StreetInsider.com  Aug 18  Comment 
Visit StreetInsider.com at http://www.streetinsider.com/Management+Changes/Riverbed+Technology+%28RVBD%29+Names+New+Sales+Chief/9763357.html for the full story.
SeekingAlpha  Aug 15  Comment 
By Stephen Simpson, CFA: I've kept networking technology company Riverbed Technology (NASDAQ:RVBD) on my watch list primarily because I continue to see value in the business when, or if, management can finally iron out its ongoing execution...
Market Intelligence Center  Aug 11  Comment 
After Friday’s trading in Riverbed Technology Inc (RVBD) the option-trade picking algorithms that power MarketIntelligenceCenter.com's Artificial Intelligence Center uncovered a trade that offers a 7.33% return, or 20.44% annualized (for...
SeekingAlpha  Jul 29  Comment 
When activist shareholder Elliot Management Corp. proposed buying Riverbed Technology (NASDAQ:RVBD) for $21, it set an unconvincing level of support for the stock. In early July, the support price of $20 that held for four solid months broke down....
Benzinga  Jul 25  Comment 
Riverbed Technology (NASDAQ: RVBD) missed recently revised second-quarter expectations by a small margin but offered an outlook above the consensus. The company issued a profit warning on July 10. Adjusted income rose to $42.6 million, or...
SeekingAlpha  Jul 25  Comment 
Riverbed Technology (NASDAQ:RVBD) Q2 2014 Earnings Call July 24, 2014 4:30 pm ET Executives Shanye Hudson - Jerry M. Kennelly - Co-Founder, Executive Chairman, Chief Executive Officer and President Ernest E. Maddock - Chief...
newratings.com  Jul 24  Comment 
WASHINGTON (dpa-AFX) - Riverbed Technology, Inc. (RVBD) Thursday reported second-quarter profit of $6.8 million or $0.04 per share, compared to a loss of $16.5 million or $0.10 per share in the same period last year. Adjusted earnings for the...
SeekingAlpha  Jul 24  Comment 
The following audio is from a conference call that will begin on July 24, 2014 at 16:30 PM ET. The audio will stream live while the call is active, and can be replayed upon its completion. Listen now Complete Story »
Benzinga  Jul 15  Comment 
Riverbed Technology (NASDAQ: RVBD) lowered second quarter guidance Monday, sending the stock down 8.6 percent. Morgan Stanley, who has an Equal-weight rating on Riverbed, weighed in on the cut guidance. Analyst James Faucette wrote, “we...
Motley Fool  Jul 14  Comment 
Even though the stock market climbed today, these stocks missed out. Find out why.


Riverbed, a leader in the WAFS (Wide Area File Services) arena with their Steelhead product, can execute on new market opportunities but not without facing and overcoming significant challenges. In the broader technology sector of Application Acceleration the competition has become fierce in the last eight quarters. The competition includes but is not limited to:

Until recently, Riverbed has beaten the competition in performance and price. The two variables we are keeping an eye on are:

  1. Recent advancements in competitor product performance. Cisco WAAS, F5 Wanjet and others have made significant advancements. They are established vendors with impressive representation in the market via their direct sales efforts, VAR's and SI's.
  2. Riverbed's partnership with Radware (RDWR). This relationship is timely. When considering the swath of technologies required to represent application acceleration solutions, Radware has the products Riverbed lacks. Radware has WOC (WAN Optimization Controllers) and AFE (Application Front End) functionality. Radware is an Israel-based company who at one time was the only contender to F5 in terms of technology. Over the years, F5 has outmarketed and outsold Radware. With Riverbed's sales momentum, Radware may be able to put themselves back into the North American market.

Riverbed does face greater challenges for the remainder of 2007 and well into 2008. Client demand in the enterprise space has been very strong. Giants such as Cisco recognized four years ago that Network Application Acceleration would be a key technology empowering them to have greater account control. This has not escaped the attention of other large vendors such as Juniper and Citrix. For investors, the challenge will be to:

  1. Figure out how fast the market itself is growing
  2. Read through vendor hype and predict who is gaining market share
  3. Keep up with the complexity of this technology.

Business Overview

Riverbed Technology, Inc. (Riverbed) has developed a solution to the fundamental problems of wide-area distributed computing. The Company’s Steelhead appliances enable its customers to improve the performance of their applications and access to their data across wide area networks (WANs), increasing transmission speeds by 5 to 50 times and in some cases by up to 100 times. Riverbed’s products also offer the ability to simplify information technology (IT) infrastructure. Riverbed sells its products and support directly through its sales force and indirectly through distribution partners, including value-added resellers (VARs). Riverbed's wide-area data services (WDS) solution consists of the Riverbed Optimization System (RiOS), the Company's software that is embedded on a general-purpose, hardware-computing platform to form its Steelhead appliances. RiOS integrates four sets of technologies: Data Streamlining, Transport Streamlining, Application Streamlining and Management Streamlining.
199 Fremont Street
San Francisco, CA 94105


Riverbed Technologies Annual Revenues, 2004-2007
2004 2005 2006 2007
Product $2,325 $17,759 $70,967 $189,219
Support and Services $106 $1,925 $12,315 $38,460
Ratable Product and Related Support and Services $131 $3,257 $6,925 $8,728
Total Revenues $2,562 $22,941 $90,207 $236,406
Year-over-year Revenue Growth -- 764% 400% 267%


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