F5 INC Stock Price, News & Analysis

F5 (NASDAQ: FFIV) has unveiled the industry's first converged Application Delivery and Security Platform, marking the evolution to ADC 3.0. The platform integrates high-performance load balancing and traffic management with advanced app and API security capabilities in a single solution.

The platform addresses challenges in hybrid multicloud infrastructures, particularly focusing on AI-enabled applications. According to F5's upcoming 2025 report, 96% of organizations are deploying AI models, with an estimated 80% of all apps becoming AI-enabled within three years.

Key announcements include:

• F5 AI Gateway for streamlining LLM interactions
• AI assistant for NGINX One
• AI assistant for BIG-IP and iRules
• New VELOS CX1610 chassis and BX520 blade for high-performance computing

F5 (NASDAQ: FFIV) has announced significant additions to its VELOS product line, introducing the VELOS CX1610 6-Tbps chassis and BX520 400-Gbps blade. These new hardware solutions are designed to support AI workloads for service providers and large enterprises.

The enhanced VELOS system offers impressive capabilities including 6 Tbps of high-speed L4 throughput, 6.4 billion concurrent connections, and 80 million L4 connections per second for firewall security. Both new components are already deployed in a production 5G network with a Tier-1 U.S. telecommunications provider.

The system features integrated load balancing, 5G workload support, and comprehensive security offerings including BIG-IP AFM for DDoS protection, BIG-IP DNS scaling up to 100 million responses per second, and BIG-IP Advanced WAF for application defense. General availability is expected during Q3 FY2025.

F5 (NASDAQ: FFIV) has announced its upcoming participation in the Morgan Stanley Technology, Media & Telecom Conference. The company's presentation is scheduled for Tuesday, March 4, 2025, at 1:00 p.m. ET.

The presentation will be accessible through a live webcast, which interested parties can view via the Events & Presentations tab in the Investor Relations section of f5.com or through a direct link. Following the live presentation, an archived version of the webcast will remain available on F5's Investor Relations Events & Presentations tab.

F5 (NASDAQ: FFIV) has announced its vision for transforming Application Delivery Controllers (ADCs) to meet modern and AI-powered application demands. The company introduced ADC 3.0, a next-generation platform that combines high-performance application delivery with advanced security capabilities.

According to F5's State of Application Strategy Report, 75% of enterprises are already deploying AI apps. To address the challenges of securing and delivering AI applications, F5 has introduced a new AI reference architecture organizing AI/ML workflows into seven core building blocks. The company has also established strategic partnerships with companies like NVIDIA, Intel, NetApp, and MinIO to enhance AI workload capabilities.

The new ADC approach aims to support hybrid and multicloud infrastructures while addressing critical needs such as load balancing, web app and API security, multicloud networking, and AI gateway capabilities. This transformation is designed to help enterprises manage complex distributed systems and protect against emerging AI-focused cybersecurity threats.

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.