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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 investor notice: securities litigation investigation announced
FFIV
Legal Proceedings
  • On January 23, 2026, Faruqi & Faruqi announced an investigation into potential securities claims against F5, Inc., alleging misleading statements about the company’s data security capabilities.
  • The complaint alleges F5 concealed a significant security breach affecting its BIG-IP product, contributing to reduced FY26 guidance, and led to a 10.9% share price decline from $290.41 (Oct 27, 2025) to $258.76 (Oct 29, 2025).
  • Investors who purchased F5 securities between October 28, 2024, and October 27, 2025, have until February 17, 2026 to file for lead plaintiff status in the class action.
  • Faruqi & Faruqi encourages anyone with relevant information, including whistleblowers and former employees, to contact partner Josh Wilson.
21 hours ago
F5 faces securities class action over cybersecurity incident
FFIV
Legal Proceedings
Guidance Update
  • F5 disclosed that a nation-state threat actor maintained long-term access to its BIG-IP development environment, discovered on August 9, 2025.
  • The October 15, 2025 breach announcement drove shares down $35.40 (−10%), and an October 27 revenue guidance cut to 0%–4% growth (from 10% in 2025) caused a further $22.83 (−7%) decline.
  • A securities class action alleges F5 misled investors on the breach’s timing and impact for those who bought FFIV between October 28, 2024 and October 27, 2025; the lead plaintiff deadline is February 17, 2026.
1 day ago
F5 Investors Reminded of Class Action Filing
FFIV
Legal Proceedings
  • The Law Offices of Frank R. Cruz notes a class action lawsuit against F5, Inc. (NASDAQ: FFIV) covering the Class Period: October 28, 2024 – October 27, 2025, with a lead plaintiff deadline of February 17, 2026.
  • The complaint alleges that F5 failed to disclose a significant security incident threatening its clients’ security and future prospects, rendering its positive statements materially misleading.
3 days ago
F5 investors invited to lead class action lawsuit
FFIV
Legal Proceedings
  • F5 disclosed a material cybersecurity incident discovered on August 9, 2025, involving long-term unauthorized access to its BIG-IP development environment and exfiltration of source code.
  • Disclosures on October 15 and 27, 2025 prompted the stock to plunge $35.40 (-10%) and $22.83 (-7%), respectively, after F5 cut its 2026 revenue growth forecast to 0–4%.
  • The class action covers purchases of F5 shares between October 28, 2024 and October 27, 2025; the deadline to apply as lead plaintiff is February 17, 2026.
4 days ago
F5 faces securities class action after cybersecurity breach and revenue warning
FFIV
Legal Proceedings
Guidance Update
  • F5 discovered a material cybersecurity incident on August 9, 2025, affecting its BIG-IP source code, and disclosed it on October 15 and 27, 2025, triggering -10% and -7% share price declines, respectively.
  • A securities class action has been filed for investors who bought FFIV shares between October 28, 2024 and October 27, 2025, with a lead plaintiff deadline of February 17, 2026.
  • Plaintiffs allege F5 misled investors on the breach’s materiality and delayed disclosure of its impact, which prompted a cut to 2026 revenue guidance (0–4% growth vs. 10% in 2025).
8 days ago
F5 faces securities class action investigation
FFIV
Legal Proceedings
  • Faruqi & Faruqi, LLP is investigating potential securities claims against F5, alleging false or misleading statements and failure to disclose a significant security breach impacting its BIG-IP product and growth prospects.
  • Investors who acquired F5 securities between October 28, 2024 and October 27, 2025 have until February 17, 2026 to file for lead plaintiff status in the class action.
  • Following F5’s October 27, 2025 fiscal Q4 results, shares fell from $290.41 to $258.76 by October 29, 2025, a 10.9% decline.
  • The complaint asserts the undisclosed breach caused expected reductions in sales and renewals, elongated sales cycles, and increased remediation expenses, adversely affecting fiscal 2026 guidance.
Jan 14, 2026, 3:34 PM
F5 faces securities class action after cybersecurity breach
FFIV
Legal Proceedings
Guidance Update
Demand Weakening
  • F5 disclosed a material cybersecurity incident discovered on August 9, 2025, with public revelations on October 15 and 27, 2025, which drove its share price down by 10% and 7%, respectively.
  • Hagens Berman filed a securities class action on January 12, 2026, covering investors who bought FFIV between Oct. 28, 2024 and Oct. 27, 2025; lead plaintiff deadline is Feb. 17, 2026.
  • The suit alleges F5 failed to disclose a breach of its BIG-IP source code and misled investors on the timing and impact of the attack.
  • Following the breach, F5 cut its 2026 revenue growth forecast to 0–4% (from 10% in 2025), citing delayed deals and reduced renewals linked to the incident.
Jan 12, 2026, 10:37 PM
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.
Jan 9, 2026, 3:20 PM
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.
Jan 8, 2026, 6:23 PM
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.
Jan 5, 2026, 3:41 PM