Clavister: Order from tier-1 operator in North America

Research Note

2018-09-21

08:22

Yesterday Clavister announced that its virtual security solution had been selected by a tier-1 North American communication service provider (CSP). After a period of weaker momentum within the CSP segment, we view this as an important order, more than anything the order signals that Clavisters product is still in a leading position. The unknown factor in the CSP segment continues to be the rollout pace (one of the main risks in the investment case).

HH

Havan Hanna

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