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FFIV  // Posts tagged as "FFIV"

The Cloud, Competition and Commodity Pricing Will Block 2H16 IT Network Growth

Research Question: Is the era of significant revenue growth over for the large, mainstream IT network vendors? Companies: AMZN, ANET, CSCO, EQIX, FFIV, GOOG/GOOGL, HPE, IBM, INTC, JNPR, MLNX, MSFT, ORCL, SMCI, TPE:2382 By: John Harrington Click here to download the report (.pdf)   Summary Although second-quarter IT network sales appeared stable year to year, sales […]


Cloud Acceleration Will Define Next Year’s IT Winners and Losers

Research Question: What will be the fastest growing uses of cloud-based networking services in 2016? Which companies will lead or lag within the highest growth categories? Companies: AKAM, AMZN, ANET, CHKP, CRM, CSCO, CTXS, CUDA, DATA, EMC, FEYE, FFIV, FTNT, GOOG/GOOGL, HPQ, IBM, JNPR, MSFT, NTAP, ORCL, PANW, QLIK, RAX, SMCI, TDC, VMW, WDAY By: John […]


Palo Alto Networks Spends Big to Close Deals in Security War

Research Question: Will spending on IT security products continue to outpace the rate of overall IT spending, or has it peaked for the remainder of 2015? Companies: CHKP, CSCO, FEYE, FFIV, FTNT, JNPR, PANW, PFPT, RTN By: John Harrington Click here to download the report (.pdf)   Summary IT security budgets are stretched, and large new […]


IT Services, Cloud Spending Outpaces 2H15 Product Sales, Including Cisco’s

Research Question: How will spending trends for the second half of the year affect Cisco and other IT hardware-focused vendors? Companies: AMZN, CHKP, CSCO, CVLT, EMC, FEYE, FFIV, FTNT, HPQ, IBM, JNPR, MSFT, NTAP, PANW, SMCI By: John Harrington Click here to download the full report (.pdf)   Summary Hardware sales are slowing for major vendors, […]


Slowdown in 2H15 IT Hardware Spending Leaves Vendors Scrambling

Research Question: Are IT hardware sales cycles continuing to lengthen as we move further into the year? If so, which classes of equipment and vendors are exposed to the trend? Companies: AMZN, ANET, CSCO, CTXS, CVLT, EMC, FFIV, FTNT, HPQ, IBM, JNPR, MSFT, NTAP, ORCL, PANW, RVBD, SMCI By: John Harrington Click here to download the […]


Networking Trends Favor Cisco, AWS Above All Others

Research Question: As enterprises upgrade and certain cloud services take hold, what effect will those trends, along with the stifling of U.S. IT companies in China, have on leading tech hardware vendors in 2015? Companies: ALU, AMZN, ANET, BRCD, CIEN, CSCO, CTXS, EMC, EXTR, FFIV, GOOG/GOOGL, HPQ, IBM, JNPR, LVLT, MSFT, NTAP, ORCL, RHT, SHA:600198, […]


Shellshock Scramble Spotlights Loss of Trust at Every Networking Level

Research Questions: Which are some of the public technology companies being affected by the so-called Shellshock bug? What are the implications for customers as patches are rushed out to close vulnerabilities? Companies: AAPL, ALU, AMZN, CHKP, CRM, CSCO, EMC, FEYE, FFIV, GOOG/GOOGL, HPQ, IBM, INTL, PANW, RAX, RHT, STO:ERIC-B, WDAY By: John Harrington Click here to […]


Sep 18 2014 Technology

Big Hacks Forcing Major Shift in IT Security Thinking, Spending

Research Question: What effect will the spate of high-profile data network breaches have on security vendors and product development in the near and long term? Companies: CHKP, CSCO, FEYE, FFIV, FTNT, IMPV, INTC, JNPR, MSFT, PANW, QNTQY, SYMC, TYO:4704 By: John Harrington Click here to download the report (.pdf)   Highlights Security strategy, rather than the […]


Specialized Tools Being Added to Next-Gen Firewalls to Fend Off Hackers

Research Question: Are data network owners and operators adding additional security products and expertise beyond next-gen firewalls in an effort to combat hackers? Companies: CHKP, CSCO, CUDA, EMC, FEYE, FFIV, FTNT, INTC, JNPR, LON:QQ, PANW, UIS By: John Harrington Click here to download the report (.pdf)   Highlights Customers are increasingly skeptical that so-called multifunction “next-generation” network firewalls […]


Riverbed Can Cross-Sell New, Core Products for Growth Opportunities

Research Question: Is Riverbed struggling to grow within its core and new product lines? By: Reverdy Johnson Companies: AMZN, BCSI, BRCD, CSCO, CTXS, EMC, ETR:SAP/SAP, EXTR, FFIV, HPQ, IBM, JNPR, ORCL, RDWR, RVBD, VMW Click here to download the report (.pdf) Summary of Findings Ten of 16 sources said Steelhead, Riverbed Technology Inc.’s (RVBD) core product family, has […]