[Correction] DPI Market Sees 21% Growth in H1 2012

[Procera Market cap corrected]

With the release of Procera Networks' results, all 3 public DPI companies published their 2012 Q2 reports.

All together, the 3 pure players of standalone DPI devices, Allot Communications, Procera and Sandvine generated $59.4M from products and services (not all targeting the fixed/mobile broadband market) during Q2, and $116M during the first half of 2012, compared to $95.5M during the same period in 2011 (+21.4%).

A short comparison for Q2:

Q2, 2012	Allot Communications	Procera Networks	Sandvine  (May 31)
Symbol	NASDAQ: ALLT	NASDAQ: PKT	TSX: SVC
Press release link	Here	Here	Here
Q2-12 Revenues	$26.4M	$14.7M	$18.6M
Q2-11 to Q2-12 change	43%	52%	-24%
Q1-12 to Q2-12 change	9%	19.5%	-8%
Q2-12 Net Income (GAAP)	$2.7M	$0.77M	-$6.5M
Gross margin	70.6%	63%	74%
Market Cap (Aug 2)	$678M	$435M	$159M
Cash	$159.8M	$131.6M	$77M
Enterprise Value	$518.2M	$303.4M	$82M

The chart below shows the DPI stocks performance this year, benchmarked against the NASDAQ Index: