Citable filing context
FFIV's research view summarizes recent SEC filing context, starting with earnings from Jul 27, 2026.
| Filed | Item | Context |
|---|---|---|
| Jul 27, 2026 | earnings | F5 reported third quarter fiscal year 2026 revenue of $865 million, an 11% increase year over year. |
| Jun 23, 2026 | management_change | F5, Inc. appointed Gavin Munroe as a director, effective June 17, 2026, with $100,000 annual cash and $275,000 RSU compensation. |
| Apr 28, 2026 | earnings | F5 reported Q2 FY26 revenue of $812 million, an 11% increase year-over-year. |
| Jul 27, 2026 | Guidance: non_gaap_eps | 4.14 to 4.26 |
| Jul 27, 2026 | Guidance: non_gaap_eps | 17.21 to 17.33 |
| Jul 27, 2026 | Guidance: revenue | 870.00 to 890.00 |
| Aug 6, 2026 | mda_quarterly | F5 reported strong financial performance for the nine months ended June 30, 2026, with total net revenues reaching $2.5 billion, up from $2.3 billion in the prior year. Growth was driven by a 17.3% increase in product revenue, fueled by a 31.6% surge in systems revenue and a 4.3% rise in software revenue. The company’s core portfolio—comprising BIG-IP systems and software, NGINX, and Distributed Cloud Services—remains the primary revenue engine. Operating expenses rose to $1.44 billion, largely due to increased personnel costs and professional service fees associated with the October 2025 cyber incident. The company continues to invest heavily in research and development to support its hybrid and multicloud strategy. Despite these costs, F5 maintains a robust liquidity position, ending the period with $1.63 billion in cash and investments. Capital allocation remains focused on share repurchases, with $501.1 million utilized for buybacks during the first nine months of fiscal 2026. Management continues to monitor macroeconomic headwinds, including supply chain constraints and inflationary pressures on component costs, while navigating the ongoing integration of acquired technologies and the competitive landscape of the application delivery and security market. |
| May 5, 2026 | mda_quarterly | F5 reported strong financial performance for the six months ended March 31, 2026, with total revenue reaching $1.63 billion. Growth was driven by a 16.3% increase in product revenue, fueled by robust demand for systems and software, including F5 BIG-IP, NGINX, and F5 Distributed Cloud Services. Service revenue also saw steady growth, supported by increased maintenance contract renewals. Gross margins remained healthy at approximately 81.5%, despite rising personnel and technology costs. Operating expenses rose due to higher headcount and increased professional service fees, the latter specifically linked to remediation efforts following an October 2025 cyber incident. Despite these costs, the company maintains a strong liquidity position with $1.46 billion in cash and investments. Management continues to prioritize capital returns, utilizing $401.1 million for share repurchases during the first half of the fiscal year. While the company faces macroeconomic headwinds—including potential supply chain constraints, inflationary pressures, and geopolitical volatility—it expects current cash flows to sufficiently cover operational needs and strategic investments. Deferred revenue grew to $2.1 billion, signaling sustained demand for the company’s hybrid and multicloud application delivery and security solutions across its global enterprise and government customer base. |
Source: SEC EDGAR filing text and events; period Jul 27, 2026; filed Jul 27, 2026.
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