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F5 Networks, Inc. Message Board

  • Mengsai Mengsai Aug 11, 2012 4:26 PM Flag

    $135 per share, Reasons

    http://www.forbes.com/sites/greatspeculations/2012/05/22/f5-integrates-googles-speedier-delivery-protocol-to-make-web-faster/
    "At the recently held Interop Las Vegas 2012 conference, the company announced updates to application delivery optimization, a new feature set on its BIG-IP ADC products. It claims that the application delivery optimization makes BIG-IP the first ADC on the market to support Google’s SPDY protocol. [1] F5 currently holds roughly half the market, having long overtaken Cisco Systems as the number one ADC supplier.

    With a growing enterprise need to support all of its end users from a device standpoint, mobile application delivery support is the next logical step for many application delivery controller vendors.

    F5′s focus on mobile application delivery, keeps it well in line with changing trends and developments. The company currently holds around 28% share in the application delivery network market, and we believe this will increase to around 38% by the end of our forecast period.

    http://www.trefis.com/company?hm=FFIV.trefis&#/FFIV/n-1476?from=sankey
    WHAT

    F5 Networks' Application Delivery Network Market Share represents the revenue share of application delivery network enjoyed by F5 networks.

    HISTORICALS & FORECAST

    Historically, F5's market share in ADN market increased from 19% in 2007 to 25% in 2011.

    We expect F5's market share to increase to 38% by the end of the forecast period.

    FORECAST RATIONALE

    We took following points into consideration for our forecast:

    Strong focus on applications and feature-rich products
    F5 has remained the market leader during the past 12 months, and strong sales performance has enabled it to grow its market share (to 47% in ADC segment).
    F5’s investment in iRules and iControl results in strong partnerships and loyal customers that would find it difficult to migrate away from F5. Integration with popular integrated development environments (IDEs), such as Eclipse and .NET/Visual Basic, also contributes to customer stickiness as these features provide easy way to control and configure the services on BIG-IP platforms. Ease of configuration reduces the complexity of the systems and hence, making it easier for IT departments.
    Strong customer focus and service
    F5's online community known as DevCentral, has over 65,000 members. DevCentral brings users and developers together to solve problems and share ideas. It provides a real-time forum for F5 to better understand the challenges its customers face and helps F5 prioritize and develop new features and functionality based on real customer needs.
    F5 has been good at developing technology partners and alliances
    F5 has long-term relationships with major application vendors, including Microsoft, Oracle and SAP through which, it provides design, test, document, publish, and support solution best practices, value-added benchmarks and results, and integrations with automated template and polices for ease of deployments.
    F5 works with its infrastructure alliance partners to design, build, and optimize datacenter infrastructures for application delivery and data management. Infrastructure alliance partners include DataDomain, NetApp, Quova and Infoblox.
    F5 works with its security alliance partners to increase network, application, and data security, limiting access to authorized users based on predefined policies. F5 incorporates security checks directly into the fabric of the network to improve performance, efficiency, and security. Partnerships include Computer Associates, Oracle, RSA, Microsoft, Oracle, IBM, McAfee and WhiteHat.
    F5 works with the two major server virtualization vendors, Microsoft and VMware, to help customers get the most out of their virtualization deployments. F5 is also a VMware Select Partner.
    (read more at the link above)

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FFIV
125.73+1.54(+1.24%)Sep 2 4:15 PMEDT

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