F5 Inc
XMUN:FFV
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F5 Inc
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F5 Inc
F5 makes networking and security products that sit in front of business applications and control how traffic reaches them. Its software and appliances help companies balance traffic, speed up apps, secure websites and APIs, and protect against attacks. The company is best known for its BIG-IP and NGINX products, plus cloud-based services for application delivery and security. Its main customers are large enterprises, cloud and internet companies, telecom carriers, governments, and other organizations that run important online systems. F5 sells a mix of hardware, software subscriptions, and support contracts, along with cloud-delivered security and management services. Customers pay for these products to keep apps reliable, fast, and protected across data centers, public clouds, and hybrid environments. What makes F5 different is its role in the middle of the application path: it is not the app maker or the cloud provider, but the layer that helps apps perform and stay secure wherever they run. That puts it in a key spot for companies that need to move traffic, enforce security rules, and manage many application environments from one control point.
F5 makes networking and security products that sit in front of business applications and control how traffic reaches them. Its software and appliances help companies balance traffic, speed up apps, secure websites and APIs, and protect against attacks. The company is best known for its BIG-IP and NGINX products, plus cloud-based services for application delivery and security.
Its main customers are large enterprises, cloud and internet companies, telecom carriers, governments, and other organizations that run important online systems. F5 sells a mix of hardware, software subscriptions, and support contracts, along with cloud-delivered security and management services. Customers pay for these products to keep apps reliable, fast, and protected across data centers, public clouds, and hybrid environments.
What makes F5 different is its role in the middle of the application path: it is not the app maker or the cloud provider, but the layer that helps apps perform and stay secure wherever they run. That puts it in a key spot for companies that need to move traffic, enforce security rules, and manage many application environments from one control point.
Strong quarter: F5 said Q3 revenue grew 11% to $865 million, with product revenue up 19%, and results came in above the top end of guidance for both revenue and earnings.
Outlook raised: Management lifted full-year fiscal 2026 revenue growth guidance to approximately 9% to 10% from 7% to 8%, and raised full-year EPS guidance to $17.21 to $17.33.
Systems strength: Hardware grew 32% as refresh activity, sovereign infrastructure demand, AI traffic, and competitive wins continued to drive customers toward higher-performance systems.
AI momentum: F5 said direct AI use cases are gaining traction across data delivery, runtime security, and AI factory load balancing, with the direct AI customer base up 50% in the quarter.
Security demand: Management emphasized rising application-layer threats and said AI-powered security offerings are seeing very fast adoption, including hundreds of customers running the new AI-powered WAF.
2027 setup: The company said software should reaccelerate next year as a weak renewal cohort rolls off, while gross margin guidance for next year was left unchanged because component pricing remains volatile.
