Author Archives: diligencetech

Beyond The #’s: F5 Networks Fiscal Q2 2011 Recap

The most relevant business, technology and market takeaways from F5’s earnings: Business Angle Growth Driver…Product revenue +34% y/y, App Delivery Controller (ADC) continues to be fundamental driver of overall growth Cautious on Japan…Revevenue growth driven by strong americas and apac … Continue reading

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Beyond The #’s: EMC Q1 2011 Earnings

The most relevant business, technology and product takeaways from EMC earnings: Big high-end growth driven by FAST-VP…high-end storage +25% y/y, driven by pent-up demand for FAST-VP tiering software, saw steep increase in sale of FAST-VP licenses, drove new vMax systems sales and … Continue reading

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Beyond The #’s: VMware Q1 2011 Earnings

The most relevant business, product and technology takeaways from VMware earnings: Very strong quarter…driven by ELA’s (22% of Q1 bookings), including 5 deals of $10m or more, and strong international demand “have disproportionately invested in international geographies over the last … Continue reading

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Beyond The #’s: Riverbed’s Q1 2011 Earnings

The most relevant business, product and technology takeaways from Riverbed’s earnings call: Strong product sales growth…+50% y/y during seasonally softer qtr, quarter was more back-end loaded than expected, feel good about how they exited qtr and funnel into Q2, Steelhead 92% of … Continue reading

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