With the release of Allot Communications' results (and preliminary results from Procera), all 3 public DPI companies published 2012 Q1 reports.
All together, the 3 pure players of standalone DPI devices, Allot Communications, Procera and Sandvine generated $56.3M from products and services (not all targeting the fixed/mobile broadband market) during Q1, compared to $43.3M in the same quarter last year (+30%).
|Press release link||Here||Here (1)|
Q1-11 to Q1-12 change
Q4-11 to Q1-12 change
|Q1-12 Net Income (GAAP)|
|Market Cap (2)|
The chart below shows the DPI stock performance (Dec 30, 2011 - April 30, 2012). All stocks performed very well (Allot +61.4%; Sandvine +57%, Procera +33.2%), benchmarked against the NASDAQ Index (+16.9%):
|Source: Yahoo! Finance|
- Sandvine Q1 is January 31