FFIV · Technology
F5, INC.
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-08-08
- Market Demand TrendsImportance 17 · Surprise 24Third-party reporting described robust systems demand in F5’s quarter ended June 2026. Demand was also supported by continued strength in software and services, indicating interest across F5’s hardware, software, and…
News · 2026-08-07
- Guidance / OutlookImportance 47 · Surprise 60Third-party reporting said F5 increased its full-year 2026 revenue outlook following strong third-quarter results. The reports did not provide the revised revenue amount or detailed margin and capital-expenditure…
- AI Security Product LaunchImportance 31 · Surprise 42F5 launched F5 AI Guardrails, an NVIDIA-powered AI-native security layer for enterprise applications. The product is positioned to address security controls around AI deployment and reinforce F5’s role in AI…
- Market Demand TrendsImportance 17 · Surprise 24Third-party reporting described robust systems demand in F5’s quarter ended June 2026. Demand was also supported by continued strength in software and services, indicating interest across F5’s hardware, software, and…
10-Q · 2026-08-06
- Acquisition and Capital ExpendituresImportance 96 · Surprise 100F5 used $47.6 million to acquire a business during the nine months ended June 30, 2026. The company invested $63.7 million in capital expenditures to maintain operations worldwide. Cash used in investing activities…
- Systems and Software GrowthImportance 64 · Surprise 56Systems revenue increased 32.4% year over year to $239.5 million in the quarter ended June 30, 2026 and 31.6% to $684.3 million for the nine-month period. Software revenue increased 7.4% to $223.3 million in the…
- Market Demand TrendsImportance 64 · Surprise 56F5 reported total net revenues of $2.499 billion for the nine months ended June 30, 2026, up 9.7% year over year. Net product revenues increased 17.3%, driven by higher systems and software revenues, while net service…
- Products and TechnologyImportance 60 · Surprise 40F5 offers application delivery and security solutions through F5 BIG-IP software and systems, F5 NGINX software, and F5 Distributed Cloud Services. BIG-IP is sold through subscription and perpetual licenses, NGINX…
- Headcount and RestructuringImportance 59 · Surprise 82F5 recorded restructuring charges of negative $0.03 million in the June 30, 2026 quarter and negative $0.388 million for the nine months ended June 30, 2026. The comparable nine-month period in 2025 included $11.321…
- Capital Return ProgramImportance 58 · Surprise 42F5 repurchased $501.1 million of common stock, including excise taxes, during the nine months ended June 30, 2026. Share repurchases were the primary financing cash use and contributed to $464.2 million of net cash…
- Revenue Performance and MixImportance 54 · Surprise 40Total net revenue increased to $865.1 million in the three months ended June 30, 2026, up 10.9% from $780.4 million, and reached $2.499 billion for the nine months, up 9.7% from $2.278 billion. Product revenue rose…
- Gross Margin DriversImportance 54 · Surprise 40Gross margin increased to 82.2% for the quarter ended June 30, 2026 from 81.0% in the prior-year quarter, while nine-month gross margin increased to 81.7% from 81.1%. Quarterly gross profit increased $79.8 million to…
- Operating Expense TrendsImportance 54 · Surprise 40Operating expenses increased 14.4% year over year to $498.2 million in the quarter ended June 30, 2026 and 11.6% to $1.437 billion for the nine-month period. Sales and marketing expense rose 8.0% quarterly and 9.0%…
- Liquidity and Cash PositionImportance 54 · Surprise 40Cash, cash equivalents, short-term investments, and long-term investments totaled $1.628 billion at June 30, 2026, up $267.8 million from $1.360 billion at September 30, 2025. Operating activities generated $841.4…
- Cybersecurity IncidentImportance 53 · Surprise 60On October 15, 2025, F5 disclosed a security incident in which a threat actor maintained long-term, persistent access to F5 systems and exfiltrated certain files. During the nine months ended June 30, 2026, F5 incurred…
- Revenue Concentration RiskImportance 37 · Surprise 6Customer A represented 16.4% of total quarterly revenue and 17.2% of nine-month revenue for the periods ended June 30, 2026. Customer B represented 18.4% of quarterly revenue and 23.1% of nine-month revenue in the same…
- Distribution ChannelsImportance 37 · Surprise 6F5 markets and sells its products primarily through multiple indirect sales channels across the Americas, EMEA, and APAC. Enterprise customers, including Fortune 1000 and Business Week Global 1000 companies, remain the…
News · 2026-08-06
- Capital Return ProgramImportance 64 · Surprise 42F5 repurchased $500 million of its shares during the period reported in the June 30, 2026 Form 10-Q. The repurchases reduced the company’s share count and represented a significant capital-allocation activity. The…
- Revenue Performance and MixImportance 54 · Surprise 40F5 reported fiscal third-quarter 2026 revenue of $865.08 million, up 10.9% year over year. Growth was primarily driven by product revenue, increased systems demand, and continued strength in software and services.…
- Cyber Incident Response CostsImportance 52 · Surprise 42F5 reported $26.5 million of costs related to responding to a cyber incident in its quarter ended June 30, 2026. The costs are material under the company’s $865 million revenue threshold and may increase operating…
- SurePath AI AcquisitionImportance 52 · Surprise 42F5 acquired SurePath AI for $50.1 million during the quarter ended June 30, 2026. The transaction expands F5’s AI-related security capabilities and is financially material relative to the company’s $865 million…
- Liquidity and Cash PositionImportance 13 · Surprise 6F5 held $1.6 billion of cash and cash equivalents as of June 30, 2026. The company had 56.8 million shares outstanding at that date. Cash liquidity provides capacity for the $500 million share-repurchase program, the…
News · 2026-08-05
- Market Demand TrendsImportance 17 · Surprise 24Third-party reporting described robust systems demand in F5’s quarter ended June 2026. Demand was also supported by continued strength in software and services, indicating interest across F5’s hardware, software, and…
News · 2026-08-04
- Revenue Performance and MixImportance 54 · Surprise 40F5 reported fiscal third-quarter 2026 revenue of $865.08 million, up 10.9% year over year. Growth was primarily driven by product revenue, increased systems demand, and continued strength in software and services.…
- Cybersecurity Breach LitigationImportance 31 · Surprise 42A shareholder class action was filed against F5 in the United States alleging that the company concealed a significant security breach affecting its product offerings. The proposed class covers investors who purchased…
- Cloud WAAP Market DemandImportance 17 · Surprise 24F5 achieved Leader-tier status in the SecureIQLab 2026 Cloud WAAP v5.0 CyberRisk Validation Comparative Report. Its Distributed Cloud WAAP solution reportedly exceeded industry averages in security efficacy and…
- Market Demand TrendsImportance 17 · Surprise 24Third-party reporting described robust systems demand in F5’s quarter ended June 2026. Demand was also supported by continued strength in software and services, indicating interest across F5’s hardware, software, and…