Form 10-Q · Quarterly report
F5, Inc. 10-Q, filed Aug 6, 2026
- Filed
- CIK
- 0001048695
- Accession no.
- 0001048695-26-000067
Summary
F5 reported total net revenue of $865.1 million for the quarter ended June 30, 2026, up from $780.4 million a year earlier, as product revenue rose 19% and services revenue rose 2.7%; systems revenue grew 32.4% on higher customer demand. F5 also restated that on October 15, 2025 it disclosed a security incident in which a threat actor held long-term persistent access to its systems and exfiltrated files.
Key points
- Nine-month net revenue was $2.50 billion, with product revenue up 17.3% and services revenue up 2.7% year over year.
- Cash provided by operating activities was $841.4 million over the first nine months of fiscal 2026, alongside $501.1 million used to repurchase common stock and $47.6 million used for a business acquisition.
- Deferred revenue rose to $2.2 billion as of June 30, 2026 from $2.0 billion as of September 30, 2025, driven by maintenance contracts and subscription offerings.
- Gross margin was 82.2% for the quarter, up from 81.0% a year earlier.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
From the filing
Item 2.Management's Discussion Overview F5 is a global leader in application delivery and security solutions which enable its customers to deploy, operate, secure, optimize, and govern every application and API across on-premises architectures, in the cloud, and at the network edge. Our cloud, software, and hardware solutions enable our customers to deliver fast, available, and secure digital experiences to their customers at scale. Our enterprise-grade application services are available as hardware, software, and SaaS solutions optimized for hybrid, multicloud environments, with modules that can run independently, or as part of an integrated solution on our high-performance appliances. …
An excerpt of the text as filed with the SEC, cut for length.
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