Most public company handling packet business announced their Q2 (April to June) results. Let’s summarize some of them here.
| Logo | Company | STOCK | net income | Revenue | Revenue Increase YoY |
 |
RiverBed Technology | NASDAQ:RVBD | $3.9M | $44M | + 61% |
 |
NetScout | NASDAQ:NTCT | $1.5M | $60.6M | + 17% |
 |
OPNet | NASDAQ:OPNT | $1.2M | $30.1M | +29% |
 |
F5 | NASDAQ:FFIV | $19.1* | $165M | +25% |
 |
SourceFire | NASDAQ:FIRE | $-3.1M | $16M | + 42% |
 |
Cisco | NASDAQ:CSCO | $2B | $10.4B | + 10% |
* FFIV net income reduce by 13% comparing same period in 2007
OPNet acquired Network Physics last year, the company shows a good performance for dealing with the expansion.
NetScout just completed the acquisition of Network General. From the revenue result, it seems that the company successfully have original Sniffer customers converted.
Acquired by Bluecoat, the Packeteer is missed from the list. The merges and acquisitions are quite frequent in packet industry recently. Most people expected more acquisitions will happen soon.
Cisco submit a record revenue for the first quarter surpass 10B. Their profit rate and revenue number really over expectation. It is impressive that the packet giant keeps strong growth ability despite of the economic worry.
( Click above graph for larger view)
If we compare these trends in last 4 days, I added F5, RiverBed, NetScout, NetApp into the watch list. What we can see is the only strong growing is NetScout. All other vendors’ prices stay in marsh. Especially RiverBed, after the finance call, the price jumped by a 15% increase, however, just 72 hours later, the price now is lower than the number before announcing results.