QUOTE AND NEWS
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.
TheStreet.com  Jul 14  Comment 
NEW YORK (TheStreet) -- Shares of Riverbed Technology Inc. declined on Monday, closing lower by -8.60% to $18.60, on heavy trading volume after the company cut its 2014 second quarter earnings guidance. Riverbed, a company that develops...
newratings.com  Jul 14  Comment 
WASHINGTON (dpa-AFX) - Network equipment maker Riverbed Technology Inc (RVBD), Monday slashed its revenue outlook for the second quarter due mainly to weaker-than-expected sales in North America. Riverbed shares were down a near 5 percent in...
Wall Street Journal  Jul 14  Comment 
TheStreet.com  Jul 14  Comment 
NEW YORK (TheStreet) -- Shares of Riverbed Technology Inc. are down -6.00% to $19.13 in early morning trading on Monday after the company revised its 2014 second quarter expectations to below analysts' estimates. The company, which develops...
Benzinga  Jul 14  Comment 
Elliott Management Corporation (“Elliott”) today issued the following public statement regarding Riverbed Technology (NASDAQ: RVBD). “Riverbed's poor performance this quarter reveals its decision to stonewall prospective buyers to be a...
Cloud Computing  Jul 9  Comment 
Riverbed Technology (NASDAQ: RVBD), the leader in application performance infrastructure, today announced that Ricoh Company, Ltd. (Japan) has adopted Riverbed® SteelStore™ cloud storage gateway products to back up data...
newratings.com  Jul 1  Comment 
WASHINGTON (dpa-AFX) - Riverbed Technology Inc. (RVBD) announced preliminary second-quarter financial results, lowering previous revenue guidance. The company now expects its non-GAAP revenue to be in the range of $264 million to $265 million,...
Cloud Computing  Jun 30  Comment 
Riverbed Technology (NASDAQ: RVBD), the leader in application performance infrastructure, today announced it will showcase at National Laboratories IT Summit (NLIT) 2014 the innovative capabilities in Riverbed® ...
Benzinga  Jun 18  Comment 
Morgan Stanley sees upside in Riverbed Technology (NASDAQ: RVBD), but initiated the stock at Equal-weight. Analyst James Faucette describes one of his key concerns, “With its core WAN optimization market growth down to ~6%, expanding the...




 
TOP CONTRIBUTORS

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
USA
415-247-8800
http://www.riverbed.com

Revenues

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%

References

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