Public DPI Vendors (ALLT, PKT, SVC) - Q2 2011 Results Comparison

 
All 3 public DPI companies published Q2 2011 reports (a week earlier, this time). All together, the 3 pure players of standalone DPI devices generated $52.2M from products and services (not all targeting the service providers market) during Q2 and $95.5M during the first half of 2011.

Are we on our way for a $500M DPI market this year (here)? Hard to tell without the numbers from the private and larger players (Cisco, Huawei, Ericsson, ALU and NSN), but we do see a nice growth.

A short comparison and a stock performance comparison (with the NASDAQ index) chart for Q2 follow:

	Allot Communications	Procera Networks	Sandvine
Symbol	NASDAQ:ALLT	AMEX:PKT	TSX:SVC
Press release link	Here	Here	Here (1)
Q2-11 Revenues	$18.5M	$9.7M	$24.0M
Q2-10 to Q2-11 change	35%	102%	11%
Q1-11 to Q2-11 change	8%	40.6%	19.2%
Q2-11 Net Income (GAAP)	$1.6M	$0.2M	$0.1M
Gross margin	71%	62%	77%
Market Cap (2)	$355.4M	$131.4M	$309M
Cash	$63.5M	$36.8M	$80.4M
Enterprise Value	$291.9M	$94.6M	$229.0

 Comments:

1. Sandvine Q2 is May 31 (as of Q1, the company reports in $US)
2. End of day July 30,2011

Israeli MNOs - Do They Keep the Net Neutrality Law?

  

Amitai Ziv (picture) has a story today in the Israeli news site, TheMarker, on Net Neutrality.

As Israel has a Net Neutrality law for wireless services (see "Net Neutrality [Israel] - Parliament Approved Wireless Neutrality" - here), it is interesting to see the comments he got by the 3 mobile operators:

• Pelephone (here): "we study the subject and will act according to the law"
   
• Cellcom (here): "we act according to the law"
   
• Partner (here): "we keep the net Neutrality principle and operate according to regulation and our license terms. We do not prevent access to any network service. As guided by the regulator, we use systems to optimize network resources and prevent malicious activities by the subscribes"

See - here (in Hebrew). I was also interviewed to the article.