Thursday, January 31, 2013

Citrix Outlook for Bytemobile Business ($15M/Q4)

Citrix published its 2012 Q4 results showing total revenues of $740M (here). During the earning call, there were some references to the recently acquired Bytemobile business, by Mark B. Templeton (pictured), CEO:

"The final piece of our cloud networking strategy is Bytemobile, which extends our reach into the mobile carrier network for the first time. Q4 was our first full quarter selling Bytemobile, and I'm extremely pleased with the results. This market is still very new for us, but we are encouraged by the early signs and excited about the additional market reach it gives us .. We're starting to see what I'll call a Bytemobile effect, okay? So we did about $20 million in this segment, with more than $15 million coming from Bytemobile products [see "Citrix Expects $15M Bytemobile Revenues in 4Q12" - here], as well as a pull-through related to NetScalers".

"As far as Byte, we had said last quarter that we'd expect it to contribute about $50 million in 2013 and will likely be ahead of that if we continue to see the success that we've had. But I think it will be somewhat uneven due to occasional large deals coming in, but certainly up and to the right. So we don't plan on breaking that out with a whole lot of granularity going forward simply because it is becoming more and more integrated with the broader NetScaler motion"

See also "About Mobile Video Optimization Market Size and Citrix" - here.

See "Citrix Systems Management Discusses Q4 2012 Results - Earnings Call Transcript", By SeekingAlpha, here.

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