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)

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Comments (2)
  • Stone Fox Capital
    , contributor
    Comments (9677) | 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
  • Eric Jhonsa
    , contributor
    Comments (1276) | 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
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