RE: DPI Market - Q2 ResultsClearly, Sandvine is the leader.
but,
Allot is threatening with an exciting (recent) growth story.
This is why Allot's market cap is higher than Sandvine's market cap.
I believe the market sees Allot as a serious contender to the DPI crown.
Keep in mind that Sandvine has been out-spending the competition which makes them long-term crown favorites (IMO) but it certainly makes the short-term winner less obvious.
As the AT&T's of the world turn to DPI for their networks, who will get that business?
The world's top five service providers by revenue are; AT&T, NTT, Verizon, Deutche Telecom, Telefonica (Infonetics Research). Sandvine has secured two of the top five. Who has or who will get the others?
It is a considerable balancing act to innovate in this new space, creating new DPI offerings, securing business and keep investors content, at every stage of the game. I guess a little faith is needed to believe SVC is going in the right direction or in the better direction compared to the competition.
Interesting times ahead.