F5 Networks, Inc. (FFIV) - NASDAQ
  • May 9, 2012, 5:05 PM

    Cisco (CSCO) guides on its FQ3 earnings call (webcast) for 2%-5% FQ4 revenue growth and EPS of $0.44-$0.46, below a consensus of 7.1% growth and EPS of $0.49. CSCO -8.1% AH. JNPR -2.4%. JDSU -1.9%. FFIV -1.4%. RVBD -1.5%.

    | May 9, 2012, 5:05 PM | 3 Comments
  • Apr. 20, 2012, 6:36 PM

    Facebook (FB) has opened its second data center, a giant North Carolina facility that will be followed up by another building that mirrors it. The data center, which features low-power servers based on Facebook's Open Compute Project, stands to receive a large chunk of the company $1.7B in planned 2012 capex. F5 Networks (FFIV) and Fusion-io (FIO) are among the companies providing hardware for Facebook's data centers.

    | Apr. 20, 2012, 6:36 PM | 3 Comments
  • Apr. 19, 2012, 12:07 PM

    A common thread to the market-pleasing earnings reports delivered by F5 (FFIV +11.3%), VMware (VMW +4.4%), and Mellanox (MLNX +43.5%) is that bulls have predicted each company would benefit (I, II) from Intel's (INTC) Romley launch. Thus the reports could indicate other enterprise IT names expected to benefit will also deliver solid reports. Certain peers are rallying: RVBD +3.6%. RHT +2%. CTXS +1.9%.

    | Apr. 19, 2012, 12:07 PM
  • Apr. 19, 2012, 10:38 AM

    F5 (FFIV +11%) surges towards its 52-week high after delivering FQ2 results and FQ3 guidance that calmed fears (I, II) of slowing sales, and validated bulls (I, II) who argued demand remains healthy. Capstone and Wunderlich are upgrading F5 to Buy in response; the latter praises F5's record gross margin and strong book/bill, and (like Merrill) expects Intel's Romley server CPUs to boost demand for F5's switches. (transcript)

    | Apr. 19, 2012, 10:38 AM
  • Apr. 19, 2012, 9:00 AM

    Premarket gainers: HGSI +100%. MLNX +25%. QIHU +22%. GILD +15%. EBAY +9%. CY +8%. CVI +8%. FFIV +7%. DNDN +6%. CTIC +6%. MS +6%. BSX +5%. WOLF +4%. BACV +3%. ASML +3%.
    Losers: ACHN -6%. TNP -6%. QCOM -5%. FTE -4%. EMC -3%. STD -3%. TEF -3%.

    | Apr. 19, 2012, 9:00 AM
  • Apr. 18, 2012, 5:14 PM

    More on F5's (FFIV) FQ2: Company expects FQ3 revenue of $350M-$355M and EPS of $1.12-$1.14, compared with a consensus of $353.1M and $1.14. Strong demand is seen for both mid-range VIPRION 2400 switch and high-end VIPRION 4400. 404K shares repurchased during quarter. In spite of the in-line guidance, F5 is now up 5.9% AH, suggesting recent worries were more than baked in. (PR) (webcast)

    | Apr. 18, 2012, 5:14 PM
  • Apr. 18, 2012, 4:28 PM
    F5 Networks (FFIV): FQ2 EPS of $1.09 beats by $0.02. Revenue of $339.6M (+22.3% Y/Y) beats by $4M. Shares -4.2% AH. (PR)
    | Apr. 18, 2012, 4:28 PM
  • Apr. 18, 2012, 11:36 AM

    Topeka Capital's Brian White joins a lively analyst debate on F5 Networks (FFIV -0.8%) ahead of today's FQ2 report. White, who's reiterating a Buy, expects F5 to deliver a solid quarter, albeit not a blowout. Going forward, he sees a recent upgrade to F5's TMOS OS, the adoption of 4G networks (F5's switches are often used to handle mobile content), and the release of new products such as security solutions acting as positive catalysts. (more)

    | Apr. 18, 2012, 11:36 AM
  • Apr. 18, 2012, 12:10 AM

    Notable earnings after Wednesday's close: AXP, CCK, CVBF, CYS, EBAY, FFIV, LRCX, MAR, NE, QCOM, SLM, STLD, SWK, VMW, WLT, YUM

    | Apr. 18, 2012, 12:10 AM
  • Apr. 17, 2012, 5:35 PM

    Notable earnings after Wednesday's close: AXP, CCK, CVBF, CYS, EBAY, FFIV, LRCX, MAR, NE, QCOM, SLM, STLD, SWK, VMW, WLT, YUM

    | Apr. 17, 2012, 5:35 PM
  • 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
Company Description
F5 Networks, Inc. engages in development of software-defined application services. The firm includes marketing and sale of application delivery networking products. The company was founded on February 15, 1996 and is headquartered in Seattle, WA.
Sector: Technology
Industry: Application Software
Country: United States