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

|About: F5 Networks, Inc. (FFIV)|By:, SA News Editor

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)