FFIV · 10-Q · 2026Q2 · Full report

Market Demand Trends

F5, INC. · 2026-08-06 · Importance 64 · Surprise 56

F5 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 revenues increased 2.7%, primarily from maintenance contracts. Systems revenue grew 31.6% for the nine-month period, primarily due to increased customer demand, and deferred revenue reached $2.2 billion, primarily reflecting strong systems shipments and growth in subscription offerings.