Spirent Communications - SPT Stream Log

Short vid from spirent management. Overview of the business & market trends: [link]

Panmure's note on Spirent, it's up on Research Tree: "5G is not on the radar – well, it is and it isn’t. We think 5G commercial volumes kick off in 2020 and maybe Keystone nets some revenue at Keystone c2018 and possibly Spirent in later 2019 onwards (ie outside our forecast window). We are therefore somewhat surprised to see Sprint Inc announce 5G tests during the summer’s US Soccer-ball fest. With 4G grinding on and 5G being still at the definition stage the news reminds us that the march of technology is ever on-ward. As news filters through to the investor community, expect ..."

"5G is not on the radar – well, it is and it isn’t. We think 5G commercial volumes kick off in 2020 and maybe Keystone nets some revenue at Keystone c2018 and possibly Spirent in later 2019 onwards (ie outside our forecast window). We are therefore somewhat surprised to see Sprint Inc announce 5G tests during the summer’s US Soccer-ball fest. With 4G grinding on and 5G being still at the definition stage the news reminds us that the march of technology is ever on-ward. As news filters through to the investor community, expect ..."

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