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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 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.
14 hours ago
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.
3 days ago
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.
5 days ago
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.
6 days ago
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.
6 days ago
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.
7 days ago
F5 faces securities fraud class action after data breach
FFIV
Legal Proceedings
Profit Warning
  • Investors in F5 must file lead plaintiff applications by February 17, 2026 for the securities fraud suit alleging undisclosed material information from October 28, 2024, to October 27, 2025.
  • On October 27, 2025, F5 reported Q4 FY2025 results and issued below-market FY2026 guidance—citing BIG-IP security breach impacts on sales, renewals and expenses—which triggered a 10.9% stock decline from $290.41 to $258.76 between October 27–28, 2025.
  • The class action, Smith v. F5, Inc. (No. 25-cv-02619), is pending in the U.S. District Court for the Western District of Washington.
8 days ago
F5 faces securities class action over cybersecurity breach
FFIV
Legal Proceedings
Guidance Update
  • Hagens Berman filed Smith v. F5 alleging F5 failed to timely disclose a nation-state cyberattack on its BIG-IP systems, covering investors from Oct. 28, 2024 to Oct. 27, 2025.
  • On Oct. 15, 2025, F5 revealed unauthorized long-term access to key systems; on Oct. 27 it reported Q4/FY 2025 results and guided 2026 revenue growth of 0–4% versus 10% in 2025, driving shares down –13.9% and –7.8%.
  • Plaintiffs contend F5 overstated its app and API security platform’s effectiveness and question if the breach was disclosed within the SEC’s 4-day rule.
  • Lead plaintiff deadline is Feb. 17, 2026, with affected shareholders and whistleblowers invited to participate.
8 days ago
F5 faces securities class action over cybersecurity breach
FFIV
Legal Proceedings
Guidance Update
  • On August 9, 2025, a nation-state actor gained unauthorized access to F5 systems, including its highest-revenue product, disclosed on October 15, 2025, which drove shares down $47.82 (-13.9%) over two days.
  • On October 27, 2025, F5 reported Q4 and FY 2025 results and guided 2026 revenue growth of 0–4% versus 10% in 2025, attributing the slowdown to the security incident; shares fell $22.83 (-7.8%) the following day.
  • A securities class action (Smith v. F5, Inc.) filed December 21, 2025, alleges F5 failed to timely disclose the breach per the SEC’s four-business-day rule, covering October 28, 2024–October 27, 2025.
  • Plaintiffs claim F5 misrepresented its cybersecurity posture and understated the incident’s material impact on operations and growth, particularly related to its BIG-IP platform.
Dec 21, 2025, 8:14 PM
F5 faces securities class action lawsuit
FFIV
Legal Proceedings
  • 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.
Dec 20, 2025, 1:00 AM