Neustar -7.2% AH, Ericsson +2.6% on contract e-mail

|By:, SA News Editor

An April 28 e-mail (just made public) from an advisory group suggests Ericsson (ERIC) is close to winning a major phone number contract currently held by Neustar (NSR).

The 5-year contract covers the transfer and management of 500M+ phone numbers, and will kick in after the current contract expires on June 30, 2015.  The FCC has the final say on who wins it.

Bloomberg observes Neustar has generated $3B+ in revenue from number-switching, which it has exclusively handled since 1997.

Ericsson has been trying hard to grow its telecom software/service exposure, and thus cut its dependence on a slower-growing, relatively low-margin mobile infrastructure market.

Ericsson bought top telecom billing and provisioning (OSS/BSS) software vendor Telcordia in 2011, and has made complementary acquisitions since. This week, it rolled out an analytics platform for its OSS/BSS solutions.