06-29-2013, 02:16 AM
- we understand that the Enterprise business is performing very well due to movement away from the Blackberry platform in favor of Android within China
-
The Enterprise business should grow well into triple-digit range this year and is a very seasonal 2H-weighted business, which should help NQ attain very lofty sequential revenue growth goals in Q3 and Q4.
-
we believe NQ is pursuing more Tier 1 carrier relationships globally, and while we have no strong sense for the timing,we think it is inevitable that they will occur over time, given the strong and unique economics that NQ offers for carriers