Seeking Alpha

More on F5's FQ4: The company says it's seeing smaller deal sizes, particularly among U.S....

More on F5's FQ4: The company says it's seeing smaller deal sizes, particularly among U.S. enterprise and telecom customers. U.S. revenue growth (+16% Y/Y) trailed international growth (+24%). FQ1 guidance blamed on macro issues and seasonality. Deferred revenue balance reached $447.3M, +3% Q/Q and +30% Y/Y. The report arguably has negative implications for Citrix, Radware, and Riverbed. It looks like Barclays was on the mark. CC underway (webcast). FFIV -10.7% AH. RDWR -1.9%. (PR)
Comments (2)
  • Stone Fox Capital
    , contributor
    Comments (5788) | Send Message
     
    how could the implications be negative for RVBD? It already guided towards a strong Q4 due to the new product cycle. Maybe FFIV doesn't have the right products now.
    24 Oct 2012, 05:19 PM Reply Like
  • SA Editor Eric Jhonsa
    , contributor
    Comments (753) | Send Message
     
    There's a lot of customer overlap, and the companies compete on the fringes. If customer spending in general is declining, it will affect Riverbed some. Shares are down 1% AH.
    24 Oct 2012, 05:21 PM Reply Like
DJIA (DIA) S&P 500 (SPY)
ETF Tools
Find the right ETFs for your portfolio:
Seeking Alpha's new ETF Hub
ETF Investment Guide:
Table of Contents | One Page Summary
Read about different ETF Asset Classes:
ETF Selector

Next headline on your portfolio:

|