All 3 public DPI companies published Q2 2011 reports (a week earlier, this time). All together, the 3 pure players of standalone DPI devices generated $52.2M from products and services (not all targeting the service providers market) during Q2 and $95.5M during the first half of 2011.
Are we on our way for a $500M DPI market this year (here)? Hard to tell without the numbers from the private and larger players (Cisco, Huawei, Ericsson, ALU and NSN), but we do see a nice growth.
A short comparison and a stock performance comparison (with the NASDAQ index) chart for Q2 follow:
| Symbol | NASDAQ:ALLT | AMEX:PKT | TSX:SVC |
| Press release link | Here | Here (1) | |
| Q2-11 Revenues | $18.5M | $9.7M | $24.0M |
Q2-10 to Q2-11 change | 35% | 102% | 11% |
Q1-11 to Q2-11 change | 8% | 40.6% | 19.2% |
| Q2-11 Net Income (GAAP) | $1.6M | $0.2M | $0.1M |
| Gross margin | 71% | 62% | 77% |
| Market Cap (2) | $355.4M | $131.4M | $309M |
Cash | $63.5M | $36.8M | $80.4M |
Enterprise Value | $291.9M | $94.6M | $229.0 |
Comments:
- Sandvine Q2 is May 31 (as of Q1, the company reports in $US)
- End of day July 30,2011
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