Tuesday, November 6, 2012

DPI Market [Public, Pure Players] Q1-3: $182M; Allot Leads with 43%


With the release of Procera Networks' results, all 3 public DPI companies published their 2012 Q3 reports.

All together, the 3 pure players of standalone DPI devices, Allot Communications, Procera and Sandvine generated $65.9M from products and services (not all targeting the fixed/mobile broadband market) during Q3, and $182.2M during the first 9 months of 2012, compared to $153.4M during the same period in 2011 (+18.8%).

A short comparison for Q3 results:

Q3, 2012
Sandvine
 (Aug 31)
SymbolNASDAQ: ALLTNASDAQ:PKTTSX: SVC
Press release linkHereHereHere
Q3-12 Revenues
$27.8M
$16.1M
$21.8M
Q3-11 to Q3-12 change
38.2%
32.0%
-14.8%
Q2-12 to Q3-12 change
5.2%
9.5%
17.2%
Q3-12 Net Income (GAAP)
$2.4M
$2.8M
-0.9M
Gross margin
69.5%
72%
70%
Market Cap (Nov 6)
$732.6M
$390.3M
$175.6M
Cash
$144.1M
$133M
$73.2M
Enterprise Value
$588.5M
$257.3M
$102.4M





The chart below shows the DPI stocks performance this year, benchmarked against the NASDAQ Index:





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