stock Watch: Neustar
I'm with you dljvjbsl. (by the way, what does that handle mean?)

I think there's 2 camps. the free phone guys who want a global directory so voip users can find other users/gateways without service providers, and the service providers who want some inter-provider call routing/lookup ability. The first one would have to be free lookups, so I guess it would follow the DNS root server business model?

The second one only makes sense to me if its run by a service provider-controlled consortium. The consortium could be run/managed by a company (like neustar or verisign), or it could be a cablelabs type thing, but the service providers would probably want tiered fixed costs. I can't believe they would pay per call.
Scott Raynovich
Scott Raynovich
12/5/2012 | 2:59:34 AM
re: Stock Watch: Neustar
Yes, you are right, Stealth is an ENUM player with the VPF. But my understanding of it is that it is a feature provided free of charge to its Ethernet peering clients, rather than a standalone product.

It remains to be seen who will lead in ENUM, but clearly Neustar is in an enviable position with all of the portability contracts.
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