FatPipe (FATN): One Call, That’s Al"l: How a Small SD-WAN Vendor Beats the "Big Boys"
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In this episode of the WTR Small Cap Spotlight podcast, Dr. Ragula Bhaskar, Co-Founder, Chairman and CEO of FatPipe, Inc. (Nasdaq: FATN), joins WTR Analyst James Kisner and host Tim Gerdeman, Co-Founder of Water Tower Research. FatPipe sells routers, firewalls, SD-WAN, cybersecurity, and network visibility as a single software stack, with a co-managed service aimed at SMB customers that cannot afford a large IT staff.
Dr. Ragula Bhaskar explains how the company wins against Cisco, HPE, and Arista on product and first-party support, summed up as “one call, that’s all,” what new channel partners Carahsoft and Howard Technology Solutions expect from a vendor, and why the $7 million education contract is pulling partners toward larger deals as the sales team grows.
He also covers the shift to monthly recurring billings, where Total Security 360 stands as customers’ existing security contracts come up for renewal, early demand for SATBoost as satellite becomes a cheaper backup link, and the first sales of Constellation, including a data center version and a dedicated data center team planned for the first quarter. The conversation closes with the targets Dr. Ragula Bhaskar uses to run the business: 18% growth and 18% margins.
For additional content, visit www.watertowerresearch.com.