F5 INC Stock Price, News & Analysis

F5 has unveiled BIG-IP Next Cloud-Native Network Functions (CNF) 2.0, enhancing its Application Delivery and Security Platform for large-scale cloud-native applications. The solution optimizes high-bandwidth operations, including AI applications, with 33% lower CPU utilization and over 60% reduction in infrastructure costs. Key features include disaggregation for horizontal scalability, accelerated DNS, unified security services (DDoS protection, firewall, IPS, CGNAT), and Kubernetes-native automation. The platform is designed for telecommunications providers, ISPs, cloud service providers, and enterprises, offering enhanced traffic steering, security, and resource optimization. F5 has also announced integration with Red Hat OpenShift to provide more seamless deployment of cloud-native applications.

F5 (FFIV) has announced an expanded strategic partnership with Red Hat to help enterprises deploy and scale secure AI applications. The collaboration integrates F5's Application Delivery and Security Platform with Red Hat OpenShift AI, addressing key challenges in enterprise AI adoption. According to F5's 2025 State of Application Strategy Report, AI deployment has surged from 25% in 2023 to 96% in 2025, with 72% of organizations focusing on application performance optimization and 59% prioritizing cost optimization and security. The partnership focuses on three key areas: RAG and model serving at scale, big data movement and ingestion through MinIO integration, and API-first AI security through F5 Distributed Cloud WAAP and BIG-IP solutions. The collaboration aims to provide organizations with an open, flexible approach to AI infrastructure while maintaining robust security measures.

F5 (NASDAQ: FFIV), a global leader in app and API security solutions, has announced its participation in the 53rd Annual J.P. Morgan Global Technology, Media and Communications Conference. The company's presentation is scheduled for Wednesday, May 14, 2025, at 10:40 a.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 An archived version of the presentation will be made available on the company's Investor Relations site following the event.

F5 reported strong Q2 FY2025 results with total revenue reaching $731 million, representing a 7% year-over-year growth. The company's performance was driven by impressive 27% systems revenue growth and a 12% increase in product revenue.

Key financial highlights:

• Systems revenue: $179 million (+27% YoY)
• Software revenue: $158 million (flat YoY)
• Global services revenue: $394 million (+3% YoY)
• GAAP net income: $146 million ($2.48 per share)
• Non-GAAP net income: $201 million ($3.42 per share)

Looking ahead, F5 raised its FY2025 guidance, projecting revenue growth of 6.5% to 7.5%. The company expects Q3 FY2025 revenue between $740-760 million, representing 8% annual growth at midpoint. F5's success is attributed to its continuous innovation in hybrid multicloud solutions and the recently introduced F5 Application Delivery and Security Platform, which addresses AI-driven hybrid multicloud challenges.

F5 (NASDAQ: FFIV) has announced significant cybersecurity enhancements to its Application Delivery and Security Platform (ADSP), focusing on protecting AI and modern applications. The platform now includes:

• Cloud-native protection through NGINXaaS for Azure with NGINX App Protect
• Web application scanning for LLM vulnerabilities
• Expanded API discovery tools across BIG-IP deployments
• Enhanced client-side defense capabilities for PCI DSS v4.0 compliance

The company's 2025 State of Application Strategy Report reveals that 96% of organizations are deploying AI models, with security being their primary concern. Additionally, 50% of organizations have adopted AI gateways, and 51% prioritize using generative AI for automatic security policy adjustments.

F5 (NASDAQ: FFIV) has announced it will release its second quarter fiscal year 2025 financial results on Monday, April 28, 2025 after market close. The company will host a live webcast and conference call with investors and analysts at 4:30 p.m. ET on the same day.

Investors can access the webcast through F5's investor relations website, while an audio-only option will be available via phone. U.S. and Canadian callers can dial +1 (877) 407-0312, while international callers should use +1 (201) 389-0899.

Replay options will be available both via webcast on F5's website and by phone using meeting ID 13752445 through April 29, 2025.

F5 (NASDAQ: FFIV) has announced the appointment of Angelique Okeke as Executive Vice President and General Counsel, succeeding Scot Rogers who is departing after 20 years with the company. Okeke joined F5 in April 2024 as Senior Vice President and Deputy General Counsel, Corporate and Commercial.

Prior to F5, Okeke held senior leadership roles at Nike for eight years, most recently as Global and North America Consumer Marketplace General Counsel. Her previous experience includes legal leadership positions at AWS and Lotame. The appointment strengthens F5's executive team as they focus on capturing emerging opportunities and navigating industry challenges.

F5 (NASDAQ: FFIV) has announced BIG-IP Next Cloud-Native Network Functions (CNFs) deployment on NVIDIA BlueField-3 DPUs, enhancing their technology partnership. This solution provides edge firewall, DNS, and DDoS protection as lightweight cloud-native functions for optimized Kubernetes performance.

The collaboration aims to address AI application scaling challenges in distributed environments, particularly at network edges. Key benefits include:

• Optimized computing resources
• Reduced power consumption per Gbps
• Lower operating expenses
• Enhanced security with minimal latency

The solution supports critical AI applications requiring low latency, such as autonomous vehicles, fraud detection, NLP tools, and AR/VR experiences. This integration expands on F5's previous BIG-IP Next for Kubernetes deployment on NVIDIA DPUs, utilizing the NVIDIA DOCA software framework for seamless integration.

General availability is expected in June 2025.

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