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F5, Inc.

FFIV · Information Technology

Last earnings Oct 27, 2026

Key results

Product revenuequarter

23%

com F5 Reports Fourth Quarter Results with 23% Product Revenue Growth Driving 13% Total Revenue Growth Year Over Year Board Authorizes Additional $1.5 Billion for Share Repurchases SEATTLE, October 27, 2026 F5, Inc.

SEC original ↗F5, Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Total revenuequarter

$1.5 Billion

com F5 Reports Fourth Quarter Results with 23% Product Revenue Growth Driving 13% Total Revenue Growth Year Over Year Board Authorizes Additional $1.5 Billion for Share Repurchases SEATTLE, October 27, 2026 F5, Inc.

SEC original ↗F5, Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Revenuequarter

23%

In the quarter, we delivered 23% product revenue growth driving 13% total revenue growth year over year.

SEC original ↗F5, Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Revenuefull-year

$917 million

Fourth Quarter Performance Summary Fourth quarter fiscal year 2026 revenue totaled $917 million, representing 13% growth compared with $810 million in the fourth quarter of fiscal year 2025.

SEC original ↗F5, Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Product revenue totaled $510 million, compared with $414 million in the year-ago period.

SEC original ↗F5, Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Systems revenuequarter

$239 million

Systems revenue of $239 million grew 29% from the year-ago period while software revenue of $271 million grew 19%.

SEC original ↗F5, Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Services revenuequarter

$408 million

Services revenue of $408 million grew 3% from the year-ago period.

SEC original ↗F5, Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2026

GAAP gross marginquarter

82.2%

GAAP gross profit for the fourth quarter of fiscal year 2026 was $754 million, representing GAAP gross margin of 82.2%.

SEC original ↗F5, Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2026

This compares with GAAP gross profit of $666 million in the year-ago period, which represented GAAP gross margin of 82.2%.

SEC original ↗F5, Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2026

AI analysis

Q4 FY2026 · reported Oct 27, 2026

Based on: Earnings release + parent 8-K — transcript not held

Total revenue · Q4 FY2026
$1.5B
Full year: $917 million
EX-99 · Oct 27, 2026
GAAP gross margin · Q4 FY2026
82.2%
EX-99 · Oct 27, 2026
Systems revenue · Q4 FY2026
$239M
-0.4% vs prior quarter computed from stated figures
EX-99 · Oct 27, 2026
Services revenue · Q4 FY2026
$408M
+1.5% vs prior quarter computed from stated figures
EX-99 · Oct 27, 2026

The quarter in charts

Segment mix

Business-unit revenue, as stated

0167333500$408MServices$239MSystems

Segment revenue figures as stated in the event record.

Headline figures

MetricQ4 FY2026Prior qtrYear ago
Product revenue23%19%—
Total revenue$1.5 Billion——
Revenue23%19%—
Systems revenue$239 million$240 million—
Services revenue$408 million$402 million—
GAAP gross margin82.2%82.2%—

EX-99 · Oct 27, 2026

Guidance · company-stated

revenue

“growth of 8% to 9%”

non-GAAP earnings per share

“in a range of $18.00 to $18.30”

Guidance stated in the release's Business Outlook table; no direction stated — figures as stated in the table.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

GAAP gross margin82.2%

Capital allocation

Product revenue23%
Total revenue$1.5B

com F5 Reports Fourth Quarter Results with 23% Product Revenue Growth Driving 13% Total Revenue Growth Year Over Year Board Authorizes Additional $1.5 Billion for Share Repurchases SEATTLE, October 27, 2026 F5, Inc.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

F5, Inc. Q4 FY2026 — com F5 Reports Fourth Quarter Results with 23% Product Revenue Growth Driving 13% Total Revenue Growth Year Over Year Board Authorizes Additional $1.5 Billion for Share Repurchases SEATTLE, October 27…

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

revenue: “revenue growth of 8% to 9%”

non-GAAP earnings per share: “non-GAAP earnings per share in a range of $18.00 to $18.30”

revenue (“Business Outlook”)
“revenue growth of 8% to 9%”

non-GAAP earnings per share (“Business Outlook”)
“non-GAAP earnings per share in a range of $18.00 to $18.30”

Guidance stated in the release's Business Outlook table; no direction stated — figures as stated in the table.

Capital allocation

com F5 Reports Fourth Quarter Results with 23% Product Revenue Growth Driving 13% Total Revenue Growth Year Over Year Board Authorizes Additional $1.5 Billion for Share Repurchases SEATTLE, October 27, 2026 F5, Inc.

SEC original ↗F5, Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Board Authorizes $1.5 Billion for Share Repurchases F5 also announced today that its Board of Directors has authorized an additional $1.5 billion for its common stock repurchase program.

SEC original ↗F5, Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Strategy & priorities

Nine consecutive quarters of double-digit product revenue growth reflect F5's expanding strategic role as our customers navigate hybrid multicloud complexity, an intensifying threat landscape, and a rapidly evolving AI-driven world, said Fran ois Locoh-Donou, F5 s Chairman, President and CEO.

SEC original ↗F5, Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2026

F5 is focused on ensuring our customers can meet this moment, using AI to identify risk earlier, and enforcing consistent protection at runtime across every environment, continued Locoh-Donou.

SEC original ↗F5, Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Forward Looking Statements This press release contains forward-looking statements including, among other things, that Frontier AI is rewriting the rules of enterprise security, accelerating vulnerability discovery to machine speed, expanding the attack surface through APIs and AI agents, and collapsing the time available to respond, F5 is focused on ensuring our customers can meet this moment, using AI to identify risk earlier, and enforcing consistent protection at runtime across every environment, the Company s future financial performance including revenue growth, earnings growth, future customer demand, and the performance and benefits of the Company's products.

SEC original ↗F5, Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Risks & headwinds

Such forward-looking statements involve risks and uncertainties, as well as assumptions and other factors that, if they do not fully materialize or prove correct, could cause the actual results, performance or achievements of the Company, or industry results, to be materially different from any future results, performance or achievements expressed or implied by such forward-looking statements.

SEC original ↗F5, Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2026

What changed vs prior quarter

Product revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗F5, Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗F5, Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗F5, Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Microsoft (MSFT) Information TechnologyTeradyne (TER) Information TechnologyASML Holding (ASML) Information TechnologyMicron Technology (MU) Information TechnologySeagate Technology (STX) Information TechnologyUnited Microelectronics (UMC) Information TechnologyMonolithic Power Systems (MPWR) Information TechnologyCoherent Corp. (COHR) Information Technology
Documents

Filings

31 documents

Earnings releases

16 documents

Presentations

0 documents

No presentations for F5, Inc. are held in this edition of the library.

Transcripts

0 documents

No transcripts for F5, Inc. are held in this edition of the library.

Mentioned by

4 companies

Other tracked companies whose held documents mention F5, Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.