Procera Q3: Revenues from US MSO "decreased dramatically"; 37% Customer

I am a bit late with the coverage of Procera's Q3 results (see "Procera Networks Announces Third Quarter 2014 Financial Results" - here and "Procera: Q3 Revenues Decline by 25% Y/Y" - here), but I thought some of the comments made during the earning call and SEC filling (here) still worth a post:

From a high level perspective we’re seeing consolidation activity in the U.S. MSO market altering