Monday, November 7, 2011

Public DPI Vendors (ALLT, PKT, SVC) - Q3 2011 Results Comparison

All 3 public DPI companies published Q3 2011 reports. All together, the 3 pure players of standalone DPI devices generated $57.9M from products and services (not all targeting the service providers market) during Q3 and $153.4M during the first 9 months of FY2011.

A short comparison and a stock performance comparison (with the NASDAQ index) chart for Q3 follows:

SymbolNASDAQ:ALLTAMEX:PKTTSX:SVC
Press release linkHereHere (1)
Q3-11 Revenues
$20.1M
$12.2M
$25.6M
Q3-10 to Q3-11 change
37%
158%
10%
Q2-11 to Q3-11 change
9%
26%
7%
Q3-11 Net Income (GAAP)
$2.1M
$2.0M
$0.5M
Gross margin
71%
61%
76%
Market Cap (2)
$365.6M
$164.3M
$247.5M
Cash
$66.7M
$34.3M
$75.1M
Enterprise Value
$298.9M
$130.0M
$172.4M



 Comments:
  1. Sandvine Q3 is August 31 (as of Q1, the company reports in $US)
  2. End of day November 4, 2011

1 comment:

  1. Thanks for your analysis and comparison Azi. Very useful.

    ReplyDelete