F5 INC Stock Price, News & Analysis

F5 (NASDAQ: FFIV) reported Q1 FY2026 results for the quarter ended December 31, 2025 with $822 million revenue, up 7% YoY, driven by 11% product revenue growth including 37% systems growth. GAAP net income was $180M or $3.10 per diluted share; non-GAAP net income was $259M or $4.45 per diluted share. GAAP gross margin was 81.5% and non-GAAP gross margin was 83.8%. The company raised FY2026 revenue guidance to +5% to +6% and raised non-GAAP EPS guidance to $15.65–$16.05.

F5 (NASDAQ: FFIV) announced general availability of F5 AI Guardrails and F5 AI Red Team, an integrated runtime security suite for enterprise AI. The offerings claim model‑agnostic, real‑time protection across clouds, continuous observability of AI inputs/outputs, and automated adversarial testing that adds over 10,000 new attack techniques each month. F5 says the solutions are deployed at leading Fortune 500 customers, support compliance needs including GDPR and the EU AI Act, and integrate with existing API, WAF, and DDoS protections to create a continuous security feedback loop. Both products are available now as part of the F5 Application Delivery and Security Platform.

F5 (NASDAQ: FFIV) launched F5 NGINXaaS for Google Cloud, a fully managed, cloud-native application delivery-as-a-service available in Google Cloud Marketplace. The solution unifies Layer 4 and Layer 7 load balancing, security, and observability to simplify operations, optimize workload distribution, and support CI/CD workflows. It offers deep programmability via the NGINX JavaScript (njs) module, native Google Cloud observability integrations, over 200 real-time metrics, and security controls including SSL/TLS passthrough, mTLS, JWT, OIDC, RBAC, rate limiting, and circuit breaking.

The collaboration targets AI-enabled, containerized apps and aims to reduce tool sprawl, improve performance during traffic spikes, and enable non-disruptive reconfigurations and advanced deployment strategies.

F5 (NASDAQ: FFIV) will report first quarter fiscal 2026 financial results on Tuesday, January 27, 2026 following the market close. A live webcast and audio-only call for investors and analysts begins at 4:30 p.m. ET on January 27, 2026. The live webcast and replay will be available from F5’s investor relations events & presentations page.

Audio-only access numbers are provided for U.S./Canada and international callers, and a phone replay will be available January 27–28, 2026 using meeting ID 13757533.

F5 (NASDAQ: FFIV) released Distributed Cloud Services 7.0 on December 10, 2025, adding expanded API discovery, stronger API threat detection, enhanced bot defense, cloud-native operational improvements, and advanced networking features.

Key capabilities include out-of-band API discovery for BIG-IP (v15.1+), early-access discovery for NGINX and other gateways, air-gapped local discovery for data‑sovereignty needs, broader OWASP API Top 10 testing coverage (BOLA, BOPLA, authentication/function-level issues), native console routing for bot defense onboarding, regex and new filter operators for investigations, Kubernetes/Consul service discovery with RBAC, and Network Connect with external connectors and BGP routing policies.

F5 (NASDAQ: FFIV) expanded its strategic collaboration with NetApp to accelerate high-performance AI data delivery and introduce post-quantum cryptography (PQC) protections for S3 storage environments.

The joint solution pairs F5 Application Delivery and Security Platform with NetApp StorageGRID to optimize large dataset transfers via advanced load balancing, traffic prioritization, and real-time analytics, while supporting hybrid key agreement and NIST-approved quantum-resistant algorithms to mitigate "harvest now, decrypt later" risks.

The companies recommend universal TLS 1.3 adoption and incremental PQC deployment to protect high-risk assets with minimal disruption.

F5 (NASDAQ: FFIV) will present at the Barclays 2025 Global Technology Conference. The live webcast is scheduled for Wednesday, December 10, 2025 at 2:00 p.m. ET.

Interested parties can access the live and archived webcast via the Events & Presentations tab in F5’s Investor Relations site at f5.com.

F5 (NASDAQ: FFIV) on November 19, 2025 launched the Application Delivery and Security Platform (ADSP) Partner Program to build an ecosystem of validated technology partners that extend F5’s platform across hybrid and multicloud environments. The program offers two tiers—Member Partners (self-service resources) and Select Partners (deeper technical alignment and joint go-to-market).

Seven inaugural Select Partners—AppViewX, CrowdStrike, DigiCert, Kasm Technologies, Keyfactor, MazeBolt, and OPSWAT—will integrate solutions for certificate management, PKI, DDoS testing, VDI, file security, and AI-powered threat protection into F5 ADSP.

F5 (NASDAQ: FFIV) launched BIG-IP v21.0 on November 18, 2025, a major release positioning BIG-IP as an AI-ready application delivery and security layer across hybrid and multicloud environments.

Key product highlights include S3 data storage integrations for high-throughput AI ingestion and retrieval, support for the Model Context Protocol (MCP) to accelerate AI traffic, and modernized control plane performance for faster configuration and higher throughput. F5 describes this as its most secure BIG-IP release and says CrowdStrike Falcon integration support will arrive by the end of the quarter. F5 encourages customers to plan migrations to adopt the new capabilities.