Tuesday, February 8, 2011

Public DPI Vendors (ALLT, PKT, SVC) - Q4 and 2010 Results Comparison

  
All 3 public DPI companies have published 2010 Q4 and full year reports (Procera only provided preliminary, partial, results).

A short comparison follows. See also the 2010 stock performance here and a Q&A panel made recently with the CEOs of all 3 companies (here).

Q4 2010:

Allot CommunicationsProcera
Networks
Sandvine (1)

Symbol

NASDAQ:ALLT

AMEX:PKT

TSX:SVC
Press releaseHere (2)Here (3)
Q4-10 Revenues
$16.2M
$7.3-7.6M
$25M
Q4-09 to Q4-10 change
41%
-19% -  -22%
32%
Q3-10 to Q4-10 change
10%
53.7% - 60%
2%
Q4 Net Income (GAAP)
$1.3M
N/A
$0.9M
Gross margin
72%
N/A
72% 
Market Cap (4)
$331.3M
$82.9M
$435.6M
Cash
$59.4M
N/A
$90.3M
Enterprise Value
$271.9M
N/A
$345.3M

Fiscal Year:
Allot CommunicationsProcera
Networks
Sandvine (1)
2010 Revenues
$57.0M
$20.1- 20.4M
$93.8M
2009 Revenues
$41.8M
$20.1M
$68.8M
Change
36.4%
0-1.5%
36.3%
2010 Net Income
-5.8M
N/A
$5.7M
+195.4%
+117.8%
+40.9%


Comments:
  1. Sandvine numbers were converted at rate of 1:1
  2. Procera published preliminary resutls only.
  3. Sandvine Q4 is November 30
  4. End of day 7 February, 2011

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