The recent announcements from Procera Networks (See "Procera: Q3 Revenues Decline by 25% Y/Y" - here), and other TEMs (Juniper), resulted in a free-fall for the pure-players DPI shares.



Allot, Procera and Sandvine Stock Performance, 5 Days

The announcement made by Allot Communications on Friday (during the holiday season and weekend in Israel) tries to regain some confidence in the market,

Allot Communications published its Q2 results (revenues on $28.2M, here). During the earning call, the new President and CEO, Andrei Elefant [pictured], who assumed the CEO position on July 1st, provided some observations on the DPI business:

Revenue from EMEA where 62% and bookings from this territory during the quarter indicates a continuous pull up from the 2012 flows. APAC and Americas were

Ofcom has "published a report for Government outlining measures the UK's largest internet service providers have put in place to help parents protect children from harmful content online. This follows an agreement between the Government and BT, Sky, TalkTalk and Virgin Media, the four largest fixed line internet service providers (ISPs), announced in July 2013 [see "UK to Enforce Opt Out Network

Hadar (left) and Elefant,
 Photo: Azi Ronen (2006)

Quotes from Rami Hadar, retiring CEO, Allot Communications (see "Andrei Elefant to Replace Rami Hadar as Allot's CEO" - here), notes during the company's Q1 earning call.

[See "Allot Communications Reports Non-GAAP 17.2% Revenue Growth for First Quarter of 2014" - here]

"Our past experience shows that booking delivered collectively from

  
AT&T announced ".. the launch of AT&T Cloud Web Security for businesses of any size. The new offering will provide real-time protection against viruses, malware, and compromised web sites --- all without the need for on-site equipment ..  built on Blue Coat Systems’ Security Policy and Enforcement Center. It enables customers to enforce consistent global security policies across wired,

A new report by David MacQueen [pictured], Director, Media & Apps, Strategy Analytics  finds that "Global expenditure on operator messaging services, which includes SMS and MMS, declined for the first time in 2013 following its peak in 2012 ..  operator revenue from messaging services fell by almost 4 percent last year to just below $104 Billion. Continued intense competition for subscribers

Fortinet announced that it has ".. partnered with SingTel to immediately roll out secured broadband services to enterprises across Singapore. Running on Fortinet's high performance FortiGate® network security platforms and FortiManager® and FortiAnalyzer® centralised management and reporting appliances, the SingTel Business Fibre Broadband Security Suite intercepts security threats and

Alcatel-Lucent and TDS Telecommunications [see "DPI Deployments: TDS Uses Sandvine" - here] announced that ".. Kindsight security technology is powering TDS’ Hacker Alert service. The Kindsight Broadband Security solution enables TDS to continuously analyze Internet traffic for threats, inform subscribers and provide directions on how to remove ‘malware’ or other infections on a device. TDS