Thursday, April 25, 2013

F5 Discusses Traffic Management and Diameter Routing Business

F5's CEO, John McAdam (pictured) provided some insights to the recently announced policy enforcement product (see "F5 Announces DPI; 320Gbps/Chassis" - here) and  Diameter Signaling Router (acquired from Traffix Systems) market in the company's earning call:
  • Traffic Management business - "Clearly, we were very disappointed with the results in the service provider market last quarter. However, we have a strong pipeline and are convinced that we have a winning strategy with our intelligent services platforms that can consolidate complex traffic steering, carrier-grade NAT solutions, application and network firewall protection and our policy enforcement module .. F5's Application Delivery Firewall solution is the first in the industry to combine DDoS protection, the world's fastest network firewall application security, access management and DNS security, as well as comprehensive traffic management functionality"
  • Diameter Signalling Business - ".. we are seeing good success and initial project wins with our Traffix Systems Diameter solutions for LTE deployments. And over the past year, we have closed wins with more than 25 operators worldwide .. we feel really good about the Diameter solution, the Diameter product. We think it's the best out there. We thought that before the acquisition. I don't know what will happen".
  • Competition with Oracle, following its Tekelec and Acme Packet acquisitions - "Acme would also compete in that space. I'm not sure what will happen there. Obviously, that's up to Oracle. But there was really 3 before. And I think that we have -- the deal with us here is basically to get more and more projects to make sure we're partnering with the right partners, and I think that's a good strategy to do that. And I'm very hesitant here because Oracle is a great partner of ours, right? So there is coopetition also a great customer. So -- but I do think the Diameter solution is a great opportunity". 
Manuel Rivelo (pictured) -EVP of Security and Strategic Solutions added:  ".. the Diameter business is going as we projected. It's early in the market, as you all know. LTE is rolling out. As LTE rolls out, the complexity of those networks increases, and that's really when you need the DRA and DEA solutions that are in the market segment. So what we've seen is a huge ramp-up in the number of deals that we're being invited to. From an ARX [Traffix?] point of view, we're seeing more proof-of-concepts out there than ever before. And over the last, I would say, 45 days or so, we've seen an interest from a lot of the operators who had already gone with some solutions prior to us entering the market, re-approaching us in that arena for our portfolio. So we're pretty excited. We think it's going according to plan. Obviously, time will tell".

See "F5 Networks Management Discusses Q2 2013 Results - Earnings Call Transcript", by SeekingAlpha, here.

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