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CTXS

Citrix Systems, Inc.

5/25/2013, 5:14 PM ET

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Thursday, May 16, 12:16 PM Cisco JV partner EMC (EMC +4.5%) joins the list of companies rallying in response to Cisco's FQ3 beat and guidance. Cisco mentioned on its earnings call integrated hardware solutions such as Vblock (offered by the Cisco/EMC VCE JV) are driving demand for its UCS servers - Cisco's UCS unit saw 77% Y/Y rev. growth. All in all, it's a good day for enterprise IT names, who are happy to receive some good earnings news after getting plenty of bad news (I, II, III, IV). HPQ +1.7%. IBM +1.3%. ORCL +1.3%. VMW +2.6%. TIBX +4.1%. CTXS +3.9%. CRM +3.8%. JIVE +4.1%. NTGR +2.7%. CVLT +2.6%. INFA +3%. (others rallying: I, II) 1 Comment [Tech, On the Move]
Thursday, April 25, 11:05 AM Light FQ3 guidance isn't stopping F5 (FFIV +5%) from rallying in the wake of its FQ2 report; expectations were depressed thanks to the April 4 warning. On F5's earnings call, management insisted enterprise demand is healthy ahead of a mid-range application delivery controller (ADC) refresh and an update to F5's TMOS OS, even as U.S. telco and federal demand remains weak. Strong momentum was also claimed for F5's firewall and 4G infrastructure offerings. Nomura has upgraded shares to Buy, arguing "the market may be overstating the competitive risks to F5" from Citrix (CTXS - previous). Up in sympathy: RDWR +4%. RVBD +4.8%. Comment! [Tech, Earnings, On the Move]
Thursday, April 25, 9:12 AM Premarket gainers: MPG +23%. INFN +19%. AKAM +17%. FIO +16%. CLF +8%. YNDX +7%. NXST +7%. NOW +7%. CAB +6%. CAKE +6%.
Losers: XIDE -15%. WHX -14%. INTU -13%. ZNGA -9%. MLNX -8%. AVEO -7%. CTXS -7%. 1 Comment [On the Move]
Wednesday, April 24, 5:52 PM After-hours top gainers, as of 5:15 p.m.: AKAM +16%. FIO +12%. AVG +10%. ANGI +8%. BYI +6%.
After-hours top losers: SUPN -14%. CTXS -12%. EQIX -11%. INTU -10%. ZNGA -8%. Comment! [On the Move]
Wednesday, April 24, 4:55 PM Tech guidance roundup: 1) Equinix (EQIX - earnings) expects Q2 revenue of $530M-$534M, below a consensus of $534.7M. 2013 revenue is expected to be greater than $2.2B vs. a consensus of $2.22B. 2) F5 (FFIV - earnings) expects FQ3 revenue of $355M-$365M and EPS of $1.06-$1.09, below a consensus of $369.7M and $1.06-$1.09. A new $200M stock buyback has been authorized. 3) Citrix (CTXS - earnings) expects Q2 revenue of $705M-$715M and EPS of $0.62-$0.63 vs. a consensus of $711.5M and $0.70. 2013 guidance is for revenue of $2.95B-$2.98B and EPS of $3.08-$3.11 vs. a consensus of $2.97B and $3.14. EQIX -11.5% AH. FFIV -0.4%. CTXS -9.9%. 1 Comment [Tech, Earnings, On the Move]
Wednesday, April 24, 4:08 PM Citrix Systems (CTXS): Q1 EPS of $0.62 misses by $0.01. Revenue of $673M (+14% Y/Y) misses by $3.9M. Shares -6.9% AH. (PR) 1 Comment [Earnings, Breaking News, Tech, On the Move]
Wednesday, April 24, 12:10 AM Notable earnings after Wednesday’s close: AFL, AIZ, AKAM, ANGI, ARII, ARRS, ASGN, AVG, BAS, BDN, CAKE, CCI, CDNS, CLF, CLGX, CMO, CMRE, COG, CROX, CTXS, DRE, DRWI, EFX, EQIX, FFIV, FIO, FLS, GGG, INFN, ISIL, ITMN, JAH, KEX, LOGI, LPS, LRCX, LSI, MLNX, NEU, NOW, OIS, ORLY, OTEX, PDH, PMTC, QCOM, RJF, RYL, SCI, SKX, SRCL, SUSQ, SYK, TAL, TER, TEX, TQNT, TSCO, TWI, VAR, WCN, WDC, WLL, XLNX, XNPT, ZNGA 1 Comment [Earnings]
Tuesday, April 23, 5:35 PM Notable earnings after Wednesday’s close: AFL, AIZ, AKAM, ANGI, ARII, ARRS, ASGN, AVG, BAS, BDN, CAKE, CCI, CDNS, CLF, CLGX, CMO, CMRE, COG, CROX, CTXS, DRE, DRWI, EFX, EQIX, FFIV, FIO, FLS, GGG, INFN, ISIL, ITMN, JAH, KEX, LOGI, LPS, LRCX, LSI, MLNX, NEU, NOW, OIS, ORLY, OTEX, PDH, PMTC, QCOM, RJF, RYL, SCI, SKX, SRCL, SUSQ, SYK, TAL, TER, TEX, TQNT, TSCO, TWI, VAR, WCN, WDC, WLL, XLNX, XNPT, ZNGA Comment! [Earnings]
Thursday, April 4, 4:38 PM F5 (FFIV) resumes trading and is currently at $75.85, down 16.1% AH in response to its FQ2 warning, which (in the wake of Oracle's results) is bound to heighten concerns about U.S./European enterprise IT demand. Rivals and peers are off in sympathy: CSCO -2.3%. RVBD -3.7% CTXS -3.7%. JNPR -5.1%. VMW -2.2%. EMC -0.9%. RHT -1.7%. Comment! [Tech, On the Move]
Wednesday, March 27, 4:26 PM Much like they did last week following Oracle's FQ3 miss, some enterprise IT names are selling off AH following Red Hat's FQ4 revenue miss, which was accompanied by slowing deferred revenue growth. CTXS -2%. VMW -1.9%. FFIV -1.1%. RVBD -2.1%. Comment! [Tech, On the Move]
Tuesday, March 26, 4:08 PM A Virginia federal jury has cleared LogMeIn (LOGM +19.6%) of infringing a remote PC access patent asserted by 01 Communique. LogMeIn's victory could have implications for 01's suit against thin client/PC virtualization software leader Citrix (CTXS). (PR) (earlier) Comment! [Tech, On the Move]
Wednesday, March 20, 12:34 PM FBN launches coverage on a slew of enterprise/cloud software and Web hosting/CDN service plays. Akamai (AKAM +1.9%), Equinix (EQIX +0.6%), VMware (VMW +1.3%), Citrix (CTXS +1.3%), Salesforce (CRM +0.7%), and NetSuite (N +1.7%) have been started at Outperform, while Rackspace (RAX +2.6%), Workday (WDAY), and Concur (CNQR -1.3%) have been started at Sector Perform. Comment! [Tech]
Friday, March 15, 1:53 PM Facebook (FB) workers love Mark Zuckerberg: the founder/CEO of the world's biggest social network has received a 99% approval rating from employees on Glassdoor; that's up from 2012's 85%. SAP co-CEOs Bill McDermott and Jim Hagemann, who have been trying to remake the software giant's culture, also come in at 99%. Other tech CEOs receiving high marks include EMC's Joe Tucci (96%), Qualcomm's (QCOM) Paul Jacobs (95%), Google's (GOOG) Larry Page (95%), and Citrix's (CTXS) Mark Templeton (95%). Tim Cook (AAPL) and Jeff Bezos (AMZN) both come in at 93%. 18 Comments [Tech]
Friday, February 22, 2:58 PM Pac Crest is showing rivals VMware (VMW +1.2%) and Citrix (CTXS +1.6%) some love: the firm argues VMware's Horizon PC virtualization/mobile management suite will be a 2013 growth driver, and that Citrix can beat 2013 estimates with the help of strong enterprise mobility spending. VMware just announced the Q1 availability of Horizon, which competes with Citrix's XenDesktop. Citrix, meanwhile, just announced a mobile software bundle that fuses Zenprise's device management software with its CloudGateway platform for remote mobile app/data access. Comment! [Tech]
Wednesday, February 20, 12:50 PM H-P (HPQ -0.7%) is using its reseller conference to refresh its IT hardware lineup, with an eye towards integrated offerings. New products include: 1) A blade server for PC virtualization that (relying on software from CTXS and VMW, and NVDA's Quadro GPUs) supports 4x as many virtual desktops as the prior-gen model. 2) A blade server/Ethernet swtich platform that (with the help of MLNX ASICs) that significantly increases available bandwidth. 3) A mid-range storage system that combines technology from 3PAR with integrated backup/recovery. Comment! [Tech]
Wednesday, February 13, 4:01 PM VMware (VMW -3.2%), Citrix (CTXS -1.7%), and Red Hat (RHT -1.5%). all of whom have made big bets on cloud management software, are closing lower following Rackspace's Q4 miss, which has spawned some growth concerns. All 3 companies are nominally supporters of the OpenStack cloud infrastructure platform, which Rackspace helped create and strongly supports, though VMware is more focused on its rival vCloud platform and Citrix has its differences as well. 1 Comment [Tech, On the Move]

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