F5 INC Stock Price, News & Analysis

F5 (NASDAQ: FFIV) has expanded its partnership with Equinix to enhance the deployment and security of AI workloads and modern applications across hybrid multicloud environments. The collaboration integrates F5's Application Delivery and Security Platform (ADSP) with Equinix's Network Edge and Equinix Fabric.

A key development is the availability of F5 Distributed Cloud Customer Edge as a virtual network function on Equinix Network Edge, enabling instant deployment of F5's services across Equinix's global infrastructure. The partnership focuses on supporting AI infrastructure requirements, particularly for inference and retrieval-augmented generation (RAG), while addressing data sovereignty and privacy concerns.

The solution offers benefits including AI infrastructure readiness, hardware-free global deployment, increased business agility, and unified management with compliance capabilities.

F5 (NASDAQ: FFIV) reported strong Q3 FY2025 results with revenue reaching $780 million, marking a 12% year-over-year growth. The performance was driven by exceptional product revenue growth of 26%, including 39% growth in systems revenue and 16% growth in software revenue.

The company demonstrated solid profitability with GAAP net income of $190 million ($3.25 per share) and non-GAAP net income of $243 million ($4.16 per share). For Q4 FY2025, F5 expects revenue between $780-800 million and raised its full-year growth guidance to approximately 9% from previous 6.5-7.5%.

Growth is being fueled by customers modernizing data centers, adopting hybrid multicloud architectures, and scaling to meet growing application performance and security needs, particularly driven by AI adoption.

F5 (NASDAQ: FFIV) has expanded its strategic partnership with MinIO to enhance AI infrastructure capabilities. The collaboration combines F5's Application Delivery and Security Platform (ADSP) with MinIO's AIStor Enterprise Edition to create a comprehensive solution for AI factories and data-intensive workloads.

The partnership addresses critical challenges in AI data management, including high cloud costs, latency issues, and security concerns. A notable implementation includes a global automotive manufacturer using the solution to securely collect vehicle data through F5-powered regional points of presence (PoPs) for AI model training.

The joint solution focuses on four key areas: AI data ingestion traffic management, data repatriation from public clouds, secure multicloud backup and disaster recovery, and AI model training with retrieval-augmented generation (RAG). The partnership aims to deliver scalability, performance, and security across various industries including automotive, healthcare, retail, and finance.

F5 (NASDAQ: FFIV) announced significant enhancements to its Application Delivery and Security Platform (ADSP), introducing advanced AI-driven capabilities for data protection. The key updates include new data leakage detection and prevention functionality in F5 AI Gateway and enhanced features for F5 BIG-IP SSL Orchestrator.

The platform will enable organizations to detect, classify, and stop data leaks in encrypted and AI-driven traffic in real-time. The solution addresses critical challenges in AI adoption, including protection against Shadow AI and unauthorized data exposure. The F5 AI Gateway updates are planned for later this quarter, while the BIG-IP SSL Orchestrator enhancements are expected in late 2025.

F5 (NASDAQ: FFIV) has announced significant enhancements to its Application Delivery and Security Platform (ADSP) with the introduction of F5 AI Assistant with iRules code generation. This new tool provides a unified natural language interface across F5's product suite, including BIG-IP, NGINX One, and Distributed Cloud Services.

The AI Assistant transforms application delivery and security workflows by enabling teams to generate and validate complex iRules in minutes instead of days. The system leverages F5's proprietary data and engineering expertise to ensure optimized, secure outputs tailored to customer needs. Currently used by over 85% of F5 BIG-IP customers, iRules allows teams to customize their application delivery and security environments with unprecedented precision.

The platform serves multiple teams including DevOps, SecOps, NetOps, Platform Ops, and CISOs, offering AI-driven insights and automated workflows to enhance operational efficiency and security across hybrid and multicloud environments.

F5 (NASDAQ: FFIV) has released its 2025 State of AI Application Strategy Report, revealing significant gaps in enterprise AI readiness. The study, based on insights from 650 global IT leaders and 150 AI strategists from organizations with $200M+ annual revenue, found that only 2% of global organizations are highly AI-ready, while 77% show moderate readiness but face security challenges.

Key findings show that 25% of apps on average use AI, with 70% of moderately ready organizations actively using generative AI. Organizations typically use three AI models, with 65% using multiple paid and open-source models. In terms of security, while 71% use AI for security purposes, only 18% of moderately ready organizations have deployed AI firewalls, highlighting significant security gaps.

F5 (NASDAQ: FFIV), a leader in app and API security solutions, has scheduled its third quarter fiscal year 2025 financial results announcement for Wednesday, July 30, 2025, after market close.

The company will host a live webcast at 4:30 p.m. ET to discuss results with investors and analysts. Participants can access the webcast through F5's investor relations website or join via phone using dedicated U.S./Canada (+1-877-407-0312) or international (+1-201-389-0899) numbers.

Replay options will be available through both webcast and phone, with phone replay access until July 31, 2025, using meeting ID 13754288.

F5 (NASDAQ: FFIV) has launched comprehensive post-quantum cryptography (PQC) readiness solutions integrated into their Application Delivery and Security Platform. This initiative addresses the emerging cybersecurity challenges posed by quantum computing, which according to Gartner, will make current asymmetric cryptography unsafe by 2029 and fully breakable by 2034.

The solution offers NIST-standardized cryptographic algorithms, end-to-end security coverage, and operational continuity across hybrid and multicloud environments. Key features include trusted post-quantum encryption, unified visibility, and simplified compliance capabilities, allowing organizations to maintain high performance while transitioning to quantum-safe protections.

The platform enables businesses to implement PQC alongside existing encryption technology, providing a flexible adoption pathway while protecting against "harvest now, decrypt later" attack strategies.

F5 (NASDAQ: FFIV) has announced enhanced capabilities for BIG-IP Next for Kubernetes powered by NVIDIA BlueField-3 DPUs and NVIDIA DOCA software framework. The solution, validated by European AI infrastructure provider Sesterce, demonstrates a 20% improvement in GPU utilization and includes integration with NVIDIA Dynamo and KV Cache Manager. Key features include smart LLM routing, enhanced Model Context Protocol (MCP) security, and improved multi-tenancy capabilities. The collaboration enables efficient traffic distribution to different LLM models based on task complexity, optimizes GPU resource usage, and provides advanced security features for AI applications. The solution leverages F5's iRules for customization and includes integration with NVIDIA Dynamo for distributed AI inference optimization.