- In addition to beating FQ2 estimates, Infoblox (OTCQB:BLOX) is guiding for FQ3 revenue of $74M-$76M and EPS of $0.06-$0.08, almost entirely above a consensus of $70.9M and $0.06.
- The domain name/IP address appliance vendor added ~250 customers in FQ1. DDI, secure DNS, and cloud products were its main growth drivers - Deutsche talked up Infoblox's private cloud exposure in January.
- Gross margin rose 20 bps Y/Y to 80.1%. GAAP operating expenses rose 6% to $64.6M (compares with 22% revenue growth).
- Shares are up to $23.65 AH. The 52-week high is $24.69.
- FQ2 results, PR