Radcom Q4 2007 Earnings Call Transcript

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2008-02-04 11:22:01.0

Tags: Network, IP Television, Call Transcript, Earnings, IBM IMS, TVs, Tv & Home Theater, Broadband Internet, Networking, Personal Technology, Home Entertainment, Telecommunications, Seeking Alpha

Question-and-Answer Session

Operator

Ladies and gentlemen at this time we’ll begin the question and answer session. (Operator Instructions) The first question is from [Jeff Mary] with Copia Capital Partners. Please go ahead.

[Jeff Mary] – Copia Capital Partners

My first question is maybe if you can talk a little bit about the growth in the pipeline both sequentially and also year-over-year?

David Ripstein

We see growth especially in the emerging markets which is part of the new strategy that we defined its [inaudible] regions that we didn’t have any pipeline and now we have opportunities that are going to stage of matureness. In general, this is what we seein emerging markets. In Europe and North America we didn’t recognize the growth yet. The only thing that we believe will deliver high growth on the pipeline will be the IMS and this is the area that we are focusing now in Europe and North America.

[Jeff Mary] – Copia Capital Partners

How fast would you say the market is growing for your type of equipment?

David Ripstein

According to the numbers that we know, the area of growth is 6%. This is a well known numbers from the market from research. We are focusing more on the next generation of this market and we believe that this part of the market is growing faster.

[Jeff Mary] – Copia Capital Partners

What about in terms of your products, are there any new products coming out? Or, is it pretty much the same products you’ve had and just trying to sell them more thoroughly?

David Ripstein

There are two dimension of the products improvement that we are doing. One dimension, as I mentioned inthe conference call is adding application above our solution. Still today, we need to give our customer reports and then they should take those reports and understand the network problem and the network trends, the network performance and the need to process from this point. We are taking the solution another step and we are trying to give application which gives them the service of understanding the value of their services so they will not have to dig down into the data and into the basic report to learn about the network. We believe that those applications on one side bring value to the customer, they also application [inaudible] based so that we know that the market and the customer have the will to pay for them. This is the growth engine especially for the installed base that we have. This is the one side. The other side is in the products arena and we are making progress in enabling technologies which arethe IMS and IPTV and we believe we have a leading position in the way that we are monitoring IMS and IPTV network. The situation in the market now that we’re seeing IMS and IPTV, IMS is a little bit more mature and we see trials and also networks that started to roll out IMS activity and then we seea need for our solutions and a good feedback that we get here today.

 

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