Thursday, May 7, 2015
With the public tender for Procera Networks stock (see "Procera to be Acquired for $11.50/Share (Current Price $9.51)" - here and here), Q1 is probably the last quarter in which we get the financial results of the 3 leading pure-play DPI vendors.
So, let's enjoy it while we can ..
Q1 2015 market share is very similar to full 2014. Sandvine leads, and Allot Communications shows a small decline.
Procera filling to the SEC for Q1 (here), disclosed that "For the three months ended March 31, 2015, revenue from Itochu Techno-Solutions Corp. represented 14% of net revenue, British Telecommunications plc represented 13% of net revenue, and revenue from Shaw Communications, Inc. and one other customer each represented 11% of net revenue with no other single customer accounting for more than 10% of net revenue. For the three months ended March 31, 2014, no customer accounted for more than 10% of net revenue".