Tuesday, November 9, 2010

Public DPI Vendors (ALLT, PKT, SVC) - Q3 Results Comparison

 
All 3 public DPI companies have published 2010 Q3 reports. A short comparison (all sums in US$) and a Q3 stock performance chart (compared to the NASDAQ Index) follows:
 
Allot CommunicationsProcera
Networks
Sandvine (1)

Symbol

NASDAQ:ALLT

AMEX:PKT

TSX:SVC
Press releaseHereHere (2)
Q3-10 Revenues
14.7M
4.75M
24.4M
Q3-09 to Q3-10 change
36%
3%
53%
Q2-10 to Q3-10 change
8%
0%
9%
Q3 Net Income (GAAP)
0.8M
(0.7)M
2.2M
Gross margin
72%
57%
74%
Market Cap (3)
164.9M
55.0M
313M
Cash
56.2M
8.3M
89.6M
Enterprise Value
108.7M
47.3M
223.2M

Comments:
  1. Sandvine numbers were converted at rate of 1:1
  2. Sandvine Q3 is August 31
  3. End of day November 9, 2010

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