In the Q4 results conference today, Rami Hadar, Allot's CEO provided some additional information over what was provided in the press release (see "Allot Communications Reports Increased Revenues and Net Profit for Fourth Quarter of 2010" - here).Mr. Hadar said that:
- Region split for Q4 was 57% for EMEA, 19% for the Americas and 24% for Asia Pac. EMEA is expected to continue to be the strongest market for Allot.
- Revenues from Value Added Services (Allot offers security/DDoS prevention, URL filtering and Video caching on top of basic DPI/traffic shaping) was around 10% of revenues during 2010 (i.e. around $5.7M). See also "Allot: "Operators ask for DPI with Value-added Services" - here.
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Hi Azi,
ReplyDeleteWhat do you think about Allot market value this days?
The P\E is about 80-90,isn't it a little expensive considering the fact the CEO said at the conference that entering the US cellular market will take time till the regulations will be clear?
I am not sure that the US cellular market should be used to measure the DPI opportunity. There is a still a long way to go with non-US markets, both with cellular and fixed operators.
ReplyDeleteNevertheless, I believe that DPI vendors should continue developing their products to support additional services ("VAS" or "ECO- system") so a standalone network element will continue to stay ahead of other, embedded (GGSN, for example) solutions.