EZchip says revenues can potentially triple from FY12-FY16 Sees FY16 Edge Routers Market revenue to be $12.1B. Says sees NPS to more than double EZchip's TAM in FY16. Says long term Opex expected to grow slower than revenue growth. Comments taken from slides from the company's Q2 earnings conference call presentation.
EZchip sees Q2 revenue $27.5M-$28.5M, consensus $28.3M Sees Q2 gross margins in the 75% range. Says NP-5 product revenues poised for growth in 2015. EZchip (EZCH) expects revenues from Cisco (CSCO) to continue to grow in 2015, 2016. Comments made on the Q1 earnings conference call. EZchip is down 25.24% to $14.62 in mid-morning trading.