- Infoblox (OTCQB:BLOX) now expects FQ2 (January quarter) revenue of $95M-$96M and EPS of $0.16-$0.17, up from prior guidance of $93M-$95M and $0.12-$0.14. Consensus is at $94.1M and $0.13.
- The company has also announced it has acquired IID, a provider of threat intelligence and analytics services for enterprises and government agencies, for $45M in cash.
- Infoblox, whose security exposure has already been growing, claims the purchase makes it the first enterprise-class DDI (DNS, DHCP, and IP address management) vendor to combine "contextual network data with federated threat intelligence and a dedicated threat research team, to provide context-aware security using infrastructure that customers already have in place." (blog post)
- IID has over 100 clients, including Microsoft and the Treasury Department. The acquisition comes a month after FireEye announced the $200M+ purchase of threat intelligence firm iSIGHT, and as security tech firms in general show greater interest in complementing hardware and/or software offerings with value-added security services meant to address cyber threats.
- Infoblox hasn't yet moved after hours. FQ2 results arrive on the afternoon of Feb. 25.