F5 (FFIV) Company Report

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

F5 investors urged to contact firm after cybersecurity breach investigation

FFIV

Legal Proceedings

The law firm of Kessler Topaz Meltzer & Check, LLP is investigating potential federal securities law violations on behalf of F5, Inc. (NASDAQ: FFIV) investors following a disclosed cybersecurity breach.
On August 9, 2025, a nation-state threat actor gained persistent unauthorized access to F5 systems, including the BIG-IP product development environment, and exfiltrated source code and vulnerability information.
Following F5’s October 15, 2025 disclosure, the share price fell over 10%, dropping from $330.75 to $295.35 on October 16, 2025.
Investors with significant losses are encouraged to contact Kessler Topaz for more information or to participate in the investigation.

Nov 7, 2025, 10:36 PM

Press Release

F5 reports Q4 2025 results amid cybersecurity incident scrutiny

FFIV

Legal Proceedings

Guidance Update

F5 shares fell $22.83 (–7.8%) on October 28, 2025 after the company’s Q4 2025 results and conservative guidance, partly due to a cybersecurity breach discovered in August 2025.
On October 15, 2025, F5 disclosed that a nation-state actor maintained long-term access and downloaded files from its systems, triggering a further $47.82 (–13.9%) drop over two days.
Management guided for 0%–4% revenue growth in 2026 vs. 10% growth in 2025, attributing the deceleration to near-term impacts of the security incident.
National shareholders’ rights firm Hagens Berman has launched an investigation into whether F5 timely disclosed the breach and its business effects, following a $1.3 billion loss in market value on October 28, 2025.

Nov 6, 2025, 9:08 PM

Press Release

F5 faces investor scrutiny amid cybersecurity incident

FFIV

Legal Proceedings

Guidance Update

Hagens Berman launched an investigation on Nov. 5, 2025 into whether F5 timely disclosed an August cybersecurity breach after shares slid following its Q4 results and guidance.
On Oct. 15, 2025, F5 revealed a nation-state actor had long-term access to its systems, triggering a 13.9% share drop over two days.
At its Oct. 27 earnings call, F5 guided 0%–4% revenue growth for 2026 versus 10% in 2025, attributing the deceleration to the security incident and causing shares to fall 7.8%.
The combined share declines erased over $1.3 billion in market value, intensifying questions about the adequacy of F5’s disclosures under SEC rules.

Nov 5, 2025, 1:41 PM

Press Release

F5 faces investor scrutiny over cybersecurity breach impact, shares slide

FFIV

Legal Proceedings

Guidance Update

Profit Warning

Hagens Berman launched an investigation into whether F5’s disclosures about an August 2025 cybersecurity breach were timely and adequate after shares slid 7.8% on October 28, 2025.
On October 15, 2025, F5 disclosed that a nation-state actor had maintained persistent access to its systems since August, triggering a 13.9% decline in its share price over the following two days.
In its October 27 Q4 and FY 2025 earnings report, F5 guided for 0%–4% revenue growth in 2026—down from 10% in 2025—citing near-term impacts of the security incident.
The combined market reaction erased over $1.3 billion in shareholder value on October 28, 2025.

Nov 3, 2025, 3:57 PM

Press Release

F5 Integrates NVIDIA RTX PRO 6000 Blackwell for Enterprise AI Infrastructure

FFIV

Product Launch

F5 announced integration and validation of BIG-IP Next for Kubernetes with NVIDIA RTX PRO 6000 Blackwell Server Edition, enhancing enterprise AI traffic management, security, and scalability.
The solution delivers at least 30% increase in token generation, improved Time to First Token, and optimized LLM routing and load balancing for AI workloads.
Advanced L4–L7 security features, including firewall, DDoS protection, intrusion prevention, and Model Context Protocol, paired with NVIDIA DOCA Argus, bolster real-time threat detection for AI applications.
The partnership maximizes token generation per watt, addressing efficiency in power-constrained data centers and is generally available through NVIDIA channels.

Nov 3, 2025, 2:00 PM

Press Release

Earnings Transcripts

Quarterly earnings call transcripts for F5.

Ask Fintool AI Agent

Get instant answers from SEC filings, earnings calls & more

What did François Locoh-Donou say about margins?What are F5's strategic priorities?How is F5 positioned vs competitors?How did F5 do last quarter?

Let Fintool AI Agent track F5's earnings for you

Get instant analysis when filings drop