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microcaptechinvestor
microcaptechinvestor
2/16/2017 | 12:41:34 AM
Re: Radcom and Netscout
Yes, I agree. Radcom in deep, accelerated discussions (network PoCs in progress) with 4 CSPs for vProbes (9 total, with new CSPs entering the trial queue), presumably Verizon and other major Tier-1s with NO competition. That means, no Netscout. Initial revenue guidance for RADCOM is ~30% growth (doesn't include any step function, transformational deals from the 4 described above), while NETSCOUT is lowering revenue guidance for remainder of year.

RADCOM slots into openECOMP is going along for ride with AMDOCS ECOMP integration deals.

Things looking dirty and hairy for incumbents. Can we please get some coverage of the NFV disruptors, please?
Portfoli88800
Portfoli88800
2/16/2017 | 12:09:29 AM
Radcom and Netscout
Would be interesting to read about your chat with Radcom and Netscout.
brooks7
brooks7
2/14/2017 | 9:50:15 AM
How about....
Google and Amazon...

 

seven

 


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