DPI Market Grew by 19% in 2012 ($252M Revenues for Allot, Procera and Sandvine)

With the release of Procera Networks' results ($16.6M for Q4 - here), all 3 public DPI companies published their 2012 Q4 and full year reports.

All together, the 3 pure players of standalone DPI devices, Allot Communications, Procera and Sandvine generated $70.5M from products and services (not all targeting the fixed/mobile broadband market) during Q4, compared to 58.5M in Q4, 2011 (+20.5%)

This brings the 2012 revenues for the 3 to $252.5M, compared to $211.9 in 2011 (+19%).

A short comparison for Q4 results:

Q4, 2012	Allot Communications	Procera Networks	Sandvine  (Nov 30)
Symbol	NASDAQ: ALLT	NASDAQ:PKT	TSX: SVC
Press release link	Here	Here	Here
Q4-12 Revenues	$26.4M	$16.6M	$27.5M
Q4-11 to Q4-12 change	20%	6.4%	31%
Q3-12 to Q4-12 change	-5%	3.1%	26%
Q3-12 Net Income (GAAP)	-$15.1M	$1.2M	$6.5M
Gross margin	70%	65%	71%
2012 Revenues	$104.8M	$59.6M	$88M
2011 to 2012 Change	34.7%	34.5%	-1.8%
Market Cap (Feb 27)	$465M	$325M	$272M
Cash	$143M	$132M	$74.6
Enterprise Value	$322M	$193M	$197.4M

One year (to Feb 27, 2013) stock performance chart of Allot, Procera and Sandvine benchmarked against NASDAQ: