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 Communications	Procera Networks	Sandvine (1)
Symbol	NASDAQ:ALLT	AMEX:PKT	TSX:SVC
Press release	Here	Here (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 Communications	Procera 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
2010 Stock Performance	+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