QUOTE AND NEWS
Reuters  Nov 20  Comment 
Bain Capital LLC, Hellman & Friedman LLC and Thoma Bravo LLC are among the private equity firms vying for Riverbed Technology Inc, a network equipment maker with a market capitalization...
Wall Street Journal  Nov 17  Comment 
Riverbed Technology reached a standstill agreement with suitor Elliott Management that provides the activist investor leeway to potentially nominate its own candidates to the network-equipment company’s board and to make public comments on...
Market Intelligence Center  Nov 12  Comment 
The patented option trade-picking algorithms behind MarketIntelligenceCenter.com's Artificial Intelligence Center have selected a covered call trade on Riverbed Technology Inc (RVBD) that includes 5.30% downside protection. Sell one contract of...
TheStreet.com  Oct 27  Comment 
NEW YORK (TheStreet) -- Shares of NetApp, Inc. are higher by 0.36% to $40.69 in after-hours trading following its announcement that it acquired Riverbed Technology's SteelStore product line in an all-cash transaction for about $80...
Benzinga  Oct 27  Comment 
In a note out Monday, FBN Analyst Shebly Seyrafi retained his Sector Perform rating and $21 price target on Riverbed Technology, Inc. (NASDAQ: RVBD). Some of the positives: "1) RVBD's SteelCentral Performance Management (which includes...
Benzinga  Oct 25  Comment 
Riverbed Technology, Inc. (NASDAQ: RVBD) recent results are a sideshow to the short-term story of a pending bid to acquire the company, an analyst said Friday. While fundamentals for Riverbed have deteriorated, "they haven't fallen off a cliff,"...
TheStreet.com  Oct 24  Comment 
NEW YORK (TheStreet) -- Riverbed Technology shares are up 0.75% to $18.76 on Friday after the IT solutions provider reported third quarter earnings that were in line with estimates. The company's net income during the period was $11.5...
Benzinga  Oct 23  Comment 
Riverbed Technology, Inc. (NASDAQ: RVBD) reported financial results Thursday for its third quarter fiscal 2014 ended September 30, 2014. Non-GAAP revenue for Q3 was $277 million, below the average estimate of $286 million and an increase of 4...
Benzinga  Oct 22  Comment 
Riverbed Technology, Inc. (NASDAQ: RVBD) spiked Wednesday after a website said the company is seeking suitors. The company is expected to start a sale process and contact potential buyers next week, according to an item said to be published by...




 
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

Wikinvest © 2006, 2007, 2008, 2009, 2010, 2011, 2012. Use of this site is subject to express Terms of Service, Privacy Policy, and Disclaimer. By continuing past this page, you agree to abide by these terms. Any information provided by Wikinvest, including but not limited to company data, competitors, business analysis, market share, sales revenues and other operating metrics, earnings call analysis, conference call transcripts, industry information, or price targets should not be construed as research, trading tips or recommendations, or investment advice and is provided with no warrants as to its accuracy. Stock market data, including US and International equity symbols, stock quotes, share prices, earnings ratios, and other fundamental data is provided by data partners. Stock market quotes delayed at least 15 minutes for NASDAQ, 20 mins for NYSE and AMEX. Market data by Xignite. See data providers for more details. Company names, products, services and branding cited herein may be trademarks or registered trademarks of their respective owners. The use of trademarks or service marks of another is not a representation that the other is affiliated with, sponsors, is sponsored by, endorses, or is endorsed by Wikinvest.
Powered by MediaWiki