{"filings":[{"id":1885996,"accession_number":"0001048695-26-000063","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2026-07-27T20:06:52+00:00","items":["2.02","9.01"],"status":"ready","headline":"F5 Q3 revenue $865M (+11% YoY); raises FY2026 guidance on strong product growth","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $865M (+11% YoY); product revenue up 19% YoY with systems +32% and software +7%.","GAAP EPS $3.62 vs $3.25; non-GAAP EPS $4.73 vs $4.16.","Raised FY2026 outlook: revenue growth 9-10% (from 7-8%), non-GAAP EPS $17.21-$17.33 (from $16.25-$16.55).","Q4 FY2026 guidance: revenue $870M-$890M, non-GAAP EPS $4.14-$4.26.","Eight consecutive quarters of double-digit product revenue growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1221837,"accession_number":"0001048695-26-000059","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2026-06-23T20:00:22+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"F5 appoints Gavin Munroe to board of directors effective June 17, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Munroe will serve on Audit and Risk committees; board expands to 10 members, 9 independent.","Annual retainer of $60,000 plus $20,000 each for Audit and Risk committee service.","RSU grant valued at $275,000 effective July 1, 2026 under the 2026 Incentive Award Plan.","Munroe recently served as CIO and Transformation Head at Commonwealth Bank of Australia."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90881,"accession_number":"0001048695-26-000044","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2026-04-28T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"F5 appoints Anand Eswaran to board of directors, effective April 24, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Anand Eswaran, CEO of Veeam Software, joins F5's board and its Audit and Talent/Compensation Committees.","Board expands to 9 members; 8 are independent.","Non-employee director compensation: $60,000 annual retainer, $20,000 Audit, $12,500 Talent/Comp committee fees, plus $275,000 RSU grant effective May 1, 2026.","Eswaran brings 25+ years of experience at Microsoft, SAP, HP, and RingCentral."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90880,"accession_number":"0001048695-26-000042","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2026-04-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"F5 Q2 revenue $812M (+11% YoY); raises FY26 revenue guidance to 7-8% growth","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $812M (+11% YoY); product revenue up 22% (systems +26%, software +17%).","GAAP EPS $2.58; non-GAAP EPS $3.90, up from $3.42 in Q2 FY25.","FY26 revenue growth guidance raised to 7-8% (from 5-6%); non-GAAP EPS $16.25-$16.55.","Q3 FY26 revenue guidance $820M-$840M; non-GAAP EPS $3.91-$4.03.","CEO cites hybrid multicloud, cybersecurity, and AI inference as demand drivers."],"consensus_eps_estimate":null,"consensus_eps_actual":5.68,"consensus_revenue_estimate":null,"consensus_revenue_actual":1634165000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100719,"accession_number":"0001048695-26-000036","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2026-03-13T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"F5 shareholders approve 2026 Incentive Award Plan with 3.5M new shares; directors re-elected","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["3,500,000 new shares authorized under 2026 Incentive Award Plan; passed with ~67% of votes cast (32.4M for, 16.1M against).","All eight director nominees elected with >95% support; François Locoh-Donou received lowest 'for' at 45,986,595 votes.","Advisory say-on-pay approved with ~92.8% of votes cast (44.8M for, 3.5M against).","Board adopted new Non-Employee Director Compensation Program on March 12, 2026.","Ratification of PwC as auditor for FY2026 approved with ~91% of votes cast."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100718,"accession_number":"0001048695-26-000018","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2026-01-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"F5 Q1 revenue $822M (+7% YoY), non-GAAP EPS $4.45; raises FY26 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $3.10, non-GAAP EPS $4.45 vs $2.82/$3.84 a year ago.","Systems revenue grew 37% YoY to $218M; software revenue fell 8% to $192M.","FY26 revenue growth outlook raised to 5%-6% from 0%-4%; non-GAAP operating margin 34%-35%.","Q2 FY26 revenue guided to $770M-$790M with non-GAAP EPS $3.34-$3.46.","Sixth consecutive quarter of double-digit product revenue growth."],"consensus_eps_estimate":null,"consensus_eps_actual":3.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":822465000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117016,"accession_number":"0001048695-25-000153","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2025-10-27T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"F5 Q4 FY25 revenue $810M (+8% YoY); CEO to become Chairman; FY26 guidance 0-4% growth due to security incident impact","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $810M (+8% YoY); GAAP EPS $3.26, non-GAAP EPS $4.39, both up from $2.80 and $3.67.","FY25 revenue $3.09B (+10% YoY); GAAP net income $692M ($11.80 EPS) vs $567M ($9.55 EPS).","Guidance: FY26 revenue growth 0-4%, non-GAAP EPS $14.50-$15.50, operating margin 33.5%-34.5%; Q1 rev $730-780M, non-GAAP EPS $3.35-3.85.","CEO François Locoh-Donou to become Chairman at March 2026 annual meeting, succeeding retiring Chair Alan J. Higginson.","Recent security incident expected to cause near-term sales disruption; F5 raising security measures."],"consensus_eps_estimate":null,"consensus_eps_actual":11.8,"consensus_revenue_estimate":null,"consensus_revenue_actual":3088072000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117015,"accession_number":"0001048695-25-000149","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2025-10-15T23:59:59+00:00","items":["1.05","5.02","7.01","9.01"],"status":"ready","headline":"F5 discloses nation-state cyber breach; BIG-IP source code exfiltrated; director resigns for new role","summary_kind":"llm","event_type":"cyber","confidence":"high","bullets":["Nation-state threat actor exfiltrated BIG-IP source code and undisclosed vulnerability details; access since August 2025.","No evidence of active exploitation or software supply chain modification; containment efforts successful.","Configuration or implementation info for a small % of customers exfiltrated; affected customers will be contacted.","Director Michael Montoya resigned from board (no disagreement), appointed Chief Technology Operations Officer, reporting to CEO.","F5 released security updates for BIG-IP, F5OS, BIG-IP Next, BIG-IQ, and APM clients; customers advised to update."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133452,"accession_number":"0001048695-25-000143","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2025-09-11T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"F5 to acquire CalypsoAI for $180M to bolster AI security offerings","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["F5 acquires CalypsoAI for $180M in cash; expected close by Sept 30, 2025 (Q4 FY2025).","CalypsoAI provides AI inference security: adversarial threat defense, data leakage prevention, unified governance.","CalypsoAI's platform will integrate into F5's Application Delivery and Security Platform (ADSP).","Transaction expected to be immaterial to F5's revenue and operating results."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133451,"accession_number":"0001048695-25-000113","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2025-07-30T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"F5 Q3 revenue rises 12% to $780M; GAAP EPS $3.25; raises FY guidance; Chair to retire","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $780M (+12% YoY); product revenue up 26% (systems +39%, software +16%).","GAAP EPS $3.25 vs $2.44; non-GAAP EPS $4.16 vs $3.36, beating consensus.","Raises FY2025 revenue growth guidance to ~9% from prior 6.5-7.5%.","Q4 non-GAAP EPS guide $3.87-$3.99, implying ~14-15% YoY growth (from prior 8-10%).","Chair Alan Higginson to retire after 30 years; not standing for re-election at Spring 2026 meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":8.54,"consensus_revenue_estimate":null,"consensus_revenue_actual":2277982000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150132,"accession_number":"0001048695-25-000075","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2025-04-28T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"F5 reports Q2 FY25 revenue $731M (+7% YoY), raises FY25 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $731M (+7% YoY); systems revenue $179M (+27% YoY) driving growth.","GAAP EPS $2.48 (vs $2.00); non-GAAP EPS $3.42 (vs $2.91).","Q3 FY25 revenue guided $740-760M (8% growth); non-GAAP EPS $3.41-$3.53.","FY25 revenue growth guidance raised to 6.5%-7.5% (from 6%-7%); EPS growth to 8%-10% (from 6.5%-8.5%).","Director Peter Klein resigned April 25; Julie Gonzalez appointed Audit Committee Chair."],"consensus_eps_estimate":3.5707,"consensus_eps_actual":5.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":1497612000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169133,"accession_number":"0001048695-25-000068","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2025-03-17T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"F5 shareholders elect 12 directors, approve say-on-pay, and ratify PwC at 2025 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 12 director nominees elected; votes for ranged from 46.8M to 49.6M, with broker non-votes of 3.7M.","Advisory say-on-pay passed with 45.1M votes for (89.2%) against 4.5M; broker non-votes 3.7M.","Ratification of PwC as independent auditor approved: 49.2M for, 4.1M against, 70K abstain.","Total shares present at meeting: 53.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169132,"accession_number":"0001048695-25-000002","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2025-01-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"F5 reports Q1 FY25 record revenue $766M, up 11% YoY; raises FY25 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $766M (+11% YoY); software revenue $209M (+22%), systems $160M (+18%), services $398M (+3%).","GAAP EPS $2.82 vs $2.32; non-GAAP EPS $3.84 vs $3.43; GAAP operating margin 26.8% vs 23.8%.","Q2 FY25 guidance: revenue $705-725M, non-GAAP EPS $3.02-3.14.","FY25 revenue growth guidance raised to 6-7% (from 4-5%); non-GAAP EPS growth raised to 6.5-8.5% (from 5-7%).","CEO cites hybrid multicloud and AI as emerging opportunities driving growth."],"consensus_eps_estimate":null,"consensus_eps_actual":2.82,"consensus_revenue_estimate":null,"consensus_revenue_actual":766489000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186194,"accession_number":"0001048695-24-000169","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2024-11-05T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"CFO Frank Pelzer to retire Nov 18; to serve as consultant through May 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Retirement effective upon filing FY2024 10-K, expected Nov 18, 2024.","Pelzer will receive a lump sum payment of $315,125 and acceleration of 6,740 RSUs.","Consulting agreement from Dec 1, 2024 to May 31, 2025 at $46,833.33 per month.","Pelzer to act as senior advisor to successor CFO during consulting period."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186193,"accession_number":"0001048695-24-000154","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2024-10-28T23:59:59+00:00","items":["2.02","5.02","8.01","9.01"],"status":"ready","headline":"F5 Q4 revenue $747M (+6%), software up 19%; guides FY25 growth; $1B buyback; new CFO","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP EPS $2.80; non-GAAP EPS $3.67. FY24 GAAP EPS $9.55, non-GAAP $13.37 (double-digit YoY growth).","Software revenue $228M (+19% YoY) offset systems decline; total FY24 revenue $2.82B flat YoY.","FY25 guidance: revenue growth 4-5%; non-GAAP EPS growth 5-7% (10% tax-neutral). Q1 revenue $705-725M.","Board authorized additional $1B share repurchase, incremental to $422M remaining in existing program.","Edward Cooper Werner appointed EVP & CFO; salary $500K, bonus 80%, $2.4M RSU grant; effective after 10-K filing."],"consensus_eps_estimate":null,"consensus_eps_actual":9.55,"consensus_revenue_estimate":null,"consensus_revenue_actual":2816120000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186192,"accession_number":"0001048695-24-000148","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2024-10-15T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"F5 appoints Maya McReynolds and Julie Gonzalez to board, effective Oct 10","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["McReynolds is CFO of Dell's Client Solutions Group; Gonzalez is SVP Business Finance at Workday.","Both join Audit Committee; receive $60K annual retainer plus $20K for committee service.","Pro-rata RSU grant of ~$105,770 expected Nov 1, 2024 under F5's Incentive Plan.","Board expands to 12 members, 11 independent; five identify as female, four as racially/ethnically diverse.","Appointments reflect F5's focus on strengthening financial and operational expertise for SaaS growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202825,"accession_number":"0001048695-24-000136","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2024-09-03T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"F5 appoints COO and CRO; Chief Product Officer to resign in November 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Thomas D. Fountain appointed as COO effective August 30, 2024; previously EVP Global Services and Chief Strategy Officer.","Chad Whalen appointed as CRO effective August 30, 2024; previously EVP Worldwide Sales.","Kara Sprague, EVP and Chief Product Officer, notified resignation effective November 2, 2024.","No family relationships or material interests in transactions disclosed for new officers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202824,"accession_number":"0001048695-24-000107","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2024-07-30T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"F5 CFO Frank Pelzer to retire by end of Q1 2025; Edward Cooper Werner named successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Frank Pelzer, EVP and CFO, plans to retire during F5's first fiscal quarter ending Dec. 31, 2024.","Edward Cooper Werner, current SVP of Finance, will be appointed CFO upon Pelzer's retirement.","Pelzer will continue in his role and assist with the transition until his retirement date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202823,"accession_number":"0001048695-24-000104","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2024-07-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"F5 Q3 FY24 revenue $695M at top of guidance; raises FY EPS growth to ~12%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $2.44 vs $1.48 YoY; non-GAAP EPS $3.36 vs $3.21 YoY.","Software revenue $179M (+3% YoY); systems revenue $130M (-16% YoY).","Q4 FY24 revenue guidance $720M-$740M; non-GAAP EPS $3.38-$3.50.","FY2024 revenue expected ~$2.8B, roughly flat YoY; non-GAAP EPS growth ~12%.","GAAP operating margin improved to 23.4% from 14.7% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":6.75,"consensus_revenue_estimate":null,"consensus_revenue_actual":2069446000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219001,"accession_number":"0001048695-24-000096","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2024-06-21T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Sri Shivananda resigns from F5 board effective June 24, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Sri Shivananda resigned due to a change in responsibilities and requirements relating to his current employment.","Resignation was not the result of any disagreement with F5, according to the filing.","Board size reduced from 11 to 10 members; no vacancies will be filled.","Shivananda also stepped down from Risk Committee and Talent and Compensation Committee."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219000,"accession_number":"0001048695-24-000060","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2024-04-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"F5 Q2 revenue $681M (-3% YoY), non-GAAP EPS $2.91 beats; raises FY24 EPS outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Software revenue $159M (+20% YoY, driven by +28% subscription growth); systems revenue $142M (-32% YoY).","GAAP EPS $2.00 (up from $1.34); non-GAAP EPS $2.91 (up from $2.53); operating margin expanded to 20.5% GAAP, 30.9% non-GAAP.","Q3 FY2024 guidance: revenue $675M-$695M, non-GAAP EPS $2.89-$3.01 per diluted share.","FY2024 revenue outlook unchanged (flat to -2% YoY); raised FY2024 non-GAAP EPS growth outlook to 7%-9% from prior 6%-8%."],"consensus_eps_estimate":null,"consensus_eps_actual":4.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":1373951000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238892,"accession_number":"0001048695-24-000022","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2024-03-15T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"F5 shareholders elect all 11 director nominees and approve say-on-pay at 2024 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 11 director nominees elected; Michael Dreyer received lowest support at 44.5M for (85.7% of votes cast).","Say-on-pay advisory proposal approved with 45,969,645 for (92.0% of votes cast excluding broker non-votes).","Ratification of PwC as independent auditor approved with 51,102,724 for (94.4% of votes cast).","Broker non-votes of 4,113,114 on director and say-on-pay items."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238891,"accession_number":"0001048695-24-000009","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2024-01-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"F5 Q1 FY24 GAAP EPS $2.32 (+93% YoY), non-GAAP EPS $3.43 (+39%); raises FY EPS outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $693M (-1% YoY); services revenue +7%, product revenue -10% (systems -22%, software +2%).","GAAP operating margin 23.8% vs 13.0% YoY; non-GAAP operating margin 35.5% vs 26.5% YoY.","Q2 FY24 guidance: revenue $675M–$695M, non-GAAP EPS $2.79–$2.91.","FY24 non-GAAP EPS growth outlook raised to 6%-8% (from 5%-7%) on lower expected tax rate."],"consensus_eps_estimate":null,"consensus_eps_actual":2.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":692597000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238890,"accession_number":"0001048695-24-000003","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2024-01-05T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Marie Myers resigns from F5 board effective Jan 3, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Marie Myers resigned as director and from Audit & Risk Oversight Committee, effective January 3, 2024.","Resignation due to new employment role causing material change in professional responsibilities per corporate governance guidelines.","No disagreement with the company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":256374,"accession_number":"0001048695-23-000037","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2023-11-02T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"F5 appoints Tami Erwin to board of directors effective October 31, 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Erwin will serve on Audit & Risk Oversight and Talent & Compensation Committees.","She receives annual retainer of $60,000, committee fees ($20K Audit, $12.5K Talent), and initial RSU grant of 599 units (pro-rata of $250K annual grant).","Erwin is a former Verizon EVP and CEO of Verizon Business (2019-2022) with 35 years in telecom.","Board expands to 12 members (11 independent); includes 4 women and 4 racially/ethnically diverse directors.","Press release announcing appointment issued November 2, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":256373,"accession_number":"0001048695-23-000034","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2023-10-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"F5 reports Q4 FY23 revenue $707M (+1%), non-GAAP EPS $3.50 (+33%) and FY23 revenue $2.8B (+4%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 FY23 revenue $707M (+1% YoY); GAAP EPS $2.55, non-GAAP EPS $3.50 (+33% YoY).","FY23 revenue $2.813B (+4% YoY); GAAP EPS $6.55, non-GAAP EPS $11.70 (+15% YoY).","Q4 software revenue +11% YoY, systems revenue -25% YoY; global services +9% YoY.","Q1 FY24 guidance: revenue $675-695M, non-GAAP EPS $2.97-3.09 per diluted share.","FY24 outlook: revenue flat to low-single-digit decline; non-GAAP EPS growth ~5-7% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":6.55,"consensus_revenue_estimate":null,"consensus_revenue_actual":2813169000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":256372,"accession_number":"0001048695-23-000032","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2023-10-05T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"F5 reappoints Michel Combes to board of directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michel Combes appointed effective September 29, 2023; previously served from July 2018 to March 2021.","He will serve on the Talent and Compensation Committee; annual retainer $60,000 plus $12,500 committee fee.","Expected RSU grant of $112,534 (pro-rata of $250,000 annual value) effective November 1, 2023.","Board expands to 11 members, 10 independent; includes three women and four racially/ethnically diverse directors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":273778,"accession_number":"0001048695-23-000028","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2023-07-25T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director James Phillips resigns from F5 board; board size reduced to 10","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["James Phillips resigned from F5 board effective July 21, 2023, citing a new employment role that changed his professional responsibilities.","Resignation was not the result of any disagreement with the company, per the filing.","Board voted to reduce board size from 11 to 10 members, creating no vacancies.","Resignation followed F5's Corporate Governance Guidelines requiring director resignation upon material change in professional role."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":273777,"accession_number":"0001048695-23-000026","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2023-07-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"F5 Q3 revenue $703M (+4% YoY); non-GAAP EPS $3.21 beats guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $703M (+4% YoY); GAAP EPS $1.48, non-GAAP EPS $3.21 (both up YoY).","Non-GAAP operating margin expanded to 33.2% from 28.8% YoY.","Global services revenue +8%; product revenue +1% (systems +5%, software -3%).","Q4 guidance: revenue $690-710M, non-GAAP EPS $3.15-3.27.","CEO cites early demand stabilization but macroeconomic uncertainty."],"consensus_eps_estimate":null,"consensus_eps_actual":4.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":2106195000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":290844,"accession_number":"0001048695-23-000024","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K/A","filed_at":"2023-06-09T23:59:59+00:00","items":["2.05"],"status":"ready","headline":"F5 updates restructuring cost estimate: $53M total including $8M facility charges","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total restructuring cost estimated at $53M, up from previously disclosed $45M severance.","Approximately $8M in lease termination and other facility costs.","Reduction in force of ~620 employees (9% of workforce) on track; annualized savings ~$130M.","Actions intended to align strategic and financial objectives, optimize operations.","Potential position reductions may extend beyond fiscal 2023 due to legal requirements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":290845,"accession_number":"0001048695-23-000016","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2023-04-19T23:59:59+00:00","items":["2.02","2.05","7.01","9.01"],"status":"ready","headline":"F5 Q2 revenue up 11% to $703M; cuts 9% of workforce, lowers FY revenue growth guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $703M (+11% YoY); GAAP EPS $1.34, non-GAAP $2.53; systems +43%, software -13%.","Reduces headcount by ~620 employees (~9%); expects annualized savings ~$130M and $45M severance in FY23.","Revises FY23 outlook: low-to-mid single-digit revenue growth, ~30% non-GAAP margins, 7%-11% EPS growth.","Q3 guidance: revenue $690M-$710M, non-GAAP EPS $2.78-$2.90; plans $250M+ in share repurchases."],"consensus_eps_estimate":null,"consensus_eps_actual":2.54,"consensus_revenue_estimate":null,"consensus_revenue_actual":1403553000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":311700,"accession_number":"0001048695-23-000014","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2023-03-10T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"F5 shareholders approve increase in equity plan shares and elect directors at 2023 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved an increase of 4.5M shares under the Incentive Plan and 2M shares under the ESPP.","All 11 director nominees were elected; Marie E. Myers received the most votes against (8M).","Advisory say-on-pay proposal was approved with 44.4M for vs 6.7M against.","Advisory vote on frequency of say-on-pay favored every 1 year (50.2M votes).","Ratification of PricewaterhouseCoopers as independent auditor passed with 53.2M for."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":311699,"accession_number":"0001048695-23-000007","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2023-01-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"F5 Q1 rev $700M (+2% YoY), GAAP EPS $1.20, Non-GAAP $2.47; guides Q2; acquires Lilac Cloud","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $700M (+2% YoY); GAAP net income $72M ($1.20 EPS), down from $94M ($1.51).","Non-GAAP net income $149M ($2.47 EPS), down from $179M ($2.89).","Global services revenue +5% YoY; product revenue -1% (software +3%, systems -4%).","Q2 FY23 guidance: revenue $690-710M, non-GAAP EPS $2.36-2.48; FY23 growth reaffirmed 9-11%.","Signed acquisition of Lilac Cloud (CDN tech); terms undisclosed; expected close Q2 FY23."],"consensus_eps_estimate":null,"consensus_eps_actual":1.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":700378000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":311698,"accession_number":"0001048695-23-000005","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2023-01-20T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"F5 director Sandra Bergeron to leave board; Elizabeth Buse to chair Compensation Committee","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Sandra Bergeron will not stand for re-nomination at the next Annual Meeting; she will continue as director until then.","Bergeron served on the board since 2013 and chaired the Talent & Compensation Committee.","Board intends to appoint Elizabeth Buse as Bergeron's successor to chair the Talent & Compensation Committee.","Bergeron's decision was not due to any disagreement with F5."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":311697,"accession_number":"0001048695-23-000003","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2023-01-09T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"F5 EVP Haiyan Song departs; separation agreement includes RSU acceleration and $218,597 payment","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Haiyan Song, EVP & GM of Security and Distributed Services, will leave F5 on March 15, 2023.","Song to provide transition services through March 15; receives accelerated vesting of 8,914 RSUs (subject to committee approval).","Separation includes $204,007 pro rata MBO/401(k) payment plus $14,590 for six months of COBRA premiums."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":330266,"accession_number":"0001048695-22-000031","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2022-11-02T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"F5 EVP Haiyan Song to depart; product orgs to report to new CPO Kara Sprague","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Haiyan Song, EVP & GM of Security and Distributed Cloud Services, announced departure effective as early as Feb 1, 2023.","All product organizations will now report to Kara Sprague, newly appointed Chief Product Officer.","Ms. Song will remain with F5 until at least February 1, 2023 to assist transition."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":330265,"accession_number":"0001048695-22-000029","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2022-10-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"F5 reports FY22 revenue up 4% to $2.7B; guides FY23 rev growth 9-11%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 FY22 revenue $700M (+3% YoY); GAAP diluted EPS $1.49, non-GAAP $2.62.","FY22 GAAP net income $322M ($5.27 diluted EPS) vs $331M ($5.34) prior year.","FY22 software revenue grew 33% YoY; systems revenue declined 13% due to chip shortages.","FY23 guidance: revenue growth 9-11%, non-GAAP EPS growth low-to-mid teens.","Q1 FY23 revenue range $690-710M; non-GAAP EPS $2.25-2.37."],"consensus_eps_estimate":null,"consensus_eps_actual":5.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":2695845000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.78,"calibrated_materiality_score":0.78,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":330264,"accession_number":"0001048695-22-000027","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2022-10-11T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"F5 appoints Marianne Budnik to board of directors; brings cybersecurity expertise","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appointment effective October 7, 2022; Budnik will serve on Audit & Risk Oversight Committee.","Ms. Budnik is CMO of Talon Cyber Security; previously CMO at CrowdStrike and CyberArk.","Receives $60K annual retainer, $20K committee fee, and pro-rata RSU grant of ~$105K.","Board expands to 12 members (11 independent); 7 of last 8 directors added are diverse."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":347823,"accession_number":"0001048695-22-000023","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2022-07-25T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"F5 reports Q3 revenue up 4% to $674M, GAAP EPS $1.37; adds $1B share buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $674M (+4% YoY); software revenue up 38%, systems down 18% due to chip shortages.","GAAP EPS $1.37 vs $1.46 YoY; Non-GAAP EPS $2.57 vs $2.76.","Q4 guidance: revenue $680M-$700M, non-GAAP EPS $2.45-$2.57.","Board authorized additional $1B for share repurchases (incremental to $272.5M remaining)."],"consensus_eps_estimate":null,"consensus_eps_actual":3.8,"consensus_revenue_estimate":null,"consensus_revenue_actual":1995812000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":364349,"accession_number":"0001048695-22-000012","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2022-04-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"F5 Q2 FY22 rev $634M (-2% YoY); software +40%; FY22 growth outlook cut to 1.5-4%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $634M, down 2% YoY; software revenue grew 40% while systems fell 27% due to chip shortages.","GAAP diluted EPS $0.92 vs $0.70 YoY; non-GAAP diluted EPS $2.13 vs $2.50 YoY.","FY22 revenue growth guidance lowered to 1.5%-4% from prior 4.5%-8%; software growth near top of 35-40% range.","Q3 FY22 revenue guidance $660-680M; CEO cites strong software demand but supply constraints for systems."],"consensus_eps_estimate":null,"consensus_eps_actual":2.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":1321324000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":384062,"accession_number":"0001048695-22-000009","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2022-03-11T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"F5 shareholders approve 1.2M share increase to Incentive Plan; all 11 directors elected","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Shareholders voted 45.3M for, 6.3M against to increase share reserve by 1.2M shares.","All 11 director nominees elected; François Locoh-Donou and Michael Montoya received >51.4M votes.","PricewaterhouseCoopers ratified as auditor for FY2022 with 51.9M votes in favor.","Advisory say-on-pay passed with 44.5M for vs 7.2M against; 3.5M broker non-votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":384061,"accession_number":"0001048695-22-000005","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2022-01-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"F5 reports Q1 revenue $687M (+10% YoY); cuts FY22 revenue growth outlook to 4.5%-8%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP revenue $687M (+10% YoY); GAAP EPS $1.51 vs $1.41; non-GAAP EPS $2.89 vs $2.59.","Non-GAAP software revenue grew 47% YoY, driving product revenue growth of 19%.","Q2 FY22 revenue guidance $610-$650M; FY22 growth cut to 4.5%-8% from prior 8%-9%.","Supply chain constraints will restrict systems demand for the remainder of FY22.","Software revenue growth expected near top end of 35%-40% guidance range."],"consensus_eps_estimate":null,"consensus_eps_actual":1.51,"consensus_revenue_estimate":null,"consensus_revenue_actual":687100000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":384060,"accession_number":"0001048695-22-000003","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2022-01-10T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"F5 appoints Microsoft's James Phillips to board of directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["James Phillips, President of Microsoft's Digital Transformation Platform Group, joins F5 board effective Jan 5, 2022.","Phillips will serve on the Nominating and ESG Committee; board expands to 11 members, 10 independent.","Standard non-employee director compensation: annual retainer $60,000, committee fee $12,500.","Pro-rata RSU grant of $43,956 (portion of $250,000 annual grant) effective Feb 1, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":401899,"accession_number":"0001048695-21-000041","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2021-11-15T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"F5 Networks changes legal name to F5, Inc. effective November 12, 2021","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Legal name changed from F5 Networks, Inc. to F5, Inc., effective November 12, 2021.","Fourth Amended and Restated Articles of Incorporation filed with Washington Secretary of State.","Eighth Amended and Restated Bylaws adopted to reflect new corporate name."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":401898,"accession_number":"0001048695-21-000035","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2021-10-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"F5 Networks Q4 revenue $682M (+11% YoY), EPS $1.80 GAAP, $3.01 non-GAAP; guides Q1 above consensus","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP revenue $682M (+11% YoY); GAAP diluted EPS $1.80 vs $1.26; non-GAAP EPS $3.01 vs $2.43.","FY2021 full-year GAAP revenue $2.60B (+11% YoY); GAAP EPS $5.34, non-GAAP EPS $10.81.","Software revenue 45% of product revenue in Q4, with 80% of software from subscriptions; total product rev +21% YoY.","Q1 FY2022 guidance: revenue $665M-$685M, non-GAAP EPS $2.71-$2.83.","FY2022 outlook: revenue growth 8-9%, software revenue growth 35-40%."],"consensus_eps_estimate":null,"consensus_eps_actual":5.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":2603416000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":420829,"accession_number":"0001140361-21-031767","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2021-09-20T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"F5 acquires Threat Stack for $68M; expects immaterial financial impact","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase consideration of $68 million, financed from balance sheet cash.","Expected to close in F5's Q1 fiscal 2022 (by Dec 31, 2021).","Threat Stack to add ~$15M revenue in FY2022; no change to operating margin targets.","Threat Stack is a cloud security and workload protection provider based in Boston."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":420828,"accession_number":"0001048695-21-000031","cik":1048695,"company_name":"F5, INC.","ticker":"FFIV","form_type":"8-K","filed_at":"2021-07-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"F5 Networks Q3 FY2021 revenue $652M (+12% YoY), non-GAAP EPS $2.76 vs $2.18","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP revenue $652M (+12% YoY); GAAP EPS $1.46 vs $1.14; non-GAAP EPS $2.76 vs $2.18.","Product revenue growth 21% driven by software +34% and systems +13%; services +4%.","Q4 FY2021 guidance: revenue $660M-$680M, non-GAAP EPS $2.68-$2.80.","GAAP net income $90M (up from $70M); non-GAAP net income $169M (up from $134M)."],"consensus_eps_estimate":null,"consensus_eps_actual":3.55,"consensus_revenue_estimate":null,"consensus_revenue_actual":1921419000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":21899130595.947987,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}