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F5 (FFIV)

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Earnings summaries and quarterly performance for F5.

Research analysts who have asked questions during F5 earnings calls.

Amit Daryanani

Amit Daryanani

Evercore

6 questions for FFIV

Also covers: AAPL, AKAM, ANET +22 more
MN

Michael Ng

Goldman Sachs

6 questions for FFIV

Also covers: AAPL, ANET, AXON +20 more
SC

Samik Chatterjee

JPMorgan Chase & Co.

6 questions for FFIV

Also covers: AAPL, ANET, APH +32 more
Meta Marshall

Meta Marshall

Morgan Stanley

5 questions for FFIV

Also covers: ANET, AXON, BAND +30 more
Ryan Koontz

Ryan Koontz

Needham & Company, LLC

5 questions for FFIV

Also covers: AAOI, ADTN, ANET +27 more
James Fish

James Fish

Piper Sandler Companies

4 questions for FFIV

Also covers: AKAM, ANET, BAND +15 more
SL

Simon Leopold

Raymond James

4 questions for FFIV

Also covers: AAOI, ANET, ATEN +17 more
Tal Liani

Tal Liani

Bank of America

4 questions for FFIV

Also covers: ANET, CHKP, CIEN +11 more
GN

George Notter

Jefferies

3 questions for FFIV

Also covers: AAOI, ADTN, ANET +18 more
Tim Long

Tim Long

Barclays

3 questions for FFIV

Also covers: ANET, CIEN, CLS +10 more
MD

Matt Dezort

William Blair & Company

2 questions for FFIV

Also covers: CSGS, HCP, S +2 more
MH

Matthew Hedberg

RBC Capital Markets

2 questions for FFIV

Also covers: ADSK, ALTR, BASE +28 more
Timothy Long

Timothy Long

Barclays

2 questions for FFIV

Also covers: ANET, CIEN, DELL +6 more
Brent Bracelin

Brent Bracelin

Piper Sandler Companies

1 question for FFIV

Also covers: ADBE, AMPL, ASAN +20 more
MS

Maryanne Sarfati

Morgan Stanley

1 question for FFIV

MD

Matt Desert

Needham & Company, LLC

1 question for FFIV

Michael Richards

Michael Richards

RBC Capital Markets

1 question for FFIV

Also covers: ADSK, EVCM, NABL +9 more
MN

Mike Ng

Goldman Sachs

1 question for FFIV

Also covers: AXON, CLS, CSCO +1 more
PT

Priyanka Thapa

J.P. Morgan

1 question for FFIV

Also covers: JAMF, KEYS, XRX
SC

Sebastien Cyrus Naji

William Blair & Company, L.L.C.

1 question for FFIV

Also covers: ANET, ARM, CSCO
SN

Sebastien Naji

William Blair

1 question for FFIV

Also covers: ALAB, ANET, ARM +1 more
Tomer Zilberman

Tomer Zilberman

Bank of America

1 question for FFIV

Also covers: CLBT, FTNT, GEN +2 more
WC

W. Chiu

Raymond James

1 question for FFIV

Also covers: HLIT, NTNX

Recent press releases and 8-K filings for FFIV.

F5 under securities investigation by Faruqi & Faruqi
FFIV
Legal Proceedings
  • Faruqi & Faruqi, LLP is investigating potential claims against F5 for allegedly making false or misleading statements and failing to disclose a major security breach affecting its BIG-IP product.
  • On October 27, 2025, F5 reported Q4 FY2025 results and cut its fiscal 2026 growth outlook due to the breach, and its stock fell 10.9%, from $290.41 to $258.76 by October 29, 2025.
  • Investors who bought F5 securities between October 28, 2024 and October 27, 2025 have until February 17, 2026 to apply for lead plaintiff status in the class action.
  • The firm urges anyone with information about F5’s conduct to contact partner Josh Wilson directly for confidential discussions.
13 hours ago
F5 faces securities class action after disclosing cybersecurity breach
FFIV
Legal Proceedings
Guidance Update
  • F5 discovered a material cybersecurity incident on August 9, 2025, involving unauthorized access to its BIG-IP source code.
  • Hagens Berman filed a securities class action alleging F5 misled investors about the breach’s severity, covering purchases between Oct. 28, 2024 and Oct. 27, 2025, with a lead plaintiff deadline of Feb. 17, 2026.
  • On Oct. 15, 2025, F5 disclosed the breach, initially reporting no material operational impact, causing shares to drop $35.40 (-10%).
  • On Oct. 27, 2025, F5 cut its 2026 revenue growth outlook to 0–4% (vs. 10% in 2025), citing delayed deals and renewals linked to the breach, triggering a further $22.83 (-7%) share decline.
1 day ago
F5 faces securities fraud investigation
FFIV
Legal Proceedings
  • The Portnoy Law Firm has launched an investigation into possible securities fraud at F5, Inc. and may file a class action on behalf of investors.
  • F5 disclosed on October 15, 2025, that a nation-state threat actor gained unauthorized access to its systems, including the BIG-IP development environment, and exfiltrated source code and undisclosed vulnerability data.
  • Following the disclosure, F5’s share price fell $35.40 (10.7%) from $330.75 to $295.35 between October 15 and 16, 2025.
5 days ago
F5 faces securities class action over cybersecurity incident disclosure
FFIV
Legal Proceedings
  • A securities class action lawsuit (Smith v. F5, Inc.) was filed on behalf of investors who acquired F5 shares between Oct. 28, 2024, and Oct. 27, 2025; lead plaintiff deadline is Feb. 17, 2026.
  • On Oct. 15, 2025, F5 disclosed that on Aug. 9, 2025, a nation-state actor had gained long-term unauthorized access to its systems, including the BIG-IP product development environment, yet asserted no material impact on operations.
  • The disclosure drove F5 shares down $47.82 (–13.9%) over two trading days ending Oct. 16, 2025.
  • The complaint alleges F5 misrepresented the effectiveness of its app and API security platform and delayed material breach disclosures.
7 days ago
F5 faces securities class action over cybersecurity breach disclosure
FFIV
Legal Proceedings
  • A securities class action lawsuit (Smith v. F5, Inc.) alleges F5 failed to timely disclose a nation-state cyberattack discovered on August 9, 2025, affecting BIG-IP systems, misleading investors.
  • F5 shares plunged $47.82 (-13.9%) after the October 15, 2025 disclosure and $22.83 (-7.8%) following its October 27 Q4/FY 2025 results and revised 2026 revenue guidance to 0%–4%.
  • The lawsuit covers investors from October 28, 2024 to October 27, 2025, with a lead plaintiff deadline of February 17, 2026; Hagens Berman is probing compliance with the SEC’s four-day disclosure rule.
Jan 1, 2026, 2:00 PM
F5 faces securities class action over cybersecurity disclosure timing
FFIV
Legal Proceedings
Guidance Update
Profit Warning
  • Hagens Berman filed a securities class action against F5 on behalf of investors who bought F5 shares between October 28, 2024, and October 27, 2025, challenging the timing and adequacy of its cybersecurity disclosures; lead plaintiff deadline is February 17, 2026.
  • On October 15, 2025, F5 revealed that on August 9, 2025, a nation-state actor gained unauthorized, persistent access to its systems—including the BIG-IP product development environment—allegedly without material operational impact at the time.
  • The initial disclosure triggered a $47.82 (-13.9%) share price drop over two trading days, and F5’s October 27, 2025 Q4/FY25 results guided 2026 revenue growth of 0%–4% versus 10% in 2025, leading to an additional $22.83 (-7.8%) decline.
  • The firm is probing whether F5 complied with the SEC’s four-business-day rule for material cybersecurity disclosures.
Dec 30, 2025, 2:30 PM
F5 faces securities class action amid cybersecurity incident
FFIV
Legal Proceedings
Profit Warning
Demand Weakening
  • Hagens Berman filed a securities class action against F5, covering securities purchases between Oct 28, 2024 and Oct 27, 2025, alleging untimely disclosure of an August 9, 2025 nation-state breach.
  • On Oct 15, 2025, F5 disclosed that a sophisticated attacker had maintained access to its BIG-IP systems since the breach, initially assuring no material impact.
  • Shares plunged $47.82 (-13.9%) through Oct 16, 2025, and after reporting Q4/FY25 results on Oct 27, 2025 and lowering 2026 revenue guidance to 0–4% growth, fell a further $22.83 (-7.8%).
  • The lawsuit targets whether F5’s materiality determination and investor notification complied with the SEC’s four-business-day rule; lead plaintiff deadline is Feb 17, 2026.
Dec 29, 2025, 10:21 PM
F5 faces securities class action over cybersecurity breach
FFIV
Legal Proceedings
  • A securities class action suit, Smith v. F5, Inc., was filed on behalf of investors who purchased F5 securities between Oct. 28, 2024 and Oct. 27, 2025.
  • The complaint alleges F5 learned on Aug. 9, 2025 of a nation-state actor’s unauthorized access to its BIG-IP systems but did not disclose until Oct. 15, 2025.
  • Following the Oct. 15 disclosure, F5 shares fell $47.82 (–13.9%) over two trading days ended Oct. 16, 2025, and $22.83 (–7.8%) after reporting Q4/FY 2025 results and guiding 0%–4% revenue growth for 2026.
  • The suit challenges the timing and adequacy of F5’s disclosures under SEC rules; lead plaintiff deadline is Feb. 17, 2026.
Dec 27, 2025, 8:48 PM
F5 Faces Securities Class Action Over Cybersecurity Incident
FFIV
Legal Proceedings
Guidance Update
  • Hagens Berman has filed a securities class action against F5 (NASDAQ: FFIV), alleging the company failed to timely disclose a major cybersecurity breach affecting its BIG-IP product during the period Oct. 28, 2024–Oct. 27, 2025.
  • On Oct. 15, 2025, F5 disclosed that a nation-state actor had gained unauthorized access on Aug. 9, 2025, driving its share price down $47.82 (−13.9%) over two trading days.
  • When F5 reported Q4 and FY 2025 results on Oct. 27, it guided 2026 revenue growth at 0–4% versus 10% in 2025, citing potential near-term impacts of the breach; shares fell $22.83 (−7.8%) the next day.
  • The lawsuit focuses on whether F5’s breach disclosures complied with the SEC’s four-business-day rule and whether its cybersecurity assurances were misleading.
Dec 25, 2025, 5:38 PM
F5 faces securities class action over cybersecurity disclosure timing
FFIV
Legal Proceedings
  • Hagens Berman filed a securities class action on Dec. 24, 2025, against F5 (NASDAQ: FFIV) covering investors who purchased securities Oct. 28, 2024–Oct. 27, 2025, alleging delayed disclosure of a major breach.
  • On Aug. 9, 2025, a nation-state actor gained unauthorized access to F5’s BIG-IP product development environment, which F5 disclosed on Oct. 15, 2025.
  • Following the Oct. 15 disclosure, F5’s share price dropped $47.82 (-13.9%), and after the Oct. 27 earnings report and lowered 2026 revenue guidance, it fell $22.83 (-7.8%).
  • The lawsuit centers on when F5 deemed the incident material and whether its disclosures met the SEC’s four-business-day rule.
Dec 24, 2025, 7:30 PM