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BroadSoft, Inc. (BSFT) Message Board

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  • Reply to

    Kornitzer just reported a 6.3% in BSFT

    by pjinvestmentco Jan 16, 2014 4:28 PM

    OH YES GOOD NEWS

  • good news sprint came on board

  • CoreDial Adds BroadSoft Integration

    Cloud communications software provider CoreDial just announced its plans to integrate BroadSoft’s BroadWorks softswitch with its SwitchConnex software platform. This integration is good news for service providers who will be able to distribute the BroadWorks softswitch features to customers.

    For channel partners leveraging SwitchConnex, this means a better ability to manage multiple call control systems from one solution, offering all of the benefits of a unified communications system, giving their customers the most up to date features.

    “Once the integration to BroadWorks is complete, our Service Provider Partners will have immediate access to the best commercial and open-source softswitches on the market today – a very powerful combination,” said CoreDial CEO Alan Rihm in a statement. “Our software customers and channel partners will have unparalleled access to multiple softswitches, all through a single intuitive web interface. Users of the company’s software are able to brand, co-brand, or private label high value end-customer cloud and Unified Communication services, while building margin rich recurring revenues. Our customers have an unfair advantage in the market, and we plan to keep it that way.”

    Channel partners can now offer value managed services such as Hosted PBX, Hosted VoIP, SIP Trunking, and Unified Communications.

    Today, Alan Rihm will be speaking at ITEXPO East during a session titled, “Service Differentiation: The Key to Profit,” from 12:30-1:15pm EST. On the heels of this announcement, the session will cover more specifically how service providers can collect information and use the latest technologies to stand out above the competition. From service bundles, to security features, managed offerings, and partnerships, service providers can take advantage of these offerings available to create unmatched services for their customers.

    Also from ITEXPO East this

  • Now that Oracle has digested their entrance into the Telco space with their completed mergers of Acme Packet and Tekelec, it may very well be time to round out their complete offering by finally acquiring BSFT. Acme Packet and BSFT had a tight relationship prior to their acquisition by Oracle so it makes sense that this kind of combination would be beneficial. Either way BSFT is setting up for a monster 2014 and they have already begun the year with positive news with Sprint.

  • Not promotion, just real research.

  • Shouldnt BSFT buy Audio codes, Adtan and Edgewater for SDN play?

  • Reply to

    BSFT to buy AUDC ADTN or EWN?

    by zzgamer69 Feb 10, 2014 12:30 PM

    no

  • While it's awesome that Broadsoft got Sprint as a customer, I'm a little surprised that it won't add much to the bottomline revenue this year. Anybody know why that is? Will Sprint ever become as big a customer as Verizon currently is? If so, then the future is bright.

    Sentiment: Buy

  • Reply to

    The Sprint Factor

    by bsftshareholder Mar 3, 2014 3:02 PM

    Working in the carrier industry I don't come across a lot a companies that sign with Sprint directly. Many carriers will use Sprint for local loop or connecting to PSTN, but rarely is Sprint the company in front of the customer.

    Sentiment: Strong Buy

  • Reply to

    The Sprint Factor

    by bsftshareholder Mar 3, 2014 3:02 PM

    we will see broadsoft go up further

  • Position of strength.

    March 28th, 2013 by Rob Powell

    With its recent M&A moves in mind, the markets are trying to guess Oracle’s next target. And it does seem likely there will be a next target, since integrating Acme Packet and Tekelec doesn’t add up to an endgame just yet. The lucky company annointed by analysts as the one with the biggest bullseye on its back appears to be BroadSoft, and I’ve got to admit it makes a lot of sense.

    Take session border controllers, signaling, policy control, and subscriber data management and it all adds up to serving the VoIP community with everything but an actual cloud-based UCV and VoIP application platform. So when one looks for such a provider with extensive relationships with carriers around the world, limited legacy baggage, the patents to back it up, and solid financials, BroadSoft just jumps right off the page. Oracle+Acme Packet+Tekelec+BroadSoft would be an immediate force to be reckoned with in supplying the next generation of cloud-powered UC across next generation networks and devices.

    Of course, there’s been no indication that BroadSoft is interested in a deal. But as a public company it’s just a matter of price, and if Oracle wants it enough they could certainly afford to make BroadSoft an offer that shareholders won’t refuse. They took a big hit with Q4 earnings due to weaker than expected forward guidance, although the stock has recovered about half of what it lost since then. But when it comes to life as an M&A target, they should be negotiating from a position of strength. In fact, the possibility that Oracle might be interested might well bring other bidders out of the shadows.

    Sentiment: Strong Buy

  • Reply to

    Is Oracle Hungry for BroadSoft?

    by counterpathip Mar 12, 2014 7:27 PM

    Why Oracle Playbook Points To Acquisition Of Broadsoft

    Mar. 11, 2013 10:16 AM ET | About: BSFT, ORCL, Includes: APKT
    Disclosure: I am long BSFT. (More...)
    Oracle dipped its toe in the VOIP/Unified Communications sector last month with the acquisition of Acme Packet (APKT). When the deal was announced even the most steadfast, Larry Ellison Oracle believers were shaking their heads questioning the rationale of the deal. Why would Oracle get into the telecom equipment market and why with a niche company like Acme Packet? After reviewing Oracle's history of entering new segments, it appears as though they are following their tried and true method of dipping their toe, integrating an early leader and then consolidating the space. I believe APKT acquisition was the first step in consolidating the VOIP/UC space and an acquisition of Broadsoft (BSFT) will happen over the next six to twelve months.

    Sentiment: Strong Buy

  • March 12, 2014 06:28 PM Eastern Daylight Time

    CAMPBELL, Calif.--(BUSINESS WIRE)--Market research firm Infonetics Research released excerpts from its 4th quarter 2013 (4Q13) and year-end Enterprise Session Border Controllers market share, size, and forecast report.

    ANALYST NOTE

    “Demand for enterprise session border controllers (eSBCs) continues to be strong as businesses transition to SIP trunking. North America remains the primary region for the eSBC market, but enterprises in other regions, particularly Europe, are accelerating adoption of SIP trunking, which in turn should positively impact eSBC sales outside North America,” notes Diane Myers, principal analyst for VoIP, UC, and IMS at Infonetics Research.

    ENTERPRISE SBC MARKET HIGHLIGHTS

    In 2013, the global enterprise SBC (eSBC) market grew 42% year-over-year, to $255 million

    Over 3/4 of eSBC revenue in 2013 came from North America.

    Cisco and Oracle are neck-and-neck in the highly competitive enterprise SBC space, where competitors are chipping away at market share.

    Currently, fewer than 10 of vendors make up the majority of global enterprise SBC revenue.

    The competitive landscape within the eSBC market remains dynamic, with over 20 vendors offering some form of SBC functionality; the smaller vendors collectively make up a large portion of total revenue.

    Sentiment: Strong Buy

  • RELATED REPORT EXCERPTS

    Mergers and buyouts stir enterprise telephony market; UC revenue climbs 31% in 2013

    Cloud unified communications, SIP trunking fuel growth in VoIP services market

    Unified communications survey finds video and cloud on the rise in the enterprise"

    Sentiment: Strong Buy

  • Acme Packet

    IMS Xpress

    Acme Packet and BroadSoft® have joined forces to deliver a best-of-breed IP Multimedia Subsystem (IMS) solution called IMS Xpress. IMS Xpress brings together the power of Acme Packet's Net-Net SIP Multimedia-Xpress (SMX) solution, and BroadSoft's BroadWorks® communications application solutions, which are pre-integrated and interoperable to enable easier and quicker deployments. In addition to seamless integration of the technical capabilities, Acme Packet and BroadSoft have aligned their product, sales, service and operations organizations for joint planning, implementation and support of the solution. IMS Xpress is highly scalable, feature rich, less complex to deploy and offers a lower total cost of ownership, as compared to competitive single vendor "end-to-end" IMS offerings.

    Service Provider Benefits

    Industry Leading Solutions

    Both BroadSoft and Acme Packet are recognized industry leaders in their respective markets, and together offer extensive IMS experience. BroadSoft's BroadWorks platform was used in the first ever IMS TAS deployment, and now is in production in over 65 IMS deployments globally. Acme Packet is currently ranked in the top three IMS brands, with over 50% market share in session border controllers.

    Pre-Integrated Alternative offers Lower Costs and Fast Time To Market

    To date, IMS complexity and cost has slowed the roll out of IMS deployments. IMS Xpress offers best of breed elements, which are fully integrated, and tested, streamlining deployment and reducing both upfront costs and operational overhead. There are fewer systems to purchase, deploy, test and maintain, ultimately translating into fewer signaling messages and overall less complexity.

    Scalable Solution with Subscriber Growth

    The modular design enables the solution to be deployed economically in smaller deployments, and scale efficiently to support 100M + subscribers with platform reliability greater than five 9's.

    Sentiment: Strong Buy

  • Superior Communications Services

    BroadSoft's core communications platform, consisting of BroadWorks, BroadCloud™ and BroadTouch™, offers the broadest range of core communication applications, including integrated multimedia calling and conferencing, enhanced messaging and collaboration solutions. IMS Xpress packaged solutions enable service provides to quickly monetize their network investments, with VoLTE, RCS, RCS-e and advanced consumer and business services.

    Streamlined Implementation and Support

    The Acme Packet relationship construct includes joint solution integration and validation; common solution documentation and product configurations guides; and fully aligned implementation and technical support processes. Customers will never get caught in "not our problem" issues, as BroadSoft and Acme Packet service organizations work together to resolve tickets.

    Sentiment: Strong Buy

  • Verizon's third-party testing lab gearing up for VoLTE/IMS devices

    November 13, 2013 | By Tammy Parker

    How close is Verizon Wireless (NYSE:VZ) to offering voice over LTE? Pretty darn close, based on the fact that Spirent Communications announced its 8100 mobile device test system has been selected to ensure that VoLTE/IP Multimedia Subsystem (IMS) devices destined for Verizon's network will comply with industry standards and the operator's certification requirements.

    Wireless device testing company Intertek will actually be the one using the Spirent equipment on behalf of Verizon. Intertek became Verizon's first approved independent, third-party device testing lab back in October 2008.

    "We are responding to the time-sensitive needs of Verizon Wireless by choosing Spirent's 8100 solution and being one of the first commercial labs ready to test VoLTE/IMS," said Ron Bernot, wireless engineering manager at Intertek.

    Deployment of VoLTE will be a crucial step in Verizon's long-term game plan of shuttering its 3G CDMA network. Not only could that reduce network opex, but deleting CDMA support from customer devices could also lower pricing for them in addition to reducing some of their complexity. However, Shammo has cautioned that other functionality, such as multicast, will be added to Verizon's devices over time, and that will keep device pricing from plummeting.

    Verizon's 2014 target for launching VoLTE represents a delay of two years over initial plans. The operator said back in February 2010 that it had installed IMS technology and would use that as a basis for a planned VoLTE service.

    Sentiment: Strong Buy

  • So What Does it Mean for the Stock?

    The one thing I have tried to incorporate into every large position I take is a firm grasp of risk/reward. While most investors get the reward part down firmly, they ignore the risk part at their own peril. Risk for BSFT is they poorly execute a quarter and the stock gets hit, then what do you do? The beauty of BSFT is that it remains such an enviable acquisition candidate that buyers such as Oracle are salivating waiting for BSFT stock to correct so they can pounce and make a bid.

    If BSFT reports a light quarter and the stock sells off in one of the next 3 quarters, I would aggressively buy that weakness as M&A chatter will heat up immediately thereafter.

    Oracle acquired Acme Packet in February, followed by Tekelec in March. Acme Packet and BroadSoft were such great partners and such perfect complements that having one without the other would have been like buying a computer without software to run it. There have been rumblings in the space that the synergies between Acme Packet and BSFT are also so evident that Oracle is just waiting for the optimal moment to move on BSFT.

    As for Google, Google Apps has about 5 million users and 33-50% of the cloud office market. They need BroadSoft’s Unified Communications package to bundle with their office software suite to compete against Microsoft Office 365. This is especially true because Microsoft raised the ante by integrating Skype with Lync.

    As a result, Google desperately needs Broadsoft’s carrier/MSO relationships and carrier-level voice quality.
    Google Voice has been widely panned as a low-end consumer service. William Blair analyst Dmitry Netis estimates that there exists a $300 million opportunity for BroadSoft to monetize the existing Google ecosystem purely based on a $10 per user per month fee. I wouldn’t be surprised if this partnership takes off and leads to an acquisition by Google to stay competitive with Microsoft’s Lync/SharePoint/Skype bundle.

    Sentiment: Strong Buy

BSFT
25.59+0.76(+3.06%)2:26 PMEDT

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