FFIV · F5, Inc.
$403.20
-12.80 (-3.08%)
At close · Aug 14
Market Cap
$23.26B
Shares
56.63M
F5, Inc. Earnings Call Transcripts
Every quarterly earnings call for F5, Inc. (FFIV) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲2.6%
$700.03M
$89.35M
'22 Q4
22-10-25
▲1.9%
$700.38M
$72.40M
'23 Q1
23-01-24
▲10.9%
$703.17M
$81.44M
'23 Q2
23-04-19
▲4.2%
$702.64M
$88.98M
'23 Q3
23-07-24
▲1%
$706.97M
$152.13M
'23 Q4
23-10-24
▼1.1%
$692.60M
$138.38M
'24 Q1
24-02-08
▼3.1%
$681.35M
$119.02M
'24 Q2
24-04-29
▼1%
$695.50M
$144.08M
'24 Q3
24-07-29
▲5.6%
$746.67M
$165.30M
'24 Q4
24-10-28
▲10.7%
$766.49M
$166.44M
'25 Q1
25-01-28
▲7.3%
$731.12M
$145.53M
'25 Q2
25-04-28
▲12.2%
$780.37M
$189.91M
'25 Q3
25-07-30
▲8.5%
$810.09M
$190.49M
'25 Q4
25-10-27
▲7.3%
$822.47M
$180.05M
'26 Q1
26-01-27
▲11%
$811.70M
$147.75M
'26 Q2
26-04-28
LATEST
▲10.9%
$865.08M
$208.21M
'26 Q3
26-07-27
Earnings call
FY26 · Q3
2026-07-27
FFIV Q326 Earnings Results
Revenue
$865.08M
▲ 10.9% YoY Diluted EPS
$3.62
▲ 11.4% YoY Gross margin
82.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2026-04-28
F5, Inc. Q2 FY2026 Earnings Call
Confident tone
Hybrid multi-cloud adoption
Application and API security demand
Geographic performance and US softness
Revenue
$811.70M
▲ 11% YoY Diluted EPS
$2.58
▲ 4% YoY Gross margin
81.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-03-04
Morgan Stanley Technology, Media & Telecom Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-01-27
F5, Inc. Q1 FY2026 Earnings Call
Confident tone
Hybrid multi-cloud adoption
Product refresh / capacity expansion
Systems / hardware strength
Revenue
$822.47M
▲ 7.3% YoY Diluted EPS
$3.10
▲ 9.9% YoY Gross margin
81.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-10-27
F5, Inc. Q4 FY2025 Earnings Call
Positive tone
Guidance and Outlook
Financial Performance
Hybrid Cloud
Revenue
$810.09M*
▲ 8.5% YoY Gross margin
82.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-07-30
F5, Inc. Q3 FY2025 Earnings Call
Confident tone
Product Revenue Strength and Hardware Demand
Application Delivery and Security Platform (ADSP)
Hybrid Multi-Cloud and Data Center Modernization
Revenue
$780.37M
▲ 12.2% YoY Diluted EPS
$3.25
▲ 33.2% YoY Gross margin
81.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-04-28
F5, Inc. Q2 FY2025 Earnings Call
Confident tone
Software subscription renewals
AI for ADC and ADC for AI
F5 Application Delivery and Security Platform (ADSP)
Revenue
$731.12M
▲ 7.3% YoY Diluted EPS
$2.48
▲ 24% YoY Gross margin
80.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-01-28
F5, Inc. Q1 FY2025 Earnings Call
Confident tone
Distributed cloud services (DCS)
AI opportunity
Hybrid multi-cloud differentiation
Revenue
$766.49M
▲ 10.7% YoY Diluted EPS
$2.82
▲ 21.6% YoY Gross margin
81.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-10-28
F5, Inc. Q4 FY2024 Earnings Call
Positive tone
F5 Distributed Cloud Services platform
Hybrid multi-cloud and industry tailwinds
AI and NVIDIA partnership
Revenue
$746.67M*
▲ 5.6% YoY Gross margin
80.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-07-29
F5, Inc. Q3 FY2024 Earnings Call
Revenue
$695.50M
▼ 1% YoY Diluted EPS
$2.44
▲ 64.9% YoY Gross margin
80.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-04-29
F5, Inc. Q2 FY2024 Earnings Call
Revenue
$681.35M
▼ 3.1% YoY Diluted EPS
$2.00
▲ 49.3% YoY Gross margin
79.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-02-08
F5, Inc. Q1 FY2024 Earnings Call
Revenue
$692.60M
▼ 1.1% YoY Diluted EPS
$2.32
▲ 93.3% YoY Gross margin
80.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-10-24
F5, Inc. Q4 FY2023 Earnings Call
Revenue
$706.97M*
▲ 1% YoY Gross margin
80.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-07-24
F5, Inc. Q3 FY2023 Earnings Call
Revenue
$702.64M
▲ 4.2% YoY Diluted EPS
$1.48
▲ 8% YoY Gross margin
79.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-04-19
F5, Inc. Q2 FY2023 Earnings Call
Revenue
$703.17M
▲ 10.9% YoY Diluted EPS
$1.34
▲ 45.7% YoY Gross margin
77.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-01-24
F5, Inc. Q1 FY2023 Earnings Call
Revenue
$700.38M
▲ 1.9% YoY Diluted EPS
$1.20
▼ 20.5% YoY Gross margin
77.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-10-25
F5, Inc. Q4 FY2022 Earnings Call
Revenue
$700.03M*
▲ 2.6% YoY Gross margin
78.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-07-25
F5, Inc. Q3 FY2022 Earnings Call
Revenue
$674.49M
▲ 3.5% YoY Diluted EPS
$1.37
▼ 6.2% YoY Gross margin
80.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-04-26
F5, Inc. Q2 FY2022 Earnings Call
Revenue
$634.22M
▼ 1.7% YoY Diluted EPS
$0.92
▲ 31.4% YoY Gross margin
80.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-01-25
F5, Inc. Q1 FY2022 Earnings Call
Revenue
$687.10M
▲ 10% YoY Diluted EPS
$1.51
▲ 7.1% YoY Gross margin
80.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-10-26
F5, Inc. Q4 FY2021 Earnings Call
Revenue
$682.00M*
▲ 10.9% YoY Gross margin
81.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-07-26
F5, Inc. Q3 FY2021 Earnings Call
Revenue
$651.51M
▲ 11.7% YoY Diluted EPS
$1.46
▲ 28.1% YoY Gross margin
81.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-04-27
F5, Inc. Q2 FY2021 Earnings Call
Revenue
$645.29M
▲ 10.6% YoY Diluted EPS
$0.70
▼ 30% YoY Gross margin
80.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-01-07
F5, Inc. Q1 FY2021 Earnings Call
Revenue
$624.62M
▲ 9.7% YoY Diluted EPS
$1.41
▼ 13% YoY Gross margin
81.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-10-26
F5, Inc. Q4 FY2020 Earnings Call
Revenue
$614.82M
▲ 4.1% YoY Diluted EPS
$1.26
▼ 19.7% YoY Gross margin
81.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-07-27
F5, Inc. Q3 FY2020 Earnings Call
Revenue
$583.25M
▲ 3.5% YoY Diluted EPS
$1.14
▼ 20.3% YoY Gross margin
81.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-04-27
F5, Inc. Q2 FY2020 Earnings Call
Revenue
$583.45M
▲ 7.1% YoY Diluted EPS
$1.00
▼ 48.2% YoY Gross margin
82.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-01-27
F5, Inc. Q1 FY2020 Earnings Call
Revenue
$569.30M
▲ 4.7% YoY Diluted EPS
$1.62
▼ 25% YoY Gross margin
84.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–28 of 28 earnings calls
Key facts
CIK
1048695
CUSIP
315616102
13F (30d)
806 filings
755 filers
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