F5, Inc.
258.76-8.82 (-3.3%)
Oct 29, 4:00:02 PM EDT · NasdaqGS · FFIV · USD
Report date
≈ Jan 27, 2026 (in 89 days)EPS
3.38 (3.28 ~ 3.49)Revenue
746.97M (724.52M ~ 760.70M)Key Stats
Market Cap
14.93BP/E (TTM)
21.93Basic EPS (TTM)
11.80Dividend Yield
0%Recent Filings
8-K
8-K
F5 cyber breach disclosed
F5 disclosed a sophisticated nation-state cyber intrusion detected on August 9, 2025, involving unauthorized access to BIG-IP development systems and exfiltration of source code plus vulnerability details. Containment succeeded without evidence of exploitation or supply chain changes, though some customer configs were affected; no material operational hit so far. Board member Michael Montoya resigned October 9 but shifted to Chief Technology Operations Officer on October 13 to embed security company-wide. Yet risks linger from potential regulatory scrutiny.
8-K
F5 acquires Calypso AI
F5 announced its intent to acquire Calypso AI for $180 million in cash on September 11, 2025, aiming to integrate the startup's AI security platform into its Application Delivery and Security Platform for enhanced protection against emerging threats like prompt injections. This move bolsters F5's defenses in the rapidly expanding AI landscape, where traditional tools lag behind dynamic risks and regulatory demands. The deal, expected to close by September 30, 2025, should have minimal impact on F5's revenue. Integration risks loom large.
10-Q
Q3 FY2025 results
F5's Q3 FY2025 revenue climbed 12.2% y/y to $780.4M, fueled by 26.0% y/y product growth to $388.8M, while services edged up 1.2% y/y to $391.5M; gross margin held steady at 81.0%, up 0.6 points y/y. Operating income rose 20.4% y/y to $196.3M, and diluted EPS jumped 33.2% y/y to $3.25 on 58.5M shares, reconciling cleanly with net income of $189.9M. Cash from operations hit $741.6M YTD, driving cash to $1.43B; free cash flow not disclosed in the 10-Q. Two small acquisitions added $12.0M goodwill but no material impact. Ongoing NGINX copyright litigation poses a lingering risk.
8-K
F5 Q3 revenue jumps 12%
F5 reported Q3 revenue of $780 million, up 12% year over year, propelled by 26% product growth amid data center modernization and AI-driven security demands. Systems revenue surged 39%, while software rose 16%, boosting non-GAAP operating margin to 34.3%. Chair Alan Higginson retires in spring 2026 after nearly 30 years, with no successor named yet. Q4 revenue guidance holds at $780-800 million.