Welcome to our dedicated page for F5 news (Ticker: FFIV), a resource for investors and traders seeking the latest updates and insights on F5 stock.
F5, Inc. provides application delivery, application security, performance, and automation technologies for enterprises, service providers, and government customers. Company news centers on the F5 Application Delivery and Security Platform, app and API protection, hybrid multicloud deployments, Kubernetes-native security, NGINX offerings, and AI application security for production workloads.
Recurring updates also include technology collaborations with cloud, data security, and open-source platform partners; threat research and security testing frameworks; quarterly earnings releases across products, systems, software, and services; investor events; and board governance changes.
F5 (NASDAQ: FFIV) reported third quarter fiscal 2026 revenue of $865 million, up 11% year over year from $780 million, with CEO François Locoh-Donou highlighting 19% product revenue growth and eight consecutive quarters of double‑digit product growth.
Systems revenue was $240 million (+32%), software revenue $223 million (+7%), and services revenue $402 million (+3%). GAAP gross profit was $712 million (82.2% margin) versus $632 million (81.0%), while non‑GAAP gross profit was $728 million (84.2% margin) versus $649 million (83.1%). GAAP operating income was $213 million (24.7% margin) and non‑GAAP operating income $303 million (35.0% margin).
GAAP net income was $208 million, or $3.62 per diluted share, compared with $190 million, or $3.25. Non‑GAAP net income was $272 million, or $4.73 per share, up from $243 million, or $4.16.
According to F5, full‑year 2026 guidance was raised to 9%–10% revenue growth (from 7%–8%) and non‑GAAP EPS of $17.21–$17.33 (from $16.25–$16.55). Fourth quarter 2026 revenue is guided to $870–$890 million with non‑GAAP EPS of $4.14–$4.26. Cash and cash equivalents rose to $1.61 billion, and total assets reached $6.83 billion, with deferred revenue increasing on both current and long‑term balances.
F5 (NASDAQ: FFIV) announced new fleet management capabilities for F5 Insight for ADSP, designed to help enterprises reduce risk exposure across BIG-IP environments as frontier AI accelerates vulnerability response timelines. The release centers on new workflows that provide fleet-wide visibility, guided update management, enterprise-grade authentication, role-based access controls, and a tamper-evident AI audit trail, helping teams move from identifying risk to executing accountable updates at scale.
F5 Insight for ADSP v1.2 introduces software lifecycle visibility across BIG-IP devices, standardized TMOS update workflows, pre-execution readiness checks aligned to HA architectures, and update status tracking. Governance features include LDAP/SAML SSO integration, least-privilege role-based access, and 30-day tamper-evident logging of AI assistant interactions. F5 Insight remains available as self-managed software, with a SaaS model planned.
F5 (NASDAQ: FFIV) appointed Cathy Peterman as Executive Vice President and Chief People Officer, joining the executive leadership team and reporting to CEO François Locoh-Donou. She will lead F5’s global people strategy. Peterman previously held senior HR roles at Wayfair and Amazon and is based in Seattle.
F5 (NASDAQ: FFIV) will report its Q3 fiscal 2026 financial results on Monday, July 27, 2026, after market close.
A live investor webcast starts at 4:30 p.m. ET, with online and phone access plus limited-time replay options via F5’s investor relations site.
F5 (NASDAQ: FFIV) appointed Gavin Munroe to its board of directors, effective June 17, 2026. He will serve on the Audit and Risk committees.
Munroe brings over 25 years of technology leadership in global financial services, expanding F5’s board to 10 members, including 9 independent directors.
F5 (NASDAQ: FFIV) launched the F5 AI Security Platform and acquired SurePath AI, a network-based AI discovery specialist. The platform targets shadow AI, governance, testing, and runtime protection across models, agents, and APIs, supporting on‑premises, air‑gapped, private, hybrid, and public cloud environments.
F5 (NASDAQ: FFIV) announced a collaboration with Equinix to deliver secure, governed AI across hybrid and multicloud environments by combining F5 AI Guardrails with the Equinix Distributed AI Hub.
The joint solution creates a policy-enforced AI control plane, adding AI‑native security, centralized governance, and audit-ready oversight across models, agents, data sources, and clouds via Equinix’s 280+ data centers and global ecosystem.
F5 (NASDAQ: FFIV) introduced new AI-powered web application and API protection (WAAP) capabilities on June 9, 2026, targeting frontier AI-driven threats.
Enhancements include an AI-powered Distributed Cloud WAF with dynamic risk scoring, an on‑prem API Security Local Edition for air-gapped environments, and virtual patching via BIG-IP Advanced WAF and Distributed Cloud Web App Scanning. SecureIQLab testing reported a 97.09% total security score, with 100% accuracy on OWASP WAF and API Top 10 risks, plus perfect bot and Layer 7 DoS protection.
F5 (NASDAQ: FFIV) announced expanded collaboration with Red Hat to enhance Kubernetes and AI application security. New offerings include F5 WAF for NGINX on NGINX Gateway Fabric for Red Hat OpenShift and an AI quickstart for F5 AI Guardrails and F5 AI Red Team on Red Hat OpenShift AI.
Solutions use certified Red Hat OpenShift Operators, provide OWASP Top 10 and modern API protection, and deliver pre-built blueprints and validated chatbot architectures for secure, scalable AI workflows.
F5 (NASDAQ: FFIV) released the 2026 State of Application Strategy Report showing AI has become a production workload across enterprises. Key findings: 78% run AI inference, organizations coordinate an average of seven production models, 93% use multicloud, and 86% run hybrid multicloud apps. The report highlights rising AI security challenges (88%) and preparation for agentic AI (98%), urging unified delivery, governance, and control across prompts, tokens, APIs, and environments.