All 3 public DPI companies published Q1 2011 reports. All together, the 3 pure players of standalone DPI devices generated $43.3M from products and services (not all targeting the service providers market).The whole market is expected to generate over $500M this year (see Infonetics chart and here) - but numbers from major players, such as Cisco and Huawei are not available, so we can't measure whether we are on target to break this glass ceiling, and get the attention of the major TEMs (see "Heavy Reading: "DPI will be widely distributed in LTE; NEPs will buy the technology" - here).
A short comparison and a stock performance comparison (with the NASDAQ index) chart for Q1 follow:
| Symbol | NASDAQ:ALLT | AMEX:PKT | TSX:SVC |
| Press release link | Here | Here (1) | |
| Q1-11 Revenues | $17.2M | $6.9M | $19.2M |
Q1-10 to Q1-11 change | 38% | 110% | -7% |
Q4-10 to Q1-11 change | 6% | -7.9% | -20% |
| Q1-11 Net Income (GAAP) | 1.6M | $(0.23M) | $(2.7M) |
| Gross margin | 72% | 61% | 71% |
| Market Cap (4) | $362M | $112M | $327M |
Cash | $61M | $9.4M | $90M |
Enterprise Value | $301M | $102.6M | $237M |
Comments:
- Sandvine Q1 is Feb 28 (as of Q1, the company reports in $US)
- End of day May 10,2011
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