Lisa Stauffer

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F5 Networks Logo
  • commented 1 years ago
  • tags: FFIV
  • Comment on F5 Networks' Application Delivery Network Market Share

    I want to ask why does everyone show the Application Delivery Network Market Share for FFIV rising 10%? If you really look within IT enterprises, the adoption of ADCs is quite stagnate at about 26% of enterprises having them deployed with at best a 3% growth rate. With the migration to cloud is the ADC hardware even necessary? A lot of what the ADC does will likely be controlled by software. I get that FFIV is expanding into other verticals which is great but their core business seems to me to be under pressure to grow to the market share that is modeled here. [ less... ]
    Comment on F5 Networks' Application Delivery Network Market Share I want to ask why does everyone show the Application Delivery Network Market Share for FFIV rising 10%? If you really look within IT enterprises, the adoption of ADCs is quite stagnate at about 26% of enterprises having them deployed with at best a 3% growth rate. With the migration to cloud is the ADC hardware even necessary? A lot of what the ADC does will likely be controlled by software. I get that FFIV is expanding into other verticals which is great but their core business seems to me to be under pressure to grow to the market share that is modeled here.
    Netflix Logo
    NFLX $250
  • made a price estimate 2 years ago
  • tags: NFLX
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