Fusion Research
Research analyst, oil & gas, tech, mid-cap

Riverbed: On The Growth Path?

With the rapid growth in Internet traffic over the last decade, the necessity of improvement in network performance is here to stay. This creates opportunities for network and application performance solution providers like Riverbed (RVBD).

Expected Global Internet Traffic

(click to enlarge)

Source: Cisco VNI

Business Model

Riverbed Technology manufactures products for improving network bandwidth and application performance. The company provides products under three segments.

1. WAN optimization: Riverbed provides products which enhance data-transfer efficiencies across a wide area network, or WAN. It accounted for 68% of the company's total revenue in the first-quarter of 2013. WAN optimization segment registered, year-over-year, revenue growth of 5% in the first-quarter. Riverbed is placed in the leader quadrant in the

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details