Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
I should proby stay, but I'm out with almost a whole dolla...just don't like the skimpy volume...makes me nervous...still a happy trade!
Winner winner chicken dinner.
$BLOX DD Notes ~ http://www.ddnotesmaker.com/BLOX
bullish
undervalued due to exaggerated over-selling while beating earnings estimates
in the low part of long term price range
higher highs and higher lows recently
$BLOX recent news/filings
## source: finance.yahoo.com
Tue, 02 Dec 2014 14:35:00 GMT ~ Lawsuit for Investors in Infoblox Inc (BLOX) Shares Against Directors Announced by Shareholders Foundation
[GlobeNewswire] - SAN DIEGO -- The Shareholders Foundation, Inc. announces that a lawsuit was filed by a current investor in shares of Infoblox Inc (BLOX) over alleged breaches of fiduciary duties by certain directors of ...
read full: http://finance.yahoo.com/news/lawsuit-investors-infoblox-inc-blox-143500390.html
*********************************************************
Fri, 28 Nov 2014 11:48:27 GMT ~ Infoblox Inc. (BLOX) Rises: Stock Moves 6.3% Higher
[Zacks] - Infoblox Inc. (BLOX) was a big mover last session, as the company saw its shares rise more than 6% on the day.
read full: http://finance.yahoo.com/news/infoblox-inc-blox-rises-stock-114827538.html
*********************************************************
Wed, 26 Nov 2014 14:10:00 GMT ~ Stock Futures Narrow Early Gains; Deere, Hewlett-Packard Sag
read full: http://news.investors.com/112614-728095-stock-futures-point-narrowly-higher-wednesday.htm?ven=yahoocp&src=aurlled&ven=yahoo
*********************************************************
Tue, 25 Nov 2014 23:32:29 GMT ~ Biz Break: Infoblox names former Cisco exec CEO, shares surge
read full: http://www.mercurynews.com/60-second-business-break/ci_27011926/biz-break-infoblox-names-former-cisco-exec-ceo
*********************************************************
Tue, 25 Nov 2014 21:42:48 GMT ~ Infoblox reports 1Q loss
[AP] - On a per-share basis, the Santa Clara, California-based company said it had a loss of 18 cents. Earnings, adjusted for stock option expense and pretax expenses, came to 5 cents per share. The results surpassed ...
read full: http://sg.finance.yahoo.com/news/infoblox-reports-1q-loss-214248414.html
*********************************************************
$BLOX charts
basic chart ## source: stockcharts.com
basic chart ## source: stockscores.com
big daily chart ## source: stockcharts.com
big weekly chart ## source: stockcharts.com
$BLOX company information
## source: otcmarkets.com
Link: http://www.otcmarkets.com/stock/BLOX/company-info
Ticker: $BLOX
OTC Market Place: Not Available
CIK code: not found
Company name: Infoblox, Inc.
Incorporated In:
Business Description:
$BLOX share structure
## source: otcmarkets.com
Market Value: Not Available
Shares Outstanding: Not Available
Float: Not Available
Authorized Shares: Not Available
Par Value: Not Available
$BLOX extra dd links
Company name: Infoblox, Inc.
## STOCK DETAILS ##
After Hours Quote (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/after-hours
Option Chain (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/option-chain
Historical Prices (yahoo.com): http://finance.yahoo.com/q/hp?s=BLOX+Historical+Prices
Company Profile (yahoo.com): http://finance.yahoo.com/q/pr?s=BLOX+Profile
Industry (yahoo.com): http://finance.yahoo.com/q/in?s=BLOX+Industry
## COMPANY NEWS ##
Market Stream (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/stream
Latest news (otcmarkets.com): http://www.otcmarkets.com/stock/BLOX/news - http://finance.yahoo.com/q/h?s=BLOX+Headlines
## STOCK ANALYSIS ##
Analyst Research (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/analyst-research
Guru Analysis (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/guru-analysis
Stock Report (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/stock-report
Competitors (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/competitors
Stock Consultant (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/stock-consultant
Stock Comparison (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/stock-comparison
Investopedia (investopedia.com): http://www.investopedia.com/markets/stocks/BLOX/?wa=0
Research Reports (otcmarkets.com): http://www.otcmarkets.com/stock/BLOX/research
Basic Tech. Analysis (yahoo.com): http://finance.yahoo.com/q/ta?s=BLOX+Basic+Tech.+Analysis
Barchart (barchart.com): http://www.barchart.com/quotes/stocks/BLOX
DTCC (dtcc.com): http://search2.dtcc.com/?q=Infoblox%2C+Inc.&x=10&y=8&sp_p=all&sp_f=ISO-8859-1
Spoke company information (spoke.com): http://www.spoke.com/search?utf8=%E2%9C%93&q=Infoblox%2C+Inc.
Corporation WIKI (corporationwiki.com): http://www.corporationwiki.com/search/results?term=Infoblox%2C+Inc.&x=0&y=0
## FUNDAMENTALS ##
Call Transcripts (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/call-transcripts
Annual Report (companyspotlight.com): http://www.companyspotlight.com/library/companies/keyword/BLOX
Income Statement (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/financials?query=income-statement
Revenue/EPS (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/revenue-eps
SEC Filings (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/sec-filings
Latest filings (otcmarkets.com): http://www.otcmarkets.com/stock/BLOX/filings
Latest financials (otcmarkets.com): http://www.otcmarkets.com/stock/BLOX/financials
Short Interest (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/short-interest
Dividend History (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/dividend-history
RegSho (regsho.com): http://www.regsho.com/tools/symbol_stats.php?sym=BLOX&search=search
OTC Short Report (otcshortreport.com): http://otcshortreport.com/index.php?index=BLOX
Short Sales (otcmarkets.com): http://www.otcmarkets.com/stock/BLOX/short-sales
Key Statistics (yahoo.com): http://finance.yahoo.com/q/ks?s=BLOX+Key+Statistics
Insider Roster (yahoo.com): http://finance.yahoo.com/q/ir?s=BLOX+Insider+Roster
Income Statement (yahoo.com): http://finance.yahoo.com/q/is?s=BLOX
Balance Sheet (yahoo.com): http://finance.yahoo.com/q/bs?s=BLOX
Cash Flow (yahoo.com): http://finance.yahoo.com/q/cf?s=BLOX+Cash+Flow&annual
## HOLDINGS ##
Major holdings (cnbc.com): http://data.cnbc.com/quotes/BLOX/tab/8.1
Insider transactions (yahoo.com): http://finance.yahoo.com/q/it?s=BLOX+Insider+Transactions
Insider transactions (secform4.com): http://www.secform4.com/insider-trading/BLOX.htm
Insider transactions (insidercrow.com): http://www.insidercow.com/history/company.jsp?company=BLOX
Ownership Summary (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/ownership-summary
Institutional Holdings (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/institutional-holdings
Insiders (SEC Form 4) (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/insider-trades
Insider Disclosure (otcmarkets.com): http://www.otcmarkets.com/stock/BLOX/insider-transactions
## SOCIAL MEDIA AND OTHER VARIOUS SOURCES ##
PST (pennystocktweets.com): http://www.pennystocktweets.com/stocks/profile/BLOX
Market Watch (marketwatch.com): http://www.marketwatch.com/investing/stock/BLOX
Bloomberg (bloomberg.com): http://www.bloomberg.com/quote/BLOX:US
Morningstar (morningstar.com): http://quotes.morningstar.com/stock/s?t=BLOX
Bussinessweek (businessweek.com): http://investing.businessweek.com/research/stocks/snapshot/snapshot_article.asp?ticker=BLOX
$BLOX DD Notes ~ http://www.ddnotesmaker.com/BLOX
$BLOX DD Notes ~ http://www.ddnotesmaker.com/BLOX
bullish
starting to make higher lows
three gaps down in a trend usually means a reversal soon (Sanku Three Gaps pattern)
http://www.investopedia.com/terms/s/sanku.asp
last gap was an exhaustion gap on highest volume
$BLOX recent news/filings
## source: finance.yahoo.com
Thu, 25 Sep 2014 20:13:30 GMT ~ INFOBLOX INC Files SEC form 10-K, Annual Report
read full: http://biz.yahoo.com/e/140925/blox10-k.html
*********************************************************
Mon, 22 Sep 2014 07:01:00 GMT ~ You Can’t Manage What You Can’t See: Infoblox Network Insight Delivers New Levels of Visibility and Productivity
[Business Wire] - Infoblox Inc. , the network control company, today announced enhancements to Infoblox Network Insight, a solution that brings previously disparate real-time network infr
read full: http://finance.yahoo.com/news/t-manage-t-see-infoblox-070100478.html
*********************************************************
Mon, 15 Sep 2014 20:29:01 GMT ~ INFOBLOX INC Files SEC form 8-K, Change in Directors or Principal Officers
read full: http://biz.yahoo.com/e/140915/blox8-k.html
*********************************************************
Mon, 15 Sep 2014 20:25:00 GMT ~ Infoblox Appoints Thorsten Freitag as Executive Vice President of Worldwide Field Operations
[Business Wire] - Infoblox Inc. today announced the promotion of Thorsten Freitag to Executive Vice President, Worldwide Field Operations, effective October 1, 2014. In his new role, Fre
read full: http://finance.yahoo.com/news/infoblox-appoints-thorsten-freitag-executive-202500549.html
*********************************************************
Mon, 08 Sep 2014 13:44:50 GMT ~ Infoblox (BLOX) is in Overbought Territory: What's Next?
[Zacks] - Infoblox (BLOX) is in Overbought Territory: What's Next?
read full: http://finance.yahoo.com/news/infoblox-blox-overbought-territory-whats-134450256.html
*********************************************************
$BLOX charts
basic chart ## source: stockcharts.com
basic chart ## source: stockscores.com
big daily chart ## source: stockcharts.com
big weekly chart ## source: stockcharts.com
$BLOX company information
## source: otcmarkets.com
Link: http://www.otcmarkets.com/stock/BLOX/company-info
Ticker: $BLOX
OTC Market Place: Not Available
CIK code: not found
Company name: Infoblox, Inc.
Incorporated In:
Business Description:
$BLOX share structure
## source: otcmarkets.com
Market Value: Not Available
Shares Outstanding: Not Available
Float: Not Available
Authorized Shares: Not Available
Par Value: Not Available
$BLOX extra dd links
Company name: Infoblox, Inc.
## STOCK DETAILS ##
After Hours Quote (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/after-hours
Option Chain (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/option-chain
Historical Prices (yahoo.com): http://finance.yahoo.com/q/hp?s=BLOX+Historical+Prices
Company Profile (yahoo.com): http://finance.yahoo.com/q/pr?s=BLOX+Profile
Industry (yahoo.com): http://finance.yahoo.com/q/in?s=BLOX+Industry
## COMPANY NEWS ##
Market Stream (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/stream
Latest news (otcmarkets.com): http://www.otcmarkets.com/stock/BLOX/news - http://finance.yahoo.com/q/h?s=BLOX+Headlines
## STOCK ANALYSIS ##
Analyst Research (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/analyst-research
Guru Analysis (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/guru-analysis
Stock Report (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/stock-report
Competitors (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/competitors
Stock Consultant (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/stock-consultant
Stock Comparison (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/stock-comparison
Investopedia (investopedia.com): http://www.investopedia.com/markets/stocks/BLOX/?wa=0
Research Reports (otcmarkets.com): http://www.otcmarkets.com/stock/BLOX/research
Basic Tech. Analysis (yahoo.com): http://finance.yahoo.com/q/ta?s=BLOX+Basic+Tech.+Analysis
Barchart (barchart.com): http://www.barchart.com/quotes/stocks/BLOX
DTCC (dtcc.com): http://search2.dtcc.com/?q=Infoblox%2C+Inc.&x=10&y=8&sp_p=all&sp_f=ISO-8859-1
Spoke company information (spoke.com): http://www.spoke.com/search?utf8=%E2%9C%93&q=Infoblox%2C+Inc.
Corporation WIKI (corporationwiki.com): http://www.corporationwiki.com/search/results?term=Infoblox%2C+Inc.&x=0&y=0
## FUNDAMENTALS ##
Call Transcripts (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/call-transcripts
Annual Report (companyspotlight.com): http://www.companyspotlight.com/library/companies/keyword/BLOX
Income Statement (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/financials?query=income-statement
Revenue/EPS (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/revenue-eps
SEC Filings (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/sec-filings
Latest filings (otcmarkets.com): http://www.otcmarkets.com/stock/BLOX/filings
Latest financials (otcmarkets.com): http://www.otcmarkets.com/stock/BLOX/financials
Short Interest (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/short-interest
Dividend History (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/dividend-history
RegSho (regsho.com): http://www.regsho.com/tools/symbol_stats.php?sym=BLOX&search=search
OTC Short Report (otcshortreport.com): http://otcshortreport.com/index.php?index=BLOX
Short Sales (otcmarkets.com): http://www.otcmarkets.com/stock/BLOX/short-sales
Key Statistics (yahoo.com): http://finance.yahoo.com/q/ks?s=BLOX+Key+Statistics
Insider Roster (yahoo.com): http://finance.yahoo.com/q/ir?s=BLOX+Insider+Roster
Income Statement (yahoo.com): http://finance.yahoo.com/q/is?s=BLOX
Balance Sheet (yahoo.com): http://finance.yahoo.com/q/bs?s=BLOX
Cash Flow (yahoo.com): http://finance.yahoo.com/q/cf?s=BLOX+Cash+Flow&annual
## HOLDINGS ##
Major holdings (cnbc.com): http://data.cnbc.com/quotes/BLOX/tab/8.1
Insider transactions (yahoo.com): http://finance.yahoo.com/q/it?s=BLOX+Insider+Transactions
Insider transactions (secform4.com): http://www.secform4.com/insider-trading/BLOX.htm
Insider transactions (insidercrow.com): http://www.insidercow.com/history/company.jsp?company=BLOX
Ownership Summary (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/ownership-summary
Institutional Holdings (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/institutional-holdings
Insiders (SEC Form 4) (nasdaq.com): http://www.nasdaq.com/symbol/BLOX/insider-trades
Insider Disclosure (otcmarkets.com): http://www.otcmarkets.com/stock/BLOX/insider-transactions
## SOCIAL MEDIA AND OTHER VARIOUS SOURCES ##
PST (pennystocktweets.com): http://www.pennystocktweets.com/stocks/profile/BLOX
Market Watch (marketwatch.com): http://www.marketwatch.com/investing/stock/BLOX
Bloomberg (bloomberg.com): http://www.bloomberg.com/quote/BLOX:US
Morningstar (morningstar.com): http://quotes.morningstar.com/stock/s?t=BLOX
Bussinessweek (businessweek.com): http://investing.businessweek.com/research/stocks/snapshot/snapshot_article.asp?ticker=BLOX
$BLOX DD Notes ~ http://www.ddnotesmaker.com/BLOX
I'd say it's worked out pretty well for a month and a few days. Good buy.
BLOX 13.56 been watching this since it bottomed in the low $12s. Lacks range, but if you like small steady, lotsa runway
The 'Wolve$' are eatin it below 13$.Woot Wooot.May Clo$ed up Green.
BLOX Chart: Major Bullish Divergence Alert -
This is quite spectacular………checkout Accum/Dist, PVO & CMF…….all three are heading due north, but look at the candle formed Friday and the share price……..BLOX formed a Red Long Legged Doji & closed down 36% for the day…………when Accum/Dist, PVO & CMF are up, but the share price closed down that = bullish divergence……..& is just what you want to look for when scanning for bounce plays……
This is the really funny part -
Citi and Deutsche Bank currently rate Infloblox at Neutral and Hold, respectively, and have significantly cut its price targets, Citi from $25 to $15 and Deutsche Bank from $30 to $18.
$15 & 18 Targets……….& that is the downgrade after bad news……….
BLOX hit a new 52 week low on Friday when 12.01 was hit……BLOX closed @ 12.96 on Fri………that is well below the new downgraded share price targets………..now you see why there was Bullish Divergence on Friday……..
BLOX on bounce radar……………..$$$
re fallen/sued relatively prestigious stock internet stock
that got 2 buys and 2 over-performs by rooters survey
well, they often do recover some, and of course it could fall
below that resistance $12 this coming week or whenever
I do get interested in watching such angel falls, and actually playing occasionally
Take JCP, please, I bought at $7, sold at $6 and that traditional retail guy is (getting some revenge &) said to be turning it around, so it's the last time I looked at it was into $9
everybody can chicken out, take this:
I sold RAD and Sirius way before they bloomed
I bought at 26 cents some biotech warrants when they so radically fell one day a month ago, but they're 18 cents now, so of course they'll find a novel mode to gig/erase/miraculously negate a virus or a cancer in the heat of this july summer ... not
After the MM's get their shares, a pop to $14 would be sweet!
Looks like 12.00 is the bottom
I have an alert set at $13.5. No interest until that is taken back. It should've bounced back already, imo.
Done DayTradng for the Day!!!Can't be tooo Greeedy.Moooolllaaahhhh
Lovin this this HF ATM Friday Machine!!!!
This POS is HFtrader for ATM$ Fridayyyy Weeeeeee!!!!
Down Heavy!!!Will Spike up $0me.In 12.94
Wondering if $12.30 area will hold
Let$ bring this POS to DOWN a Buck!!!!GS Shorted it heavy.Woot Woot.
Shadowtrader has been playing that one. I'm sure it will be mentioned and discussed.
You also bud - keep an eye on SPLK also
No doubt. Here come the lawsuits. Line them up. I want to play the bounce if it pans out. Watch the 1st 5 min bar, then set an alert. Good luck if you play it!
All time prevoius low 13.73
Current PM LOW 13.63
Should be interesting - cautious here though in either direction
CEO resignation, could be capitulation. Will play in this sandbox today.
Close to all time low AH
good call troub!
Yup, it should bounce in do time. I'm guessing he was maxed out on margin. I'll be back in tomorrow.
Back to flipping my pennies
Why? this should be a nice bounce play, just have to watch the trade tape and catch the shorties covering
Ufff the Losses in here
From 45 to 17 in 3 months
Might be a gret chance
But better watch until a good sign
This might fall even deeper
Not also in good shape their financial
And this share diving as a submarine
Not to help that, but worst
Hope it get better
If that, you will see me around
Good Luck Folcks
could this be a nice dead cat bounce today?
Well that's a dumperoo - BLOX
taken to the wood shed
Down 42%
Previous close - $33.14
PM currently - $19.15
Humty Dumpty... this thing just went SPLAT! lol
Should be some kind of bounce after that big sell off...
The FundBots are Accumulating!!!
Infoblox Inc: Recent Sell-Off Creates Buying Opportunity
By: Mani
November 29, 2013 12:58 PM
http://www.istockanalyst.com/finance/story/6668350/infoblox-inc-recent-sell-off-creates-buying-opportunity
Shares of Infoblox, Inc. (NYSE:BLOX) fell as much as 29 percent after its lower-than-expected second quarter outlook, which triggered a sell-off and sent the stock to a three-month low.
For the second quarter, Infoblox guided adjusted earnings of 9 to 11 cents a share, with revenues between $65 million to $66 million. Analysts were expecting earnings of 12 cents a share on revenues of $67.04 million for the quarter.
The key question now is whether there has been a change in momentum with its business into fiscal 2014. The answer seems to be no as key demand metrics like day sales outstanding, customer adds, and deferred revenue were intact, and the recent sell-off is overdone.
[Related -Infoblox Inc (BLOX): Can Infoblox Results Top Estimates?]
After a year of strong revenue upside that led to 35 percent product growth, Infoblox reported an in-line October quarter on revenue along with solid EPS upside driven by strong product margins.
However, after a solid fourth quarter finish, it appears that some pipeline rebuild in the first quarter, and weakness in Asia-Pacific were the main culprits preventing better revenue upside.
Sterne Agee analyst Alex Kurtz is of the view that there wasn't a negative change in the company's trajectory toward 20 percent-plus product growth for fiscal 2014.
Santa Clara, California-based Infoblox continues to grow customers at 200 per quarter, and now the count comes to 6,900, which provides a broader base to drive core IPAM (Internet Protocol Address Management), as well as DNS Firewall revenue.
[Related -Infoblox, Inc. (BLOX) Q4 Earnings Preview: What To Watch?]
More specifically, only 150 existing customers have added DNS Firewall and there is vast scope for improving this number. The company's lower-ASP Trinzic 100, suitable for branch deployments, and the security-focused DNS firewall should help it to upsell into the installed base and to address rising DNS security.
The company also unveiled the new DNS Firewall – FireEye Adapter, which combines Infoblox DNS Firewall and the malware protection system from FireEye Inc. (NASDAQ:FEYE) to protect against Advanced Persistent Threats (APTs).
Meanwhile, deferred revenue still grew faster than revenue at 32 percent versus 28 percent. Large deal transactions were flat quarter over quarter, but in dollar amount aggregate slightly down; suggesting that a few bigger deals might have flushed out during the fourth quarter compared to the first quarter, and could have accounted for some of the lack of upside surprise.
In addition, product gross margins performed well at 79.2 percent and the company continues to drive strong operating margin results, at 12.2 percent versus guidance of 8-9 percent.
The company put out a positive tone, along with maintaining fiscal 2014 revenue guidance of $270 million to $276 million. The company sees non-GAAP earnings of 44 to 54 cents a share and non-GAAP operating margin of 10.5 to 12.5 percent. Analysts, polled by Thomson Reuters, currently expect earnings of 52 cents a share on revenue of $274.52 million.
Moreover, Infoblox is well positioned to leverage its technology leadership by expanding solutions in the areas where CIOs are investing today while accelerating the market's awareness and adoption of its automated network control solutions.
As a result, though the company may have guided second quarter lower than the Street's expectations, the total available market, security products and installed base across 6,900 customers should provide enough opportunities to boost product revenue in the second half of 2014.
Thus, the sell-off in BLOX shares creates a nice buying opportunity.
Infoblox Inc: Recent Sell-Off Creates Buying Opportunity
By: Mani
November 29, 2013 12:58 PM
Shares of Infoblox, Inc. (NYSE:BLOX) fell as much as 29 percent after its lower-than-expected second quarter outlook, which triggered a sell-off and sent the stock to a three-month low.
For the second quarter, Infoblox guided adjusted earnings of 9 to 11 cents a share, with revenues between $65 million to $66 million. Analysts were expecting earnings of 12 cents a share on revenues of $67.04 million for the quarter.
The key question now is whether there has been a change in momentum with its business into fiscal 2014. The answer seems to be no as key demand metrics like day sales outstanding, customer adds, and deferred revenue were intact, and the recent sell-off is overdone.
[Related -Infoblox Inc (BLOX): Can Infoblox Results Top Estimates?]
After a year of strong revenue upside that led to 35 percent product growth, Infoblox reported an in-line October quarter on revenue along with solid EPS upside driven by strong product margins.
However, after a solid fourth quarter finish, it appears that some pipeline rebuild in the first quarter, and weakness in Asia-Pacific were the main culprits preventing better revenue upside.
Sterne Agee analyst Alex Kurtz is of the view that there wasn't a negative change in the company's trajectory toward 20 percent-plus product growth for fiscal 2014.
Santa Clara, California-based Infoblox continues to grow customers at 200 per quarter, and now the count comes to 6,900, which provides a broader base to drive core IPAM (Internet Protocol Address Management), as well as DNS Firewall revenue.
[Related -Infoblox, Inc. (BLOX) Q4 Earnings Preview: What To Watch?]
More specifically, only 150 existing customers have added DNS Firewall and there is vast scope for improving this number. The company's lower-ASP Trinzic 100, suitable for branch deployments, and the security-focused DNS firewall should help it to upsell into the installed base and to address rising DNS security.
The company also unveiled the new DNS Firewall – FireEye Adapter, which combines Infoblox DNS Firewall and the malware protection system from FireEye Inc. (NASDAQ:FEYE) to protect against Advanced Persistent Threats (APTs).
Meanwhile, deferred revenue still grew faster than revenue at 32 percent versus 28 percent. Large deal transactions were flat quarter over quarter, but in dollar amount aggregate slightly down; suggesting that a few bigger deals might have flushed out during the fourth quarter compared to the first quarter, and could have accounted for some of the lack of upside surprise.
In addition, product gross margins performed well at 79.2 percent and the company continues to drive strong operating margin results, at 12.2 percent versus guidance of 8-9 percent.
The company put out a positive tone, along with maintaining fiscal 2014 revenue guidance of $270 million to $276 million. The company sees non-GAAP earnings of 44 to 54 cents a share and non-GAAP operating margin of 10.5 to 12.5 percent. Analysts, polled by Thomson Reuters, currently expect earnings of 52 cents a share on revenue of $274.52 million.
Moreover, Infoblox is well positioned to leverage its technology leadership by expanding solutions in the areas where CIOs are investing today while accelerating the market's awareness and adoption of its automated network control solutions.
As a result, though the company may have guided second quarter lower than the Street's expectations, the total available market, security products and installed base across 6,900 customers should provide enough opportunities to boost product revenue in the second half of 2014.
Thus, the sell-off in BLOX shares creates a nice buying opportunity.
Expect a great bounce next week...Margin Calls prolly
all closed out today.Big Boys will comeback early Monday.
Day trade it before the robots :)
Buy BLOX per UBS and WedBush Securities...
http://investorwand.com/recommendations/viewcompany/3525
Imp figures in Q3 call transcript
http://www.earningsimpact.com/Transcript/84648/TIVO/Tivo-Inc----Q3-2013-Earnings-Call
-13+Pretty Nasty manipulation all day!!!woooot,Will Bounce!!!
uglier and uglier...nobody manning the terminals to buy it up due to Thanksgiving tomorrow...nobody wants to get caught holding... perfect setup for shorts to mush it into the ground lol. Every time I look it's down another 50 cents and falling
Tiny float. When the ones who want out are done dumping and the shorts cover it will bounce. May be a few days
-12.10u got to DayTrade it with the Robots.
Followers
|
5
|
Posters
|
|
Posts (Today)
|
0
|
Posts (Total)
|
72
|
Created
|
02/22/13
|
Type
|
Free
|
Moderators |
Volume | |
Day Range: | |
Bid Price | |
Ask Price | |
Last Trade Time: |