QUOTE AND NEWS
Benzinga  Dec 15  Comment 
On Monday, Riverbed Technology, Inc. (NASDAQ: RVBD) announced that it will be acquired by Thoma Bravo LLC and the Ontario Teachers Pension Plan for $3.6 billion. Following the announcement, other network names are in play Monday and trending...
Benzinga  Dec 15  Comment 
Riverbed Technology (NASDAQ: RVBD) shares climbed 9.16% to $20.46. The volume of Riverbed Technology shares traded was 1305% higher than normal. Riverbed agreed to be acquired by Thoma Bravo for $21 per share in cash. Cirrus Logic (NASDAQ: CRUS)...
Wall Street Journal  Dec 15  Comment 
Riverbed Technology Inc. agreed to be acquired by private-equity firm Thoma Bravo LLC for about $3.6 billion, following more than a year of pressure from activist investor Elliott Management Corp.
Market Intelligence Center  Dec 3  Comment 
The patented option-trade picking algorithms that power MarketIntelligenceCenter.com's Artificial Intelligence Center are highlighting two trades on Riverbed Technology Inc (RVBD) today after it closed at $19.55 on Tuesday. For more conservative...
Benzinga  Dec 3  Comment 
On CNBC's Fast Money Halftime Report Final Trade, Pete Najarian said that he wants to buy Pfizer Inc. (NYSE: PFE) on unusually high options activity. Jon Najarian noticed an unusual activity in Riverbed Technology, Inc. (NASDAQ: RVBD) and...
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...




 
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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