Tuesday, August 10, 2010

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


All 3 public DPI companies have published 2010 Q2 reports. A short comparison (all sums in US$):

Allot CommunicationsProcera
Networks
Sandvine (1)

Symbol

NASDAQ:ALLT

AMEX:PKT

TSX:SVC
Press releaseHereHere (2)
Q2-10 Revenues
13.6M
4.8M
21.9M
Q2-09 to Q2-10 change
36%
48%
47%
Q1-10 to Q2-10 change
9%
45%
2%
Q2 Net Income (GAAP)
(7.4)M
(0.8)M
2.0M
Gross margin
71%
57%
74%
Market Cap (3)
113M
64M
224.6M
Cash
55.4M
9.7M
89.5M
Enterprise Value
57.6M
54.3M
135M

Comments:
  1. Sandvine numbers were converted at rate of US$0.977 to CAD$1.00
  2. Sandvine Q2 is May 31
  3. End of day August 9, 2010; number of shares based on Q1 reports

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