- AudioCodes (AUDC +6.7%) is joining BlackBerry in rally on account of the Facebook/WhatsApp deal after SA contributor Josh Franklin (a long-time bull) argues the company possesses a mobile messaging engine that's "more geared to the enterprise than the consumer, even though it currently supports consumers on [carrier] networks."
- Franklin thinks AudioCodes will will provide the engine and related equipment to carriers trying desperately to compete against platforms such as WhatsApp, Line, and Viber, and that the company could receive both an up-front fee and monthly per-subscriber payments.
- He believes Sprint could end up adopting AudioCodes' solution, thanks to its recent deal with AudioCodes hosted VoIP services partner BroadSoft (BSFT -2.5%), and speculates Google could try to acquire AudioCodes to strengthen its unified communications presence.
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