Networked for Gains

06/23/2015 8:00 am EST

Focus: STOCKS

James Oberweis

President, Oberweis Asset Management, Inc.

Jim Oberweis, Jr., money manager, small-cap expert, and editor of The Oberweis Report, highlights two telecom-based opportunities, both suitable for risk-oriented investors.

Broadsoft (BSFT) is a leading global provider of software and services that enable mobile, fixed-line, and cable service providers to deliver hosted, cloud-based Unified Communications, or UC, over their Internet networks.

Traditionally, many enterprises have utilized premise-based private branch exchanges, or PBXs, to connect their offices and people to public telephone networks.

However, hosted UC enables the delivery of PBX features without the need for premise-based equipment. Hosted UC can be delivered through service providers using their own IP-based networks.

Over 700 service providers in more than 80 countries are delivering services utilizing the company’s software. Service providers have deployed an estimated 10+ million UC subscriber lines worldwide using Broadsoft software.

In the company’s latest reported first quarter, sales increased approximately 27% to $55.7 million from $43.9 million in the first quarter of last year.

Broadsoft reported earnings per share of $0.24 in the latest reported first quarter versus $0.07 in the same quarter of last year.

Clients of Oberweis Asset Management own approximately 10,300 shares. These shares may be appropriate for risk-oriented investors.

NeoPhotonics (NPTN) develops optoelectronic products that transmit, receive, and switch high-speed digital optical signals for communications networks.

The company specializes in high-speed (greater than 100 Gb/second) products, which are among the highest growth segments of the optical market.

Over the next few years, high-speed optical networks will migrate from long-haul applications to metro and enterprise data center applications, more than doubling NeoPhotonics’ available market.

In the company’s latest reported first quarter, sales increased approximately 19% to $81.4 million from $68.2 million in the first quarter of last year.

NeoPhotonics Corporation reported earnings per share of $0.13 in the latest reported first quarter versus a loss in the same quarter of last year. Clients of Oberweis Asset Management own approximately 50,000 shares.

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