Sign in

You're signed outSign in or to get full access.

F5 (FFIV)

--

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 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.
2 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.
5 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.
6 days ago
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.
8 days ago
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
F5 faces class action after BIG-IP breach and weak FY26 guidance
FFIV
Guidance Update
Legal Proceedings
  • KSF reminds investors they have until February 17, 2026 to file lead plaintiff applications in a securities class action covering purchases from October 28, 2024 to October 27, 2025.
  • On October 27, 2025, F5 reported Q4 FY25 results with below-market growth expectations for FY26, citing a BIG-IP security breach, reduced sales and renewals, elongated cycles, and higher expenses.
  • F5’s share price dropped from $290.41 to $258.76 (−10.9%) between October 27 and October 28, 2025, after the announcement.
Dec 24, 2025, 3:33 AM
F5 investors urged to seek lead plaintiff role by Feb 17, 2026
FFIV
Legal Proceedings
Profit Warning
Demand Weakening
  • Faruqi & Faruqi is investigating claims for investors who purchased F5 securities between Oct 28, 2024 and Oct 27, 2025 (lead plaintiff deadline Feb 17, 2026).
  • The complaint alleges false statements and failure to disclose a significant security breach affecting F5’s BIG-IP product.
  • In its Oct 27, 2025 Q4 FY2025 results, F5 forecast below-market growth for FY2026 due to reduced sales, extended sales cycles, and higher remediation costs from the breach.
  • F5’s stock fell 10.9%, from $290.41 on Oct 27, 2025 to $258.76 on Oct 28, 2025, after the breach disclosure.
Dec 23, 2025, 2:21 AM