FFIV Stock Recent News

SEATTLE--(BUSINESS WIRE)--F5, Inc. (NASDAQ: FFIV), F5 (FFIV), the global leader in delivering and securing every app and API, today announced that it will participate in the 53rd Annual J.P. Morgan Global Technology, Media and Communications Conference. F5's presentation will be webcast live on Wednesday, May 14, 2025 at 10:40 a.m. ET. Interested attendees can access the live webcast via the Events & Presentations tab within the Investor Relations section of f5.com or via this link. An arch.

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I am neutral on F5, Inc. due to weak software momentum, uncertain demand visibility, and macro risks potentially impacting FY25 guidance. Despite strong systems growth in 2Q25, the heavy reliance on 2H25 renewals introduces significant timing risks and uncertainty. Management's optimism on FY25 outlook is questionable, given potential macroeconomic pressures and the stock trading at a premium to historical averages.

F5 Inc. has shown resilience with strong Q1 and Q2 FY25 performance, beating EPS estimates for 11 straight quarters and achieving significant revenue growth. The company benefits from a stable IT spending environment, robust recurring revenue streams, and a strategic pivot to software and cloud services. Despite a significant YTD decline in the tech sector, F5's unique hybrid multi-cloud portfolio and AI integration provide a competitive edge.

F5's second-quarter fiscal 2025 results reflect strength in System revenues, while Software remains flat.

F5, Inc. FFIV reported better-than-expected earnings for the second quarter on Monday.

F5, Inc. raised its fiscal 2025 outlook, showing solid topline growth and strong underlying profitability, yet the market reaction was muted. FFIV operates debt-free with 8% of its market cap in net cash, justifying its 17x forward free cash flow valuation. The company's new ADSP platform and hardware upgrades drive growth, while its minimal tariff impact and steady demand bolster confidence.

F5, Inc. (NASDAQ:FFIV ) Q2 2025 Results Conference Call April 28, 2025 4:30 PM ET Company Participants Suzanne DuLong - VP, IR Francois Locoh-Donou - President and CEO Cooper Werner - EVP and CFO Conference Call Participants Tim Long - Barclays Ryan Koontz - Needham & Company Amit Daryanani - Evercore Samik Chatterjee - JPMorgan Chase Michael Ng - Goldman Sachs Meta Marshall - Morgan Stanley Tal Liani - Bank of America James Fish - Piper Sandler Operator Good afternoon, and welcome to the F5 Inc. Second Quarter Fiscal 2025 Financial Results Conference Call. At this time, all participants are in a listen-only mode.

Today saw a mid-day dip across major indexes, but rebounded into the green by the end of the session -- all but the tech-heavy Nasdaq.