Riverbed Technology, Inc.San Francisco, CA, United States (NASDAQ (GM): RVBD)

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Riverbed Technology Competition

Now Viewing Riverbed Technology's competition in: Computer Software Development (primary)

Recent Developments

Developers Told to Plan for Hardware Changes - Computer hardware designers are encouraging computer software developers to think about programming for hardware platforms that may include thousands of processor cores, according to Intel. Mainstream developers have been unwilling to do the extra work to program for more cores than are currently shipping in products. Developers should consider major changes in their code base and engineering methodologies and conventions, according to Intel.

Apple Sells Third-Party Phone Software - Apple's new App Store could grow into a $1 billion market by 2009, according to investment bank Piper Jaffray. App Store, which opened in July 2008, will offer third-party applications for the Apple iPhone 3G. Software companies that develop applications for the iPhone 3G are likely to benefit from the growing popularity of Apple's wireless phones.

IT Spending Growth Expected to Slow - US corporate spending on IT products and services, a driver of demand for computer software, will grow more slowly year-over-year in 2008, according to Bernstein Research. IT spending will increase between 4 and 5 percent in 2008, compared with a 9 percent increase during 2007. Computer storage products will be a key spending priority; spending on external consulting and IT services is expected to decline.

Competitive Landscape

The US economy heavily influences business spending for software products. The success of programming companies depends heavily on strong technical expertise. The success of packaged-software companies depends on technical expertise and good marketing. Small software companies compete mainly by developing packaged products in small niches or producing custom products for individuals. Many small companies form alliances with larger ones to market their products.

Computer Software Development Industry Forecast

from Hoover's/D&B subsidiary First Research

The output of US software publishers is forecast to grow at an annual compounded rate of 6 percent between 2008 and 2013.

Computer Software Growth Uneven

First Research forecasts are based on INFORUM forecasts that are licensed from the Interindustry Economic Research Fund, Inc. (IERF) in College Park, MD. INFORUM's "interindustry-macro" approach to modeling the economy captures the links between industries and the aggregate economy.

First Research Opportunity Rating

The First Research Opportunity Rating is First Research's estimate of industry performance vs. industry risk over the next 12 to 24 months.

  • Demand: Internet use drives new software development
  • Efficient use of expensive labor required
  • Risk: Slow economy cuts corporate demand

Industries Where Riverbed Technology Competes

  • Computer Software
    • Networking & Connectivity Software (primary)
  • Computer Hardware
    • Computer Networking Equipment
      • Routing & Switching Equipment