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
Disclosures and disclaimers