Sonus Networks, Inc. Q3 2009 Earnings Call Transcript

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2009-11-09 17:18:07.0

Tags: Sonus Networks, Call Transcript, Earnings, IBM IMS, Credit Suisse Group AG, Networking, Seeking Alpha

Question-and-Answer Session

Operator

[Operator Instructions]. Our first question comes from the line of Paul Silverstein with Credit Suisse. Please go ahead.

Paul Silverstein - Credit Suisse

Rich, is there anymore insight you could offer on the IMS product? I know it's something you all haven't spoken about in a while, but other products that address the shifting trends in the market, including perhaps your future server, I think is the ASX platform and maybe the IMX as well, or anything else you think is relevant that speaks to Sonus's ability to execute against that shift in the marketplace?

Guru Pai

If you look at how we look at the marketplace, right, we've got products that fit the core transport segment and the Class 4 market and we also have products, like you said, the ASX and the IMX that address what we call the access products. So we are pretty competitive in that space. We have IMS compatibility across that segment and we work with solutions that we provide that are end-to-end Sonus, as well as trying to work within the context of IMS architecture provided by third-parties as well.

Paul Silverstein - Credit Suisse

Is there any quantitative metrics you all can offer us? Going back to the NBS, has that yet broken 10% of revenue? I know you mentioned on the call you've got a tier 1 that either started deploying or is committed to deploy the product. Anything you can offer us in the way of metrics on both the NBS and any other platforms you care to speak to with the ongoing shift in the marketplace?

Guru Pai

As you know, we don't break out product specific revenues here at Sonus. To give you some more information, at least by giving you a little bit more color of what's happening in the marketplace, a substantial portion of our proposals and RFPs now contain the NBS as part of our response and part of my sales team's engagement, but both our current and new customers.

So I like where we stand. I think the NBS is an inherent part of our hybrid networking strategy. We think a very large portion of our customer base have both TDM and IP networks that they have in place. I think the hybrid options that we give them certainly help them simplify their networks, make them far easier to operate and help them with that migration of IP.

 

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