RadiSys Corp. Q3 2009 Earnings Call Transcript

  • download
  • Print
  • Recommend
  • 0

2009-10-27 18:45:11.0

Tags: RadiSys Corp., D.A. Davidson & Co., Call Transcript, Earnings, Cisco Systems Inc., COM, ActiveX/COM/COM+/DCOM, Middleware, Software Development, Software/Web Development, Enterprise Software, Software, Seeking Alpha

Question-and-Answer Session

Operator

Absolutely. [Operator Instructions]. Mr. Grout, our first question comes from the line Matt Petkun [D.A. Davidson & Co.].

Matthew Petkun - D.A. Davidson & Co.

Hi, good afternoon. Scott, just looking at the top size customer list, obviously some new names or names that have been newer for the last few quarters, I think the one that catches us most obviously as a new entrant is Cisco. Can you talk about that? Was that through maybe some M&A that Cisco had done where they worked their way in or as maybe Cisco is thinking differently about how they built products?

Scott Grout

So as you might expect, we can’t talk on of a lot about it due to NDA, but Cisco in fact was a top five customer. It came to us for a new application that they are working on. What we saw was initial field trial deployments in this quarter. It will probably pause for a little bit and then depending on the success of that field trial, would expect to see them come back for us.

Matthew Petkun - D.A. Davidson & Co.

Okay, great. And when we see new customers like this and not even Cisco in particular, but just the new announcements that you’re talking about in general, I’m assuming that most of this is intended to be what would ultimately fall into your next generation COMs networking bucket?

Scott Grout

That’s correct, Matt.

Matthew Petkun - D.A. Davidson & Co.

Okay. And how are you accounting for the new win that was a COM Express deal, but it looks like it’s actually going into the network switching market as well? Is that going to be – it looks like a really a commercial deal?

Brian Bronson

It’ll actually go in depending on the flavor of the deal. That goes actually in the end market how we report. So with the COM deal goes in the COM space and vice versa.

Matthew Petkun - D.A. Davidson & Co.

Okay. So just because I’ve historically thought of that as one of your commercial product offerings, it wouldn’t be fair to categorize it as such?

Scott Grout

Yeah.

Brian Bronson

Correct.

Matthew Petkun - D.A. Davidson & Co.

Okay, great. That’s all from me right now. Great quarter, guys. Impressive control of costs and it looks like, I guess maybe one question would be just directionally, revenues up in Q4, is that more seasonality, which you historically have seen some seasonality or do you see something that could be, when you talk about your revenue mix shift, which is one of the things, I think the streets really focused on, do you see that we may be near the inflection point or is there still – when I look at the revenues from Nokia, it looks like there’s plenty of room to go there?

 

BNET TalkbackShare your ideas and expertise on this topic

Please add your comment:

  1. You are currently: a Guest |
  2.  

Basic HTML tags that work in comments are: bold (<b></b>), italic (<i></i>), underline (<u></u>), and hyperlink (<a href></a)

advertisement
advertisement
  • Click Here
  • Click Here
  • Click Here
advertisement
Click Here