The revenue of the developer of the DPI solutions for Roskomnadzor RDP.ru fell by 68%
The financial indicators of RDP.ru – developer of the Rostelecom solution (MOOEX: RTKM) For technical means of counteract threats (TSPU) on the network of telecom operators – significantly reduced last year. So, revenue fell by 68%, and net profit – by 85%. The fall of the indicators was followed by the restructuring of the company, which could be associated with the division of assets for working with state and commercial markets, experts believe.
The revenue of the developer of the DPIs (Deep Packet Inspection-a deep analysis of traffic) for the TSPU of Roskomnadzor RDP.ru (part of Rostelecom) decreased by 68%last year, to 2.3 billion rubles, net profit-by 85%, to 328 million rubles, follows from the explanatory notes to the accounting reports to the accounting reports to the accounting reports Company at the Spark-Interfax, which I got acquainted with Kommersant.
DPI Passes through itself the entire traffic of the network, analyzing the contents of the packages of the transmitted information. The content of the package remains unknown, but DPI can distinguish it by type – for example, the traffic of the messenger from the blocked social network. The DPI solution of RDP.ru is a key element of TSPU, which are installed on the networks of communication operators under the law on “sovereign Runet”. The supply and implementation of TSPU on the networks of all operators as an integrator is engaged in the company “Data – Center for Processing and Automation” (DTSOA), the solutions for which is being developed by RDP.ru, He wrote RBC.
The explanatory note to the reporting says that RDP.ru also fell from the sale of software and software and hardware systems by 68%. Moreover, if in 2022 95%of the company’s sales accounted for DTSOA, then such operations in 2023 accounted for 97%, and in 2024 – 80%.
In addition, from the data of Spark-Interfax, it follows that at the end of April the company had a new co-owner-Graudent JSC, who now owns 59.9% of the company (another 25.01%-at Bashinformsvyaz PJSC, 15% at restrim LLC). Earlier, Bashinformsvyazi belonged to 85%. Also in April, the new legal entity was registered – LLC RDP Enterprise, 90% of which belongs to LLC Restrim. Rostelecom refused to comment on the fall of the financial indicators of RDP.ru, but explained the creation of a new legal entity with an “intra -group restructuring”. In Roskomnadzor, Kommersant said that information on the volume of procurement and installation of TSPU « cannot be provided. » The RDP.ru refused comments, they did not respond to Dsoa to the request “Kommersant”.
“The restructuring of the company can be caused by the separation of the service model so that customers of the public sector and private customers have different“ entry points ”, as well as different tariffs and models of service,” Anna Avamyan, chief analyst of reglock, suggests and confirms the interlocutor familiar with the company’s strategy.
“Now DPI is used by providers mainly for filtering on the lists of Roskomnadzor. The number of TSPU established by TSPU was hardly reduced. Rather, the number of new installations has decreased, since all operators have already been installed, ”explains Yaroslav Zverekov, the founder of the exchange of Baikal-IX traffic. Moreover, according to him, the update of the TSPU for 59 billion rubles, about which He wrote Forbes in September 2024, can provide RDP.ru with a new demand for solutions.
The interlocutor of Kommersant in the telecommunication market explains that Roskomnadzor installs TSPU equipment in “planned mode annually as necessary”. However, in recent years, the department has carried out intensive design work to control content in the Russian Internet segment, explains the commercial director of the Security Code (the company’s cryptoshluse is partially used at TSPU) Fedor DBAR. According to him, this led to a surge of supplies from RDP.ru and « as a result, to the growth of the company’s revenue. » “Probably, the number of such projects in 2024–2025 decreased, which was reflected in the revenue of RDP.ru. Therefore, the fall of indicators is unlikely to indicate any system events in the company, but only about the natural life of the market, ”Mr. DBAR believes. In Vimpelkom, Megafon, MTS, T2, Er-Telecom refused to comment.
:format(webp)/s3/static.nrc.nl/wp-content/uploads/2025/05/19082335/web-1905BINeindhoven.jpg "During the cyber attack on the TU, the scripts for crises were also unreachable. ‘Fortunately they were in our head’")