F5 Inc
XMUN:FFV

Watchlist Manager
F5 Inc Logo
F5 Inc
XMUN:FFV
Watchlist
Price: 218.2 EUR -0.5% Market Closed
Market Cap: 13B EUR

F5 Inc
Investor Relations

Nestled within the intricate lattice of cutting-edge technology infrastructure, F5 Inc. emerges as a pivotal player, steering the digital universe toward enhanced efficiency and security. Born out of the burgeoning demand for seamless internet traffic management, F5 initially gained recognition for its revolutionary load balancers, tools that ensured the smooth operation of digital landscapes by directing data streams efficiently across servers. As the digital economy evolved, so too did F5, expanding its portfolio into a comprehensive suite of services that cater to the modern enterprise’s need for robust and secure application delivery. This evolution was not a mere pivot but a strategic expansion, underpinned by the growing demand for security in cloud-based environments and the intricacies of multi-cloud architectures.

F5’s business model thrives on the orchard of application services, cloud security, and performance optimization. With an array of offerings ranging from the foundational BIG-IP platform to a host of Software as a Service (SaaS) products, F5 provides enterprises the tools to ensure their apps are fast, safe, and available—effectively the lifeblood of modern business operations. The company leverages both hardware and software solutions, allowing it to tap into a diverse revenue stream that spans across direct sales and subscription-based models. By intertwining security with performance, F5 not only addresses the operational needs of businesses but also plays a crucial role in the protection against cyber threats, thereby reinforcing its position as a trusted partner in the ever-evolving digital economy.

Show more
Loading
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q4 2025
Call Date
Oct 27, 2025
AI Summary
Q4 2025

Record Results: F5 delivered record FY 2025 results, exceeding $3 billion in revenue (up 10%) and $1 billion in operating profit for the first time.

Security Incident Impact: Management expects near-term disruption to sales cycles in the first half of FY '26 due to a recent security incident, with normalization anticipated in the second half.

Conservative Guidance: FY '26 revenue growth guided to 0% to 4%, with impacts from the security breach expected to be short-term.

Margins & Cash Flow: FY '25 gross margin reached 83.6% (up 80 bps YoY), operating margin hit 35.2% (up 160 bps), and free cash flow hit a record $906 million (up 19% YoY).

AI & Hybrid Cloud: Growth was fueled by enterprise AI infrastructure demand and hybrid multi-cloud adoption; F5 highlighted strong traction in AI-related use cases.

Share Repurchases: F5 used 55% of its annual free cash flow for share repurchases in FY '25 and plans to continue using at least 50% in FY '26.

Key Financials
Revenue
$3 billion
Operating Profit
$1 billion
Earnings Per Share
not specified (18% growth)
Gross Margin
83.6%
Operating Margin
35.2%
Free Cash Flow
$906 million
Free Cash Flow Margin
29%
Q4 Revenue
$810 million
Q4 Gross Margin
82.2%
Q4 Operating Margin
25.4%
Q4 Net Income
$190 million
Q4 EPS
$3.26
Q4 Cash Flow from Operations
$208 million
Q4 CapEx
$16 million
Cash and Investments
$1.36 billion
Deferred Revenue
$2.0 billion
Share Repurchase (FY '25)
$125 million in Q4; 55% of annual free cash flow used for repurchases
Employees
6,580
Software Revenue (FY '25)
$803 million
Term-based Software Subscriptions
$508 million
SaaS and Managed Services Revenue
$176 million
Total Security Revenue
$1.2 billion
Stand-alone Security Revenue
$463 million
Recurring Revenue Contribution (Q4)
72% of revenue
Systems Revenue (Q4)
$186 million
Software Revenue (Q4)
$229 million
Americas Revenue Contribution
57% of total revenue
EMEA Revenue Contribution
26% of total revenue
APAC Revenue Contribution
17% of total revenue
Enterprise Customers (Q4 Product Bookings)
73%
Government Customers (Q4 Product Bookings)
19% (6% US Federal)
Service Providers (Q4 Product Bookings)
8%
Earnings Call Recording
Other Earnings Calls

Management

Mr. Francois Locoh-Donou
President, CEO & Director
No Bio Available
Mr. Francis J. Pelzer V
Executive VP & CFO
No Bio Available
Dr. Thomas Dean Fountain Ph.D.
Executive VP & COO
No Bio Available
Mr. Chad Michael Whalen Esq.
Executive VP & Chief Revenue Officer
No Bio Available
Ms. Yvette H. Smith
Chief Information Officer & SVP of Customer Success and Business Transformation
No Bio Available
Ms. Suzanne DuLong
Vice President of Investor Relations
No Bio Available
Mr. Scot Frazier Rogers J.D.
Executive VP, General Counsel & Secretary
No Bio Available
Rob Gruening
Director of Corporate Communications
No Bio Available
Ms. Lyra Amber Schramm
Executive VP & Chief People Officer
No Bio Available
Mr. Mark Kramer
Senior Vice President of Customer Support
No Bio Available

Contacts

Address
WASHINGTON
Seattle
801 5Th Avenue
Contacts
+12062725555.0
www.f5.com