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Bear Of The Day: Aruba Networks
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Aruba Networks Management Discusses Q3 2013 Results - Earnings Call Transcript
Thu, May 16
Aruba Networks' CEO Hosts 2013 Analyst Day Conference (Transcript)
Wed, Mar 27
Aruba Networks' Management Presents at Morgan Stanley Technology, Media & Telecom Conference (Transcript)
Tue, Feb 26
Aruba Networks Management Discusses Q2 2013 Results - Earnings Call Transcript
Thu, Feb 21
Aruba Networks Management Discusses Q1 2013 Results - Earnings Call Transcript
Thu, Nov 15, 2012 • 1 Comment
Aruba Networks Management Discusses Q4 2012 Results - Earnings Call Transcript
Thu, Aug 23, 2012
Aruba Networks Management Discusses Q3 2012 Results - Earnings Call Transcript
Thu, May 17, 2012
Aruba Networks' CEO Hosts 2012 Analyst Day (Transcript)
Wed, Mar 28, 2012
Aruba Networks' CEO Discusses Q2 2012 Results - Earnings Call Transcript
Thu, Feb 16, 2012
Aruba Networks' CEO Discusses Q1 2012 Results - Earnings Call Transcript
Thu, Nov 17, 2011
Aruba Networks' CEO Discusses Q4 2011 Results - Earnings Call Transcript
Thu, Aug 25, 2011
Aruba Networks' CEO Discusses Q3 2011 Results - Earnings Call Transcript
Thu, May 19, 2011 • 1 Comment
Aruba Networks' CEO Discusses Q2 2011 Results - Earnings Call Transcript
Thu, Feb 17, 2011
Aruba Networks, Inc. F3Q10 (Qtr End 03/30/10) Earnings Call Transcript
Thu, May 20, 2010
Aruba Networks, Inc. F2Q10 (Qtr End 01/31/10) Earnings Call Transcript
Thu, Feb 18, 2010
Aruba Networks, Inc. F1Q10 (QTR End 10/31/09) Earnings Call Transcript
Thu, Nov 19, 2009
Aruba Networks, Inc. F4Q09 (Qtr End 07/31/09) Earnings Call Transcript
Thu, Aug 27, 2009
Aruba Networks, Inc. F3Q09 (Qtr End 04/30/09) Earnings Call Transcript
Fri, May 22, 2009
Aruba Networks, Inc. Q2 2009 Earnings Call Transcript
Wed, Feb 25, 2009
Aruba Networks F1Q09 (Qtr End 10/31/08) Earnings Call Transcript
Thu, Nov 20, 2008

University of Cincinnati Upgrades Wireless LAN with Aruba Networks for 100% Wireless Campus

Business Wire (Tue, 8:00AM)
Aruba Networks Wins Networking Vendor of the Year 2013 Award in the Middle East

Business Wire (Mon, 8:00AM)
Regis College Enables “Classroom Without Walls” Using Aruba Networks Wireless Infrastructure

Business Wire (Jun 10, 2013)
Communication More Important Than Technical Skills for the IT Pro of 2020

Business Wire (Jun 6, 2013)
Aruba Networks Delivers Wireless Access for More Than 100,000 Students at Indiana University

Business Wire (Jun 4, 2013)
Hyatt Hotels in Seattle Choose Aruba Networks for Unified Access Guest Network

Business Wire (Jun 3, 2013)
Oil States International, Inc. Standardizes on Aruba Networks for Wireless LAN Infrastructure

Business Wire (May 29, 2013)
Fashion Institute of Technology Deploys Aruba Networks Wireless LAN with ClearPass Access Management System

Business Wire (May 28, 2013)
Aruba Networks Introduces 802.11ac Solution for the Next-Generation Workplace

Business Wire (May 21, 2013)
Aruba Networks Provides WLAN in 300+ Red Robin® Restaurants to Support iPad Use for Managers and Innovative Training Program for New Team Members

Business Wire (May 20, 2013)
Movers & Shakers: Friday’s movers: Uni-Pixel, Autodesk take tumbles

at MarketWatch.com (May 17, 2013)
Midday Movers: DATA, V, ARUN & More

at CNBC.com (May 17, 2013)
Stocks to Watch: Stocks to watch: J.C. Penney, Aruba

at MarketWatch.com (May 17, 2013)
After Hours: Autodesk shares drop after hours; Dell subdued

at MarketWatch.com (May 16, 2013)
After-Hours Buzz: Dell, JCPenney, Autodesk & More

at CNBC.com (May 16, 2013)
Aruba Networks to Present at the Barclays Global Technology, Media and Telecommunications Conference

Business Wire (May 16, 2013)
Aruba Networks Reports Fiscal Third Quarter 2013 Financial Results

Business Wire (May 16, 2013)
Aruba Networks Maps Out New Indoor Location-Based Services with Acquisition of Meridian

Business Wire (May 16, 2013)
Soft Data, Yet Market Overbought; Wal-Mart's Dilemma

at CNBC.com (May 16, 2013)
Earnings Outlook: Cisco expected to report low sales growth

at MarketWatch.com (May 15, 2013)

ARUN vs. ETF Alternatives

Company Description

We securely deliver the enterprise network to users, wherever they work or roam using a combination of solutions. Our adaptive 802.11n Wi-Fi networks optimize themselves to ensure that users are always within reach of mission-critical information. By rightsizing expensive wired local area... More

Sector: Technology

Industry: Networking & Communication Devices

Country: United States

All
| Earnings
| Dividends
| M&A
| On the move

Monday, June 17, 11:10 AM Maxim starts Aruba (ARUN +2.7%) with a Buy and $17 PT, sending shares above $15. The enterprise Wi-Fi hardware vendor is still well below where it traded prior to delivering an FQ2 warning and light FQ3 guidance last month, and receiving many downgrades as a result. Comment! [Tech, On the Move]
Friday, May 17, 12:45 PM Midday top 10 gainers: RSOL +60%. VNDA +23%. SCTY +19%. ORMP +16%. VSAT +16%. COCO +16%. NBG +14%. MHGC +13%. JRCC +13%. MVIS +12%.
Midday top 10 losers: ARUN -27%. UNXL -23%. COSI -14%. AFOP -12%. MNGA -12%. FSGI -10%. YOKU -10%. ALIM -9%. EGLE -9%. GIG -9%. Comment! [On the Move]
Friday, May 17, 10:16 AM Aruba (ARUN -26.8%) is slammed with 9 downgrades after providing light guidance to go with its FQ3 results. Aruba is "likely dealing with a multi-quarter, if not structural, change in its competitive landscape and growth rate," writes Needham, cutting shares to Hold. Wells Fargo, downgrading to Market Perform, notes Cisco (CSCO - 27% Y/Y Wi-Fi growth in FQ3) is extending its efforts to bundle Wi-Fi hardware with other enterprise gear to Europe/Asia, and that Aruba plans to invest more to compete better. Along with the report, Aruba announced it's buying Meridian Apps, a developer of mapping/navigation software for hotels, subways, hospitals, etc. (transcript) Comment! [Tech, On the Move]
Friday, May 17, 9:10 AM Premarket gainers: MHGC +20%. NBG +19%. JRCC +8%. HALO +6%. RKUS +5%.
Losers: ARUN -27%. ADSK -7%. Comment! [On the Move]
Thursday, May 16, 5:41 PM After-hours top gainers, as of 5:15 p.m.: SINA +4.7%. EA +2.7%. NBG +2.5%. AKAM +2.4%. DYAX +2.4%.
After-hours top losers: ARUN -13.7%. ADSK -5.2%. BRCD -4.9%. JWN -3.5%. EGLE -2.4%. Comment! [On the Move]
Thursday, May 16, 5:38 PM Aruba (ARUN) -16.2% AH after guiding on its FQ3 call for FQ4 revenue $148M-$150M and EPS of $0.10-$0.12, below a consensus of $157.1M and $0.17. Management admits it's seeing tougher competition from Cisco (CSCO), which is now bundling its Wi-Fi solutions with its routers and data center products - Cisco just reported 27% Y/Y growth for April quarter Wi-Fi sales. Aruba now -34% since its May 7 warning. Comment! [Tech, Earnings, On the Move]
Thursday, May 16, 4:06 PM Aruba Networks (ARUN): FQ3 EPS of $0.11 misses by $0.01. Revenue of $147.1M misses by $7.49M. Shares -2.3% AH. (PR) Comment! [Earnings, Breaking News, Tech, On the Move]
Thursday, May 16, 12:10 AM Notable earnings after Thursday’s close: ADSK, AMAT, ARUN, BRCD, DELL, JCP, JWN, SINA, VNET Comment! [Earnings]
Wednesday, May 15, 5:35 PM Notable earnings after Thursday’s close: ADSK, AMAT, ARUN, BRCD, DELL, JCP, JWN, SINA, VNET Comment! [Earnings]
Wednesday, May 15, 5:32 PM More from Cisco's (CSCO) call: Orders +4% Y/Y, better than FQ2's flat growth. Americas +7% (+2% in FQ2) with U.S. public sector +5% after many quarters of weakness. EMEA flat, better than FQ2's -6%. Asia-Pac/Japan +1%, down from +3% due to tough comps and China issues. "Emerging countries" +13%, aided by India's +29%. Book-to-bill around 1. Switch revenue -2% Y/Y as campus weakness (share loss?) offsets data center/10G strength. Routers flat. Wi-Fi +27% in spite of warnings from ARUN and RKUS; carrier Wi-Fi +100%. Data center +77% as UCS servers keep gaining share. Security -4%. The carrier capex environment is still soft, but Cisco claims share gains. Product mix impacted gross margin guidance. (previous) Comment! [Tech, Earnings]
Tuesday, May 7, 7:02 PM Though Ruckus (RKUS -26.2%) claims its Q1 miss and soft guidance aren't tied to competition, "it is difficult to reconcile the implied disparity between Ruckus’ growth and that of the overall [carrier] Wi-Fi market," says Lazard, discussing its downgrade to Neutral. However, other companies, such as F5 and Fortinet, have also reported soft carrier demand for discretionary projects. Meanwhile, Raymond James thinks Ruckus and Aruba's (ARUN -22.8% - previous) warnings, along with Motorola Solutions' (MSI) guidance, suggests enterprise Wi-Fi growth is slowing. Market leader Cisco (CSCO -2%), whose Wi-Fi unit posted 27% Y/Y growth last quarter, reports on May 15. 2 Comments [Tech, Earnings, On the Move]
Tuesday, May 7, 12:52 PM Midday top 10 gainers: FSGI +28%. ARCI +27%. ININ +18%. MELI +18%. NLS +18%. PRTS +18%. REED +16%. PODD +14%. LAS +12%. MKTG +12%.
Midday top 10 losers: DCO -27%. RKUS -25%. GNK -24%. CUTR -23%. ARUN -22%. SNTA -15%. AMRI -12%. PIKE -12%. TA -12%. PTRY -11%. Comment! [On the Move]
Tuesday, May 7, 9:33 AM Aruba Networks (ARUN -19.6%) dives after warning it expects FQ3 (April quarter) revenue of $144M-$147M and EPS of $0.11-$0.12, well below a consensus of $160.5M and $0.20. The enterprise/carrier Wi-Fi hardware maker says it "saw a push out in customer orders across the Americas, Europe and Asia," something it mostly blames on macro. The warning comes as rival Ruckus (RKUS -21.1%) gets crushed due to a Q1 miss and light Q2 guidance, and is hit with a downgrade to Neutral from Lazard. Aruba depends more on enterprise sales than Ruckus; both face strong competition from Cisco (CSCO -1.1%), which seems to be lower in sympathy. 1 Comment [Tech, Earnings, On the Move]
Tuesday, May 7, 9:13 AM Premarket gainers: SNTS +11%. ALU +11%. CVLT +8%. HIMX +7%. NSM +7%. FOSL +6%. DTV +6%.
Losers: RKUS -24%. ARUN -17%. AKRX -7%. PAL -6%. 1 Comment [On the Move]
Monday, May 6, 4:33 PM Ruckus (RKUS) blames its Q1 miss on "delayed deployments by several service provider customers in the Americas, as well as challenging market conditions in China;" company insists competition isn't a factor. Q2 guidance is for revenue of $61M-$64M and EPS of $0.03-$0.04, largely below a consensus of $67.1M and $0.04. Gross margin rose 170 bps Q/Q and 390 bps Y/Y to 67.9%, a big reason the EPS miss wasn't as bad as the revenue miss. Opex +62% Y/Y, well above rev. growth of 27%. RKUS -17.9% AH. ARUN -2.8% in sympathy. CC at 5PM ET (webcast). (PR) Comment! [Tech, Earnings, On the Move]
Monday, April 15, 5:42 PM Netgear (NTGR) -3.8% AH after resuming trading in the wake of its Q1 warning; shares are now about $1 above their 52-week low of $28.68. A couple of peers are down slightly in AH trading: FFIV -0.7%. ARUN -0.9%. Comment! [Tech, On the Move]

jimnewman75
$ARUN misses EPS consensus by $0.02. Mixed with lowered expectations this will hurt the stock price a bit more.
May 16, 4:49 PM
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det9
Bought $ARUN 21.68.
Apr 18, 2:26 PM
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det9: Stop 21.44. Play on all tech earnings. It has been depressed lately.
Apr 18, 2:27 PM
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det9: Stopped out. Bad play.
Apr 19, 10:49 AM
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ltfinger
New Downgrades (4/1/13): $AAPL, $AIT, $ARUN, $AXE, $CIR, $CRR, $CRS, $DGI, $DVN, $KOP, $LNN, $MEAS, $MNRO, $ROG, $SXI, $TEX, $TM, $TNC
Apr 2, 1:13 AM
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det9
$ARUN as expected.
Apr 1, 10:14 AM
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det9
$ARUN broke its resistance. If it closes below 24.8 we will see 22-23 pretty soon
Mar 28, 10:31 AM
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Sergey Gorshunov
Yesterdays insider transactions with max returns:SELL: $CSV,$CSTR,$ANGI,$TRN,$ARUN for more info http://prognolic.com
Mar 22, 7:48 AM
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det9
Sold $ARUN 25.06 to 25.24. Do not want too many longs here
Mar 21, 2:28 PM
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det9
Bought $ARUN @ 25.08. 25$ has been a strong support. I put stop @ 24.85. Lets see if it works
Mar 21, 10:23 AM
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det9
Covered $ARUN 25.20 from 25.76. 1 day.
Mar 21, 10:15 AM
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det9
Sold $ARUN short @ 25.75. Covered this yesterday @ 25.08 I think.
Mar 20, 11:48 AM
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LATEST REPLIES

det9
Bought $ARUN 21.68.
Apr 18, 2:26 PM
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det9: Stop 21.44. Play on all tech earnings. It has been depressed lately.
Apr 18, 2:27 PM
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det9: Stopped out. Bad play.
Apr 19, 10:49 AM
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det9
Have been busy with corporate meetings all day. Sold $QRE 17.35 from 16.52, Shorted $LZB @ 18.80, $ARUN 25.80, $CRZO 25.35 Bought 1500$ UVXY
Mar 8, 9:35 PM
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det9: $UVXY I mean
Mar 8, 9:36 PM
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det9: Shorted more $LZB @ 19.40
Mar 20, 11:27 AM
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det9
Sold 20% of my portfolio. Shorted $ARUN @ 24.85
Feb 27, 12:12 PM
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SKS1586: Congratulations for preserving Capital & protecting Profits. Do not be in Panic-Market will chug along till April-with minor corrections
Feb 27, 12:20 PM
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det9
Shorted ARUN on Fri @ 22.20
9/16/12
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det9: Covered ARUN @ 19
10/10/12
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justiciareal: should have just held this short and saved yourself all that commission
Feb 7, 3:02 AM
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det9
Covered $ARUN 21.85 from 23.61 in 1 day.. This one could fall further but just taking gains
Feb 6, 9:34 AM
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Ocean Man: Nice play on ARUN.
Feb 6, 8:44 PM
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det9: Thanks OM:) Last 10 trades with $ARUN, 9 wins, 1 loss.
Feb 7, 1:51 AM
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det9
Portfolio ended in green today which was least expected. Thanks to $ARUN and $EOG shorts. Reduced holdings by 30% to save some cash
12/27/12
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Ocean Man: Ah, I get it. Nice timing.
12/28/12
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det9: Ran out of margin to short it again at the end of the day. Did not see much around today. Shorted $CROX at 13.90 few min ago.
12/28/12
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det9
Shorted $ARUN again 20.88 after covering at 20.46 after couple of hours ago. Stop @ 21.30
12/21/12
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det9: from some of $BBRY profits
12/21/12
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det9: Covered @ 20.33
12/27/12
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Ryan Mallory
Lazy Trade Long & Short: ARUN & DNKN http://bit.ly/TFbzIN
8/15/12
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kingShehi: I ended up selling some covered calls after today's 16% move. I think this was mostly short covering.
8/24/12
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Maria Auziliadora: ARUN was a geat trade noe i am going after F and NKE
8/24/12
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Ocean Man
Bought Sep strangles on ARUN for $2.42. $18 calls and $17 puts. IV capture.
8/21/12
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Ocean Man: No, but I like them long-term.
8/24/12
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Maria Auziliadora: I have them long term I love that dividend
8/24/12
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realornot
Another one on ARUN and CRM ???
11/17/11
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0ZJ: Not sure what's propping ARUN up for this long. Their entire sales pitch is "We're cheaper than Cisco."
11/17/11
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ARUN Aruba Networks, Inc.

ARUN

Aruba Networks, Inc.