F5 INC Stock Price, News & Analysis

F5 (NASDAQ: FFIV) reported strong first quarter fiscal 2025 results with total revenue reaching $766 million, marking an 11% year-over-year growth. The company saw significant increases across segments, with software revenue growing 22% to $209 million and systems revenue rising 18% to $160 million. Global services revenue increased 3% to $398 million.

The company demonstrated improved profitability with GAAP operating margin expanding to 26.8% from 23.8% year-over-year. Non-GAAP earnings per share reached $3.84, up from $3.43 in the previous year. F5 raised its fiscal year 2025 revenue growth guidance to 6-7% from the previous 4-5%, and increased non-GAAP earnings growth expectations to 6.5-8.5%.

For Q2 FY2025, F5 projects revenue between $705-725 million with non-GAAP earnings of $3.02-3.14 per diluted share.

F5 (NASDAQ: FFIV) has announced it will release its first quarter fiscal year 2025 financial results on Tuesday, January 28, 2025, after market close. The company will host a live webcast at 4:30 p.m. ET on the same day to discuss results with investors and analysts.

The webcast will be accessible through F5's investor relations website. An audio-only version will be available via phone at +1 (877) 407-0312 for U.S. and Canada callers, or +1 (201) 389-0899 for international callers. Replay options include webcast access through F5's website and phone replay using meeting ID 13750924, available through January 29, 2025.

MinIO and F5 (FFIV) announced a strategic partnership combining MinIO's high-performance object storage with F5's traffic management and security technologies to enhance AI workloads. MinIO's AIStor, built for AI/ML workloads, achieves benchmark results exceeding 2.2 TiB/sec for GETs and 1.0 TiB/sec for PUTs on 260 nodes.

F5's BIG-IP, Distributed Cloud Services, and NGINX offerings deliver layer 4/7 throughput of 3+ Tbps on 32 blades of F5 VELOS. The partnership focuses on optimizing data flow, security, and seamless hybrid/multicloud networking for large-scale AI deployments. A real-world implementation showcases a global manufacturing company utilizing the combined solution for efficient data collection and AI model training.

F5 (NASDAQ: FFIV) has announced its participation in two major financial conferences in December 2024. The company will present at the Raymond James 2024 TMT & Consumer Conference on Tuesday, December 10, with a live webcast starting at 1:40 p.m. ET. The following day, F5 will participate in the Barclays 22nd Annual Global Technology Conference on Wednesday, December 11, with a presentation scheduled for 6:05 p.m. ET.

Both presentations will be accessible through live webcasts via F5's Investor Relations section on f5.com or through direct links. Archived versions of the webcasts will be made available through F5's Events & Presentations tab.

F5 (NASDAQ: FFIV) has appointed John Maddison as Chief Product Marketing and Technology Alliances Officer, reporting to CEO François Locoh-Donou. Maddison will lead a new organization focused on enhancing F5's market impact and brand promise through products and partnerships. He brings over 30 years of experience in cybersecurity and telecommunications, previously serving as CMO and EVP of Product Strategy at Fortinet, and holding executive positions at Trend Micro in Advanced Threat Research and Cloud Delivered Security Services.

F5 (NASDAQ: FFIV) has announced its participation in two upcoming financial conferences. The company will present at the Needham & Company Virtual Tech Week on Tuesday, November 19, 2024, at 10:15 a.m. ET, and at the RBC Capital Markets Global Technology, Internet, Media and Telecommunications Conference on Wednesday, November 20, 2024, at 10:40 a.m. ET. Both presentations will be available via live webcast through F5's Investor Relations section on their website. Archived versions of the webcasts will also be accessible through F5's Events & Presentations tab.

F5 has announced early access to its AI Gateway, a containerized solution designed to streamline interactions between applications, APIs, and large language models (LLMs). The solution addresses key enterprise challenges in AI adoption by optimizing performance, security, and cost management. According to F5's research, 75% of enterprises are implementing AI.

The AI Gateway provides security policy enforcement, semantic caching to reduce operational costs, streamlined integration processes, and optimized load balancing. It can be deployed in any cloud or data center and integrates with F5's NGINX and BIG-IP platforms, offering protection against OWASP Top Ten LLM Application risks and enabling customizable security controls.

F5 (NASDAQ: FFIV) reported strong Q4 FY2024 results with revenue of $747 million, up 6% year-over-year, driven by 19% software revenue growth. For FY2024, total revenue reached $2.82 billion with software revenue growing 11%. The company achieved GAAP EPS of $9.55 for FY2024, up from $6.55 in FY2023, and non-GAAP EPS of $13.37, compared to $11.70 in FY2023. The Board authorized an additional $1 billion for share repurchases. Looking ahead, F5 expects 4-5% revenue growth and 5-7% non-GAAP EPS growth in FY2025.

F5 announces BIG-IP Next for Kubernetes, an AI application delivery and security solution integrated with NVIDIA BlueField-3 DPUs. This solution aims to accelerate and secure data traffic for AI infrastructures, particularly benefiting service providers and large enterprises. The integration optimizes data center efficiency, enhances AI inference performance, and improves infrastructure utilization.

The solution offers streamlined AI service delivery at cloud scale, enhanced control of AI deployments with rich observability, and protection for AI landscapes through automated security features. Available from November, it specifically targets high-demand environments like telco cloud and 5G infrastructures, supporting multiple L7 protocols beyond HTTP.