Having followed the telecom market for years, I can assure you that it’s hard to find any slack in this market. I’m even a bit surprised by a Swedish company like this. Margins are notoriously thin, and international competition is fierce. Staying ahead in R&D costs a fortune. Additionally, in fiber optic networks, there are large and established players that major customers prefer: Cisco, Arista, Huawei, HPE, Nokia, Ciena, Juniper, etc.
I’m skeptical. A company like this could end up as an acquisition target, but in recent years, it’s mostly been small companies with new technical innovations that have been acquired. Does Waystream have those?
I’m old-fashioned, so I’m staying away from this based on this information. For those who love a wild ride, this might be a decent choice.