F5 (FFIV) Company Report

A class action was filed in the U.S. District Court for the Western District of Washington on behalf of investors who bought F5 stock between Oct. 28, 2024 and Oct. 27, 2025.
Plaintiffs allege F5 concealed a “long-term, persistent” breach of its BIG-IP systems, despite publicly touting its cybersecurity effectiveness; the breach was first disclosed on Oct. 15, 2025.
Following the breach disclosure, F5’s share price dropped from $343.17 on Oct. 14 to $295.35 on Oct. 16 (~13.9%), and then from $290.41 on Oct. 27 to $258.76 on Oct. 28 (10.9%) after Q4 FY 2025 results and weak guidance.
The lead plaintiff motion deadline is February 17, 2026.

1 day ago

Press Release

F5, Inc. faces class action lawsuit over security breach disclosure

FFIV

Legal Proceedings

Levi & Korsinsky, LLP filed a class action on behalf of investors who purchased F5 securities between October 28, 2024 and October 27, 2025, alleging the company misled the market about its security capabilities.
The complaint contends F5 concealed a significant security breach impacting its BIG-IP product, its highest-revenue offering, and overstated its ability to secure client data.
On October 27, 2025, F5 reported Q4 FY2025 results and issued below-market growth guidance for FY2026, citing reduced sales, elongated sales cycles and increased remediation expenses due to the breach.
Following the disclosure, F5’s share price fell from $290.41 on October 27 to $258.76 on October 28, a 10.9% decline over two days.
Investors have until February 17, 2026 to apply for lead plaintiff status in the case.

1 day ago

Press Release

F5 provides strategic update at Barclays 23rd Annual Global Technology Conference

FFIV

F5 disclosed on October 15 that a nation-state actor breached its BIG-IP systems; it guided customers through rapid patching using peer best practices, received positive feedback, and reports remediation is largely complete with ongoing environment hardening.
The company assessed the financial impact of the breach as limited, citing resilience in its services and renewals streams; it foresees only potential short-term deferrals of new projects and expects demand to normalize, while noting deeper executive engagement as a silver lining.
Software growth is driven by subscription expansions on the ADSP platform; F5 expects mid-single-digit growth in FY 2026 due to a smaller renewal cohort and anticipates double-digit growth beyond FY 2026 as larger cohorts renew.
Hardware demand is bolstered by hybrid/multi-cloud adoption and AI-driven data-center modernization, with the refresh cycle still in early stages; additionally, “shadow AI” use cases are driving about one-third of systems revenue, suggesting a potential secular uplift.
F5’s AI strategy focuses on high-performance data delivery, AI runtime security (enhanced by the Calypso AI acquisition), and AI factory load balancing via the NVIDIA reference architecture; indirect “shadow AI” deployments further support system sales growth.

Dec 10, 2025, 7:00 PM

Transcript

F5 discusses breach impact, software growth, and AI strategy at Barclays tech conference

FFIV

M&A

F5 disclosed a nation-state breach impacting its BIG-IP product on October 15, prompting rapid customer remediation efforts; feedback has been overwhelmingly positive and updates are now “business as usual”.
The software business, driven by subscription renewals and ADSP platform expansions, grew 9% in FY 2025 with mid-single-digit guidance for FY 2026 (due to a smaller renewal cohort) and is expected to return to double-digit growth in FY 2027.
Hardware demand has strengthened amid data-center modernization and AI preparedness, extending beyond the typical 2–3-year refresh cycle and showing signs of broader market growth.
F5 outlined three AI use cases: high-performance AI data delivery via BIG-IP, AI runtime security bolstered by the CalypsoAI acquisition, and AI factory load balancing through an NVIDIA reference architecture.

Dec 10, 2025, 7:00 PM

Transcript

F5 provides update on security breach and growth drivers at Barclays conference

FFIV

F5 confirmed a nation-state breach of BIG-IP systems disclosed on October 15 and reported orderly customer remediation, with most patches applied and operations back to business as usual.
The CFO said the breach had limited guidance impact, as services and renewals are resilient, though some new projects may face short-term deferrals; demand is expected to normalize by year-end.
F5 projects double-digit software growth beyond FY 2026, driven by customer expansion on its ADSP platform and a renewal cohort headwind in FY 2026 turning into a tailwind in FY 2027.
Hardware demand is supported by data center modernization for hybrid/multi-cloud and AI readiness, with refresh cycles still early in their typical 2–3 year uplift.
AI initiatives include high-performance data delivery, runtime security (via Calypso AI acquisition) and factory load balancing, while “shadow AI” drives about one-third of non-refresh system sales growth.

Dec 10, 2025, 7:00 PM

Transcript

F5 outlines multi-cloud and AI-driven platform expansion

FFIV

Revenue Acceleration/Inflection

M&A

F5 has evolved from a hardware-centric vendor to a unified Application Delivery and Security Platform offering hardware, software, and SaaS to secure and deliver apps and APIs across any environment.
Enterprises are increasing private data center investments—driven by cost, regulation, resilience, and AI data gravity—leading to hybrid and multi-cloud complexity that F5’s platform addresses.
AI initiatives are creating new use cases for F5’s layer-7 traffic management in data delivery and security, bolstered by the Calypso AI acquisition and an NVIDIA GPU integration.
F5 delivered ~10% revenue growth in fiscal 2025, led by strong systems demand from tech refresh cycles and new use cases like cloud repatriation and data center modernization.
Following a BIG-IP breach, F5 prioritized transparency and rapid customer remediation, enhanced code-integrity processes, and partnered with CrowdStrike to embed EDR on its platform.

Nov 19, 2025, 6:20 PM

Transcript

F5 outlines multicloud and AI-driven growth strategy

FFIV

Revenue Acceleration/Inflection

Guidance Update

M&A

F5 has evolved from a hardware vendor into a unified Application Delivery and Security Platform—offering hardware, software, and SaaS to secure and deliver every app and API across hybrid and multi-cloud environments.
The company delivered strong fiscal 2025 results with just under 10% revenue growth, well above its initial 4–5% guidance, driven by both tech refreshes and new, non-refresh use cases.
F5’s transparent response to the BIG-IP security breach (announced October 15) earned high marks for swift customer collaboration on patches and is prompting enhanced code-integrity measures and an AI-powered security partnership with CrowdStrike.
Management highlighted secular opportunities in hybrid multi-cloud adoption and AI-driven use cases—spanning data-delivery optimization, AI model security (bolstered by the Calypso AI acquisition), and NVIDIA-integrated GPU-cluster traffic management.
For fiscal 2026, F5 expects any breach-related operational friction to be short-lived with demand stabilizing in H2, while its software and distributed cloud services are positioned for renewed acceleration.

Nov 19, 2025, 6:20 PM

Transcript

F5 highlights hybrid multi-cloud platform and AI strategy

FFIV

F5 has evolved from hardware to a unified Application Delivery and Security Platform spanning hardware, software, and SaaS to secure and deliver apps/APIs across any environment.
Enterprises are reinvesting in private data centers (pre-2023 flat, now growing) due to cost optimization, regulation, resilience, and AI data gravity, driving hybrid multi-cloud complexity.
AI demands fine-grained layer-7 traffic processing and security, opening new uses for F5 in data delivery, AI firewalls (via CalypsoAI acquisition), and GPU cluster traffic management with NVIDIA collaboration.
Fiscal 2025 delivered ~10% revenue growth, led by systems business gains from tech refresh and new use cases, suggesting durable hardware growth beyond historical declines.
Following a BIG-IP security breach, F5 prioritized transparent disclosures, customer patching collaboration, and long-term code integrity enhancements, including a CrowdStrike EDR integration.

Nov 19, 2025, 6:20 PM

Transcript

F5 integrates CrowdStrike Falcon into BIG-IP

FFIV

Product Launch

F5 and CrowdStrike formed a strategic alliance to embed CrowdStrike Falcon Sensor and OverWatch Threat Hunting into F5 BIG-IP, delivering advanced workload security at the network edge.
The integration extends detection and response beyond endpoints, unifying AI-driven security across critical application and API traffic.
Over 200 customers have already adopted Falcon for BIG-IP, demonstrating early market traction, with access provided free of charge through October 14, 2026.

Nov 12, 2025, 2:04 PM

Press Release

F5 reports Q4 results and faces scrutiny after cybersecurity incident

FFIV

Guidance Update

Legal Proceedings

On October 27, 2025, F5 reported Q4 and FY 2025 financial results and guided for 0–4% revenue growth in 2026, down from 10% in 2025, attributing the slowdown to the August cybersecurity breach.
Following the earnings and guidance, F5 shares slid $22.83 (−7.8%) on October 28, 2025, erasing over $1.3 billion in market value.
F5 disclosed on October 15, 2025, that a nation-state threat actor maintained long-term access and downloaded files from its systems in August 2025, triggering a 13.9% share drop over two trading days.
Shareholder rights firm Hagens Berman has initiated an investigation into whether F5’s disclosure of the breach complied with SEC timely-reporting requirements.

Nov 10, 2025, 7:12 PM

Press Release

Earnings Transcripts

Quarterly earnings call transcripts for F5.

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