F5 Networks, Inc.

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  • Apr. 13, 2012, 4:45 PM

    Whose channel checks on F5 Networks (FFIV -1.6%) are more accurate, William Blair's or Piper's? The former said on Wednesday its checks painted a downbeat picture, but the latter said today F5 resellers largely finished the March quarter above plan, and that it expects new products, data center trends, and growing security-related sales to drive shares higher. We'll know who's right when F5 reports on Wednesday. (Nomura) (Merrill) (Sterne Agee)

    | Apr. 13, 2012, 4:45 PM | 1 Comment
  • Apr. 11, 2012, 10:28 AM

    F5 (FFIV -4%) sells off after William Blair says its checks indicate the company's sales force "was aggressive in attempting to close deals in North America" at quarter's end, in contrast to the last 2 quarters. The firm still expects F5 to beat FQ2 estimates when it reports next Wednesday, but thinks results will disappoint the high expectations of investors. Nomura recently aired concerns about F5's competition and pricing policies, though Merrill and Sterne Agee are more positive.

    | Apr. 11, 2012, 10:28 AM
  • Apr. 3, 2012, 12:03 PM

    F5 (FFIV +1.3%) makes new 52-week highs after Merrill's Tai Liani raises her PT to $145, arguing the maker of application delivery controller (ADC) switches will also benefit (previously) from Intel's Romley server CPU launch. Romley's integrated 10-Gig interfaces and ability to support extra virtual servers could lead to a greater need for F5's ADCs in cloud and virtualization environments, Liani argues, and so could mobile data demand.

    | Apr. 3, 2012, 12:03 PM
  • Mar. 21, 2012, 6:11 PM

    Nomura's Stuart Jeffrey strikes a guarded tone on high-flying F5 (FFIV). While expecting Internet traffic growth, data center consolidation, and new software features to bolster F5's core application delivery controller (ADC) business, he also notes F5's ADC share fell 250 bps in Q4 (per Gartner) thanks to competition from Citrix (CTXS) and others, and that customers are griping about F5's pricing policies. (McAdams) (Sterne Agee)

    | Mar. 21, 2012, 6:11 PM
  • Mar. 20, 2012, 3:43 PM
    F5 Networks (FFIV -2%) is downgraded to Hold from Buy at McAdams Wright Ragen, which notes shares are up more than 80% since their upgrade in August and shares reflect full value. But the firm adds that barring a negative shift in the global economic landscape, business trends for F5 should remain robust in the near- to mid-term.
    | Mar. 20, 2012, 3:43 PM
  • Mar. 19, 2012, 4:06 PM
    Sterne Agee says checks with F5 (FFIV +0.6%) resellers indicate "positive momentum with new products" such as its VIPRION 2400 mid-range application delivery controller (ADC), as well as "generally positive demand" for ADC products. Though cautioning a "significant portion" of F5's FQ2 sales will occur in the next 2 weeks, it's confident sales cycles remain intact. Shares made new 52-week highs earlier today, but subsequently pulled back.
    | Mar. 19, 2012, 4:06 PM
  • Mar. 14, 2012, 9:23 AM

    Though broadband subscription growth is leveling off in many nations, online video demand (much of it for non-PC devices) should nonetheless drive a 12x increase in wireline and mobile broadband traffic between 2010 and 2015, says IDC. Cisco's Visual Networking Index also projects strong traffic growth, which telecom equipment makers are counting on to make their recent woes a mere hiccup.

    | Mar. 14, 2012, 9:23 AM
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
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