Worth a re-read ... Q3 2020 transcript for CRNT .. search for POC

Worth a re-read ... Q3 2020 transcript for CRNT
https://www.fool.com/earnings/call-transcripts/2020/11/02/ceragon-networks-crnt-q3-2020-earnings-call-transc/

Search for POC (proof of concept) ... In my opinion ... N.A is DISH and Pacific Rim is Rakuten ...

" We are very busy with 5G network design wins and POC's processes, as well as with activities around the release of our new 5G products. We are participating in various stages of the 5G selection process for operators throughout the world each with the potential to lead to very large multiyear sales. This, our long-term efforts that began with design wins, progress toward POCs or proof of concept with small initial shipments, and finally, as we believe we'll see volume shipments and deployment. On the POC front, we are preparing for a POC with an emerging greenfield service provider in North America.

It will test a wide coverage, 5G solution with gigabit backhaul to support its up and coming 5G rollout. We are also preparing for a field trial with one of the Pacific Rim leading open network operators following a very successful lab trial. Our solution will provide them with 20 gigabits 5G mid-haul capacity in millimeter-wave spectrum. We have also seen an increased number of design wins, including multiple recent awards from service providers in Europe and North America preparing to transition to 5G."

my opinion ... CRNT wont be cheap for much longer

Posted Jun 29, 2021, 9:55 PM UTC

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