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F5 Networks, Inc. (FFIV)

  • 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
  • Dec. 1, 2011, 3:57 PM
    MKM's Michael Genovese's checks among IT resellers indicated recent "positive order momentum" for data center networking gear continued in November, in spite of bad macro news. Businesses continue to invest in areas such as 10-Gigabit Ethernet, virtualization, cloud computing, and security, and that leads Genovese to reiterate Buy ratings on CSCO, RVBD, and FFIV. (yesterday)
    | Dec. 1, 2011, 3:57 PM | 1 Comment
  • Nov. 29, 2011, 9:42 AM
    As public Internet traffic continues soaring, so is traffic within the data centers where a large chunk of web content originates: Cisco (CSCO) expects consumer data center traffic to grow nearly 5x between 2010 and 2015, thanks in large part to cloud apps. Cisco still has a dominant position in the overall market for data center networking gear, while F5 (FFIV) leads the fast-growing ADC switch segment.
    | Nov. 29, 2011, 9:42 AM | Comment!
  • Nov. 2, 2011, 2:24 PM
    JMP Securities initiates coverage of networking stocks Riverbed (RVBD +6.3%), F5 (FFIV +3.5%), Aruba (ARUN +0.3%), Fortinet (FTNT +0.4%) and Brocade (BRCD +5%) at Outperform, and Cisco (CSCO +0.9%) at Market Perform. Riverbed faces several tech trends propelling long-term growth in the WAN optimization market it already dominates, JMP says.
    | Nov. 2, 2011, 2:24 PM | 1 Comment
  • Oct. 26, 2011, 10:37 AM
    F5 Networks (FFIV +11.4%) takes off after delivering a strong FQ4 report (I, II) and FY12 guidance (20% revenue growth vs. 18.3% consensus), which soothed fears of weak enterprise demand. In addition, F5 mentioned on its CC that sales of its much-anticipated Viprion 2400 mid-range switch are beating expectations.
    | Oct. 26, 2011, 10:37 AM | Comment!
  • Oct. 25, 2011, 5:07 PM
    More on F5 Networks (FFIV): Q3 beats estimates on a 24% jump in Y/Y revenue, fueled by rising sales in Japan and the Asia Pacific region. Product sales, which make up a majority of the company's business, were up 20%, an increase the company said in part reflected strong demand for its new mid-range Viprion 2400 and 4400, which exceeded expectations. Shares +8% AH.
    | Oct. 25, 2011, 5:07 PM | 1 Comment
  • Oct. 25, 2011, 5:05 PM
    F5 Networks (FFIV): EPS of $1.06 beats by $0.08. Revenue of $314M (+24% Y/Y) beats by $6M. (PR)
    | Oct. 25, 2011, 5:05 PM | Comment!
  • Oct. 25, 2011, 12:10 AM
    | Oct. 25, 2011, 12:10 AM | Comment!
  • Oct. 19, 2011, 5:48 PM
    Riverbed (RVBD) is now up 12.3% AH, after the networking gear vendor rebounds from a weak Q2 with a healthy Q3 that included 24% Q/Q growth in EMEA sales - a source of weakness in Q2. Riverbed is guiding for Q4 revenue of $198M-$202M and EPS of $0.24-$0.25, compared with a consensus of $199.5M and $0.23. FFIV is up 1.8% in sympathy. (PR)
    | Oct. 19, 2011, 5:48 PM | Comment!
  • Sep. 30, 2011, 10:28 AM
    Inflection Point Investing sees Procera Networks (PKT) as an overlooked way to play the smartphone boom, noting how wireless carriers use the company's hardware to analyze data traffic, with the goal of improving service quality. It also thinks a buyout from FFIV, which was previously considering rival ALLT, is possible.
    | Sep. 30, 2011, 10:28 AM | Comment!
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Company Description
F5 Networks Inc provides Application Delivery Networking (ADN) technology that secures and optimizes the delivery of network-based applications and the security, performance and availability of servers, and other network resources.
Sector: Technology
Country: United States