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F5 Networks, Inc. (FFIV)

  • Mar. 7, 2012, 10:47 AM
    F5 Networks (FFIV +2.9%) gains on positive comments out of ThinkEquity this morning, saying the recent weakness in the stock creates a buying opportunity. The firm notes that after conducting channel checks, it believes momentum is accelerating.
    | Mar. 7, 2012, 10:47 AM | Comment!
  • Mar. 5, 2012, 2:15 PM
    Though it rates F5 Networks (FFIV) a Neutral, UBS is lifting its estimates and PT, citing positive trends in data center and mobile capex, as well as management's comments at the Mobile World Congress. UBS notes F5 is a supplier to Facebook (FB), which plans on nearly tripling its capex in 2012 to $1.7B, and believes its position relative to CTXS and CSCO in the application delivery controller market is solid.
    | Mar. 5, 2012, 2:15 PM | Comment!
  • Feb. 21, 2012, 2:39 PM
    F5 Networks (FFIV) is moving to expand its presence in the mobile infrastructure market. F5, whose applications delivery controllers often interface with servers delivering mobile content, is acquiring Traffix Systems, a provider of traffic signaling software for 4G networks. F5 is also announcing partnerships with several providers of mobile device management software.
    | Feb. 21, 2012, 2:39 PM | Comment!
  • Feb. 2, 2012, 9:57 AM
    F5 Networks (FFIV) benefits from the rapid adoption of server virtualization, says CEO John McAdam in an IBD interview, since companies use F5's application delivery controllers (ADCs) to optimize the workloads of virtual machines. McAdam adds F5, which still has 47% of the fast-growing ADC market in spite of increasing competition, is open to making acquisitions in the security and telecom hardware spaces.
    | Feb. 2, 2012, 9:57 AM | Comment!
  • Jan. 24, 2012, 12:47 PM
    Strong Q4 reports (I, II, III) from VMware (VMW +7.3%), EMC (EMC +5.7%), and Polycom (PLCM +18.2%) are providing a lift to some high-beta enterprise IT and telecom names. FFIV +1.8%. RVBD +1.7%. APKT +3.1%. FIO +3.1%. OCZ +6.4%. STEC +3.2%. (VMW transcript) (PLCM transcript)
    | Jan. 24, 2012, 12:47 PM | Comment!
  • Jan. 20, 2012, 9:14 AM
    IDC thinks the rapid growth of the market for WAN optimization gear, used to improve Internet access speeds for remote offices, could make market leader Riverbed (RVBD) an acquisition target this year, in spite of its $4.5B market cap. FFIV and AKAM are also seen as buyout targets. Riverbed recently bought the assets of smaller rival Expand Networks.
    | Jan. 20, 2012, 9:14 AM | Comment!
  • Jan. 19, 2012, 10:23 AM
    F5 Networks (FFIV +10.9%) is off to the races after strong sales of its Viprion 2400 mid-range switch helped it beat FQ1 estimates and deliver solid FQ2 guidance. Also helping is an upgrade to Buy from BofA, which is impressed with F5's performance in the face of macro and seasonal weakness. Rising in sympathy: RVBD +4.4%. ARUN +6.7%. JNPR +3.5%. RDWR +2.2%. PKT +2.4%. (transcript)
    | Jan. 19, 2012, 10:23 AM | Comment!
  • Jan. 18, 2012, 4:25 PM
    More on F5 Networks (FFIV): FQ1 beats estimates across the board on a 19% Y/Y jump in revenue, boosted by strong global sales in its Viprion product line, particularly North America. The company also guides FQ2 higher, saying EPS will be around $1.05 - $1.07 on revenue of between $332M - $337M. Street estimates are for earnings of $1.05 per share on $331M in revenue. Shares +5.4% AH.
    | Jan. 18, 2012, 4:25 PM | Comment!
  • Jan. 18, 2012, 4:22 PM
    F5 Networks (FFIV): FQ1 EPS of $1.03 beats by $0.02. Revenue of $322.4M (+19.8% Y/Y) beats by $3M. Shares +4.9% AH. (PR)
    | Jan. 18, 2012, 4:22 PM | Comment!
  • Jan. 18, 2012, 12:10 AM
    Notable earnings after Wednesday's close: EBAY, FFIV, FUL, KMP, SLM, XLNX
    | Jan. 18, 2012, 12:10 AM | Comment!
  • Jan. 10, 2012, 2:15 PM
    While Auriga isn't too concerned about Juniper's (JNPR +0.2%) Q4 warning, Wedbush (Neutral) thinks it suggests other names dependent on service provider capex, such as CSCO, FFIV, NTCT, BSFT, ALLT, and RDWR, "could see volatility" going forward. Meanwhile, Goldman (Neutral) thinks Juniper's warning is partly due to share losses to Cisco in the core router market.
    | Jan. 10, 2012, 2:15 PM | Comment!
  • Jan. 9, 2012, 4:24 PM
    Juniper (JNPR) drops 3.6% AH after warning it expects Q4 revenue of $1.1B-$1.2B and EPS of $0.26-$0.28, largely below a consensus of $1.19B and $0.34. In what appears to be a vindication of negative comments made last month by UBS, Juniper blames the shortfall on weak service provider demand, particularly in the U.S.. CSCO -0.8%. CIEN -1.4%. FFIV -1.1%. RVBD -1.4%. ALU -1.3%.
    | Jan. 9, 2012, 4:24 PM | Comment!
  • Jan. 9, 2012, 3:57 PM
    Networking stocks enjoy a big boost after Juniper (JNPR +5.4%) and F5 (FFIV +3.7%) get upbeat reviews from Sanjiv Wadhani of Stifel Nicolaus, who says his checks "show that the pipeline is solid, which should bodes well for March quarter guidance." Juniper likely will report an in-line quarter, he says, noting that bookings appeared to pick up in December.
    | Jan. 9, 2012, 3:57 PM | 2 Comments
  • Jan. 4, 2012, 9:31 AM
    Acme Packet's (APKT -18.4%) Q4 bombshell is leading to broad-based weakness in networking equipment names, as the company's soft guidance and comments about soft demand from North American telcos lead to fears of a weak 2012 capex environment. JNPR -4%. FFIV -3.5%. RVBD -2.6%. ALU -5.9%. ERIC -3.6%CSCO -1.1%. ARUN -3.8%.
    | Jan. 4, 2012, 9:31 AM | 1 Comment
  • Dec. 27, 2011, 9:18 AM
    Though overall telecom capex growth is expected to be modest over the next few years, mobile data spending is expected to be an area of strength: Cisco's (CSCO) Visual Networking Index forecasts mobile data traffic per user will grow by 15x or more between 2010 and 2015 in many large markets. Some key providers of mobile data networking gear: ERIC, JNPR, FFIV, ALLT, PKT. (previously)
    | Dec. 27, 2011, 9:18 AM | Comment!
  • Dec. 21, 2011, 10:56 AM
    Unsurprisingly, many enterprise IT names are getting clobbered thanks to Oracle's (ORCL -14.5%) FQ2 miss. Tibco (TIBX -13.5%), due to report after the close, is among the hardest hit, though other high-P/E software names are also off strongly. INFA -11.1%. CVLT -15.8%. CTXS -7.3%. CRM -7.2%. The pain also extends to rivals SAP (SAP -6.3%) and IBM (IBM -3.7%), and networking firms F5 (FFIV -7%) and Riverbed (RVBD -5.6%). (more on ORCL)
    | Dec. 21, 2011, 10:56 AM | 1 Comment
Company Description
F5 Networks Inc is a developer and provider of software-defined application services designed to ensure that applications delivered over Internet Protocol (IP) networks are available to any user, anywhere, anytime, on any device and on any network.
Sector: Technology
Country: United States