Every 8-K that F5 (FFIV) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow FFIV and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full FFIV filings page.
F5, Inc. reported third quarter fiscal 2026 revenue of $865 million, an 11% increase from $780 million a year earlier, driven by 19% product revenue growth and eight consecutive quarters of double-digit product growth. Systems revenue was $240 million, software revenue was $223 million, and services revenue was $402 million, with year-over-year growth of 32%, 7%, and 3%, respectively.
GAAP gross profit was $712 million with an 82.2% margin, while non-GAAP gross profit was $728 million with an 84.2% margin. GAAP income from operations was $213 million, and GAAP net income was $208 million, or $3.62 per diluted share. Non-GAAP income from operations was $303 million, with non-GAAP net income of $272 million, or $4.73 per diluted share.
The company raised its fiscal 2026 outlook, now guiding for revenue growth of approximately 9% to 10% and non-GAAP earnings per share of $17.21 to $17.33, up from prior ranges of 7% to 8% revenue growth and $16.25 to $16.55 non-GAAP EPS. For the fourth quarter of fiscal 2026, F5 expects revenue of $870 million to $890 million and non-GAAP EPS of $4.14 to $4.26. Operating cash flow for the first nine months of fiscal 2026 totaled $841,373 thousand.
F5, Inc. appointed Gavin Munroe to its board of directors, effective June 17, 2026. He will serve on the Board’s Audit and Risk committees. As a non-employee director, he will receive a $60,000 annual retainer plus $20,000 annually for each committee membership.
The board also approved a restricted stock unit grant for Munroe with an annual grant value of $275,000 under the F5, Inc. 2026 Incentive Award Plan, effective July 1, 2026. With his appointment, F5’s board expands to 10 members, 9 of whom are independent. The company highlighted his more than 25 years of technology leadership in global financial institutions.
F5, Inc. has appointed Anand Eswaran to its board of directors, expanding the board to nine members, eight of whom are independent. His appointment became effective April 24, 2026, and he will serve on the Audit and Talent and Compensation Committees.
As a non-employee director, Mr. Eswaran will receive an annual cash retainer of $60,000, plus $20,000 and $12,500 for his Audit and Talent and Compensation Committee roles. He will also receive a restricted stock unit grant effective May 1, 2026, with an annual grant value of $275,000 under the F5, Inc. 2026 Incentive Award Plan.
Mr. Eswaran is currently Chief Executive Officer of Veeam Software and has more than 25 years of experience in leadership roles at major software and technology companies, which F5 highlights as valuable as it focuses on delivering innovations for an AI-driven future.
F5, Inc. reported strong second quarter fiscal 2026 results with revenue of $812 million, up 11% from $731 million a year earlier, led by 22% product revenue growth. Systems revenue rose 26% and software revenue grew 17%, while services revenue increased 2%.
GAAP net income was $148 million, or $2.58 per diluted share, compared with $146 million, or $2.48, a year ago. Non-GAAP net income reached $223 million, or $3.90 per diluted share, up from $201 million, or $3.42.
The company raised its fiscal 2026 outlook, now guiding for full‑year revenue growth of 7% to 8% and non-GAAP EPS of $16.25 to $16.55. For the third quarter of fiscal 2026, F5 expects revenue of $820 million to $840 million and non-GAAP EPS of $3.91 to $4.03.
F5, Inc. reported results of its fiscal 2025 annual meeting held on March 12, 2026. Shareholders approved the new 2026 Incentive Award Plan, which includes 3,500,000 new shares of common stock issuable under the plan, along with previously available shares that moved into the new plan. The board also adopted a Non-Employee Director Compensation Program.
All eight director nominees were elected, the advisory vote on executive compensation was approved, and shareholders ratified PricewaterhouseCoopers LLP as independent auditor for fiscal 2026. A total of 52,050,157 common shares were present in person or by proxy and entitled to vote at the meeting.
F5, Inc. reported its financial results for the first quarter ended December 31, 2025 and released the details in an earnings press release. The company furnished this press release as Exhibit 99.1 to a current report, making the quarterly results publicly available without treating the release itself as filed under the Exchange Act. The filing confirms that F5 remains listed on the NASDAQ Global Select Market under the symbol FFIV and that the update was authorized by its President and Chief Executive Officer, François Locoh-Donou.
F5, Inc. filed an 8-K announcing two items. First, it issued a press release covering financial results for the fourth quarter ended September 30, 2025, attached as Exhibit 99.1 and not treated as filed under the Exchange Act. Second, the Board determined that CEO and President François Locoh-Donou will also become Chair of the Board following the next Annual Meeting of Shareholders, expected in March 2026. Current Chair Alan J. Higginson will retire, and the Board will appoint a lead independent director at that time.
F5, Inc. reported a cybersecurity incident involving a highly sophisticated nation-state actor that gained long-term access to certain systems, including the BIG-IP product development environment and engineering knowledge platform. The company says containment actions have been successful and has not observed new unauthorized activity since initiating its response. Some files were exfiltrated, including portions of BIG-IP source code and information about undisclosed vulnerabilities the company was working on. F5 states it is not aware of undisclosed critical or remote code vulnerabilities or active exploitation, and independent experts validated no modification to its software supply chain.
F5 reports no evidence of access to CRM, financial, support case management, or iHealth systems; there is also no evidence of access to NGINX, Distributed Cloud Services, or Silverline. The U.S. Department of Justice permitted delayed disclosure on September 12, 2025. As of this disclosure, operations have not been materially impacted, and the financial impact is being evaluated. Separately, Michael Montoya resigned from the Board on October 9, 2025, and became Chief Technology Operations Officer effective October 13, 2025; the Board size is now ten members.
F5, Inc. announced that it has entered into an acquisition arrangement with Calypso AI Corp, a Delaware corporation. Under this agreement, and subject to its stated terms and conditions, Calypso AI will become a direct, wholly owned subsidiary of F5.
The announcement was made through a press release furnished as Exhibit 99.1 under Item 7.01 of a current report. The press release and related information are being furnished, not filed, which means they are not automatically subject to certain Exchange Act liability provisions or incorporation by reference into other documents unless specifically stated.