Gamma Communications (LON:GAMA) is a communications services provider to the UK business market, with a focus on specific services where the company has a competitive edge.
The share price has dramatically outperformed UK business telco peers in recent years (chart p2). In this report we focus on some of the key differentiators.
Gamma Communications is a communications company. Co. has two main operating segments: Indirect, which sells Co.'s products to channel partners; and Direct, which sells Co.'s products to end users in the SME, Enterprise and Public Sectors together with an associated service wrap. Both operating segments sell a combination of products and services (which is mainly voice traffic from which revenues are derived from channel partners and other carriers as well as rentals for wholesale lines) and growth products and services (which consists of IP voice traffic, rental income derived from SIP trunks, hosted IP voice systems and Gamma's hosted inbound product and data products)
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