DPI Market [Public, Pure Players] Q1-3: $182M; Allot Leads with 43%

With the release of Procera Networks' results, all 3 public DPI companies published their 2012 Q3 reports.

All together, the 3 pure players of standalone DPI devices, Allot Communications, Procera and Sandvine generated $65.9M from products and services (not all targeting the fixed/mobile broadband market) during Q3, and $182.2M during the first 9 months of 2012, compared to $153.4M during the same period in 2011 (+18.8%).

A short comparison for Q3 results:

Q3, 2012	Allot Communications	Procera Networks	Sandvine  (Aug 31)
Symbol	NASDAQ: ALLT	NASDAQ:PKT	TSX: SVC
Press release link	Here	Here	Here
Q3-12 Revenues	$27.8M	$16.1M	$21.8M
Q3-11 to Q3-12 change	38.2%	32.0%	-14.8%
Q2-12 to Q3-12 change	5.2%	9.5%	17.2%
Q3-12 Net Income (GAAP)	$2.4M	$2.8M	-0.9M
Gross margin	69.5%	72%	70%
Market Cap (Nov 6)	$732.6M	$390.3M	$175.6M
Cash	$144.1M	$133M	$73.2M
Enterprise Value	$588.5M	$257.3M	$102.4M

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