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Alpha: Simon Thompson spies big profits for Big Data

A robust sales pipeline and a game-changing acquisition are supportive of a step-change in profits for this under-the-radar firm.
February 4, 2019

An expanded geographic footprint following a game-changing acquisition last year and a steady organic expansion in revenues are supportive of further profits growth for this niche software company. Offering Big Data marketing solutions to telecom operators, the upside potential is not reflected in a forward PE ratio of just 7.  

The telecoms industry is highly competitive and operators are selling their services into mature, saturated and commoditised markets. To meet the challenges Telcos face in reducing churn and maximising revenue from their subscribers, the company identified in this report has created cutting edge software to manage huge volumes of data and make real-time behavioural insights. This information can be used by Telcos to greatly increase their marketing efficiency and is creating a raft of new commercial opportunities. 

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