F5 INC Stock Price, News & Analysis

F5 (NASDAQ: FFIV) expanded BIG-IP Next for Kubernetes to run on NVIDIA BlueField-4 DPUs, targeting gigascale AI factories with multi-tenant networking, security, and high-performance traffic management.

The integration claims up to 800 Gb/s speeds and a +30% improvement in token generation capacity, plus reduced latency, optimized GPU utilization via NVIDIA Dynamo and KV Cache Manager, intelligent routing with NVIDIA NIM microservices, granular token governance, and zero-trust segmentation using NVIDIA DOCA Platform Framework.

F5 (NASDAQ: FFIV) reported Q4 FY2025 revenue of $810M (+8% YoY) and FY2025 revenue of $3.09B (+10% YoY).

Key drivers: systems revenue +42% Q4, software $803M (+9% FY), and services $1.58B (+2% FY). GAAP EPS was $11.80 for FY2025; non-GAAP EPS was $15.81. Q4 non-GAAP EPS was $4.39.

Guidance: FY2026 revenue growth of 0%–4%, FY26 non-GAAP EPS of $14.50–$15.50, and Q1 FY2026 revenue of $730M–$780M. Management cited a recent security incident and expects near-term sales cycle disruption. CEO François Locoh-Donou will become Board Chairman in March 2026.

F5 (NASDAQ: FFIV) announced on October 23, 2025 that Michael Montoya will join as Chief Technology Operations Officer, transitioning from the F5 Board where he served since 2021. Montoya will lead enterprise-wide strategy and execution to further embed security across operations as F5 advances a comprehensive security initiative following a security incident disclosed the prior week.

Montoya brings prior roles as CISO at Equinix and Digital Realty, COO at BlueVoyant, senior posts at Microsoft and Mandiant, and industry awards including CSO 50, CIO 100, and a CISO ORBIE.

F5 (NASDAQ: FFIV) will report its fourth quarter and fiscal year 2025 financial results on Monday, October 27, 2025 after market close.

The company will host a live webcast for investors and analysts beginning at 4:30 p.m. ET on October 27, 2025. The live webcast and a recorded replay will be available on F5's investor relations events & presentations page. An audio-only dial-in is available at +1 (877) 407-0312 (U.S./Canada) and +1 (201) 389-0899 (international).

Phone replay is available from October 27–28, 2025 at +1 (877) 660-6853 (U.S./Canada) or +1 (201) 612-7415 (outside U.S./Canada) using meeting ID 13756255.

F5 (NASDAQ: FFIV) has announced its intention to acquire CalypsoAI, a pioneer in enterprise AI security, for $180 million. The acquisition will integrate CalypsoAI's advanced AI security platform into F5's Application Delivery and Security Platform (ADSP) to create a comprehensive solution for securing AI inference.

CalypsoAI's platform offers real-time threat defense, large-scale red teaming, and data security capabilities. Key features include protection against AI threats like prompt injection, proactive testing against over 10,000 monthly attack prompts, data leakage prevention, and unified governance tools for GDPR/EU AI Act compliance.

The transaction is expected to close in F5's Q4 fiscal year 2025, ending September 30, 2025, and will be financed primarily with cash. The deal is anticipated to have minimal impact on F5's revenue and operating results.

F5 (NASDAQ: FFIV), a leader in app and API security solutions, has announced its participation in the upcoming Goldman Sachs Communacopia + Technology Conference 2025. The company's presentation is scheduled for Tuesday, September 9, 2025, at 2:30 p.m. ET. Investors and interested parties can access the live webcast through F5's Investor Relations website or via a direct link. An archived version of the presentation will be made available on the company's IR site after the event.

F5 (NASDAQ: FFIV) has been named an overall leader in the 2025 KuppingerCole Leadership Compass Report for Web Application and API Protection (WAAP) solutions. The report highlights F5's Application Delivery and Security Platform (ADSP) as a comprehensive solution for large enterprises, particularly those operating in complex multi-cloud environments.

The recognition emphasizes F5's strengths in AI-powered security features, including sophisticated API protection, secure DNS, client-side defense, and web app scanning. The platform leverages artificial intelligence and machine learning for predictive and adaptive protection mechanisms, offering comprehensive DDoS mitigation and risk scoring based on user behavior 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.