Seeking Alpha

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

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...

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