Allot Communications filled its 20-F form with the SEC (here). The report has some information on the cost and results of Allot's 2012 acquisitions - Ortiva Wireless (here, here) and Oversi (here).
Rumors are that Allot expects the optimization related sales (Ortiva) to recover at the 2nd half of 2013.
- Ortiva - "The Company paid $ 10,816 in cash as consideration for all the shares of Ortiva .. The results of Ortiva's operations have been included in the Company’s consolidated financial statements since the Ortiva acquisition date. Revenues recognized from the Ortiva acquisition date to December 31, 2012 were $ 3,404 [since May 15, 2012]".
- Oversi - "The total consideration for the acquisition was $ 17,349, which consisted of $ 16,000 in cash and contingent consideration estimated at fair value of $ 1,349 at the Oversi acquisition date .. Pursuant to the Oversi SPA, the Company has a contingent liability to pay additional consideration if Oversi reaches a certain threshold of bookings for the year ended December 31, 2012. As of December 31, 2012, the fair value of the contingent consideration was determined to be $ 1,088, to be paid on April 15, 2013, and is presented in other payables and accrued expenses. The change in fair value of the contingent consideration was recorded in general and administrative expenses.
The results of Oversi's operations have been included in the Company consolidated financial statements since September 4, 2012. Revenues recognized from the Oversi acquisition date to December 31, 2012 were $ 1,954".