According to 650 Group's recently published report, in 4Q21, revenues of the Application Delivery Controller (ADC) market were 2% greater than the year-ago quarter. For the full year, the market grew modestly. Over the last four quarters, the market has consistently grown on a Y/Y basis. Our report also includes an updated long-term ADC forecast.
The top 5 vendors in the quarter (ranked by revenue size in the report) were the following:
F5 - declined Y/Y
Citrix - declined Y/Y
Radware - grew Y/Y
A10 - grew Y/Y
Kemp - grew Y/Y
On a regional basis, Greater China had the strongest Y/Y growth and on a Q/Q basis. In January, Vista Equity Partners and Evergreen Coast Capital announced their plans to acquire Citrix for $16.5B. We expect the deal will impact Citrix’s installed base while they evaluate the impact of the deal.
Regional revenue performance in the quarter for the largest four regions was as follows:
-- North America - declined Y/Y
-- Europe - declined Y/Y
-- Asia Pacific (excluding China) - declined Y/Y
-- Middle East and Africa - declined Y/Y
The ADC report breaks out over five vendors and includes detailed segmentation, forecasting, and market shares. Please contact us for press inquiries and further report information. In 650 Group's top vendor performance, we only include vendors broken out directly in the report. Vendor's in our rest-of-market category are not included in the top performing list.
About 650 Group
650 Group is a leading Market Intelligence Research firm for communications, data center, cloud, enterprise, and SP markets. Our team has decades of research experience, has worked in the technology industry, and is active throughout the supply chain throughout the world.
F5 kicked off its #F5Agility18 conference with over 1,300 attendees. The company’s themes was “Any app, anywhere,” and words repeated included “Automation” and “as a service.” The company is moving towards selling security as a standalone offering. Accompanying the show, there was a press release announcing Gi LAN traffic management and Gi Firewall VNFs generally available September 2018 focused on mobile operators, available on capacity-based consumption model. A striking difference between this year’s conference in Boston and last year’s conference in Chicago was that a significant portion of the management team is different: new CIO, CFO, regional VP, Chief Strategy Officer, two new SVP/GMs of business units, EVP HR, EVP Services.
Generally, the company is planning on delivering new capabilities:
Here are the three eras of market development for F5:
The company is putting significant investment into SP, software, automation. “Any app, anywhere” vision.