QUOTE AND NEWS
DailyFinance  Apr 9  Comment 
Riverbed Technology (NASDAQ: RVBD), the leader in application performance infrastructure, today announced that Cecil Perez has joined the company as Vice President, Latin America Sales, reporting to Rob Rosiello, Senior Vice...
Cloud Computing  Apr 2  Comment 
A Delaware jury delivered a verdict Tuesday in favor of Silver Peak in a trial in which Silver Peak asserted infringement of two of its patents against Riverbed (Nasdaq: RVBD). Silver Peak intends to seek a permanent...
DailyFinance  Apr 1  Comment 
Riverbed Technology (NASDAQ:RVBD), the leader in application performance infrastructure, today issued the following statement in response to the verdict of infringement of US patent numbers 7,948,921 and 7,945,736 in the US...
Benzinga  Mar 11  Comment 
Elliott Management Corporation (“Elliott”) today issued a public response to a series of grossly misleading statements made last week by executives of Riverbed Technology (NASDAQ: RVBD). “By publicly denying the buyer interest that has...
DailyFinance  Mar 11  Comment 
Riverbed Technology (NASDAQ: RVBD), the leader in application performance infrastructure, today announced that Riverbed® Whitewater® cloud storage appliances have been named Product of the Year by Storage...
DailyFinance  Mar 4  Comment 
Elliott Management Corporation (“Elliott”) issued the following statement in response to Riverbed’s (NASDAQ:RVBD) announcement of an expanded stock repurchase program. Elliott, affiliates of which collectively own or...
StreetInsider.com  Mar 4  Comment 
Visit StreetInsider.com at http://www.streetinsider.com/Management+Changes/UPDATE%3A+Elliott%3A+Riverbed+%28RVBD%29+Buyback+Evidence+of+%27Board%27s+Entrenchment%27/9242322.html for the full story.
Wall Street Journal  Mar 4  Comment 
Riverbed Technology Inc. increased its share-buyback program by $250 million, bringing the total to $750 million.
Benzinga  Mar 3  Comment 
The following are the M&A deals, rumors and chatter circulating on Wall Street for Friday February 28 through Sunday March 2, 2014: Riverbed Rejects Elliott Management's $21.00/Share Bid The Rejection: The Riverbed Technology (NASDAQ: RVBD)...
StreetInsider.com  Feb 28  Comment 
* Riverbed Technology, Inc. (Nasdaq: RVBD) announced that its Board of Directors, after consideration with its independent legal and financial advisors, has unanimously determined not to pursue the unsolicited proposal from Elliott Management...




 
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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