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F5 Networks Earnings Calls
| Release date | Apr 28, 2026 |
| EPS estimate | $3.47 |
| EPS actual | $3.90 |
| EPS Surprise | 12.39% |
| Revenue estimate | 783.823M |
| Revenue actual | 811.7M |
| Revenue Surprise | 3.56% |
| Release date | Jan 27, 2026 |
| EPS estimate | $3.64 |
| EPS actual | $4.45 |
| EPS Surprise | 22.25% |
| Revenue estimate | 764.163M |
| Revenue actual | 822.465M |
| Revenue Surprise | 7.63% |
| Release date | Oct 27, 2025 |
| EPS estimate | $3.97 |
| EPS actual | $4.39 |
| EPS Surprise | 10.58% |
| Revenue estimate | 794.862M |
| Revenue actual | 810.09M |
| Revenue Surprise | 1.92% |
| Release date | Jul 30, 2025 |
| EPS estimate | $3.51 |
| EPS actual | $4.16 |
| EPS Surprise | 18.52% |
| Revenue estimate | 753.891M |
| Revenue actual | 780.37M |
| Revenue Surprise | 3.51% |
Last 4 Quarters for F5 Networks
Below you can see how FFIV performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 30, 2025 |
| Price on release | $298.99 |
| EPS estimate | $3.51 |
| EPS actual | $4.16 |
| EPS surprise | 18.52% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $301.93 |
| Jul 25, 2025 | $299.37 |
| Jul 28, 2025 | $301.63 |
| Jul 29, 2025 | $299.24 |
| Jul 30, 2025 | $298.99 |
| Jul 31, 2025 | $313.42 |
| Aug 01, 2025 | $307.43 |
| Aug 04, 2025 | $321.00 |
| Aug 05, 2025 | $318.78 |
| 4 days before | -0.97% |
| 4 days after | 6.62% |
| On release day | 4.83% |
| Change in period | 5.58% |
| Release date | Oct 27, 2025 |
| Price on release | $290.41 |
| EPS estimate | $3.97 |
| EPS actual | $4.39 |
| EPS surprise | 10.58% |
| Date | Price |
|---|---|
| Oct 21, 2025 | $299.21 |
| Oct 22, 2025 | $297.84 |
| Oct 23, 2025 | $301.86 |
| Oct 24, 2025 | $298.34 |
| Oct 27, 2025 | $290.41 |
| Oct 28, 2025 | $267.58 |
| Oct 29, 2025 | $258.76 |
| Oct 30, 2025 | $256.69 |
| Oct 31, 2025 | $253.05 |
| 4 days before | -2.94% |
| 4 days after | -12.86% |
| On release day | -7.86% |
| Change in period | -15.43% |
| Release date | Jan 27, 2026 |
| Price on release | $270.43 |
| EPS estimate | $3.64 |
| EPS actual | $4.45 |
| EPS surprise | 22.25% |
| Date | Price |
|---|---|
| Jan 21, 2026 | $261.55 |
| Jan 22, 2026 | $262.00 |
| Jan 23, 2026 | $259.19 |
| Jan 26, 2026 | $267.45 |
| Jan 27, 2026 | $270.43 |
| Jan 28, 2026 | $292.30 |
| Jan 29, 2026 | $282.53 |
| Jan 30, 2026 | $275.61 |
| Feb 02, 2026 | $280.72 |
| 4 days before | 3.40% |
| 4 days after | 3.81% |
| On release day | 8.09% |
| Change in period | 7.33% |
| Release date | Apr 28, 2026 |
| Price on release | $303.65 |
| EPS estimate | $3.47 |
| EPS actual | $3.90 |
| EPS surprise | 12.39% |
| Date | Price |
|---|---|
| Apr 22, 2026 | $311.18 |
| Apr 23, 2026 | $299.89 |
| Apr 24, 2026 | $303.16 |
| Apr 27, 2026 | $297.72 |
| Apr 28, 2026 | $303.65 |
| Apr 29, 2026 | $328.15 |
| Apr 30, 2026 | $323.90 |
| May 01, 2026 | $323.20 |
| May 04, 2026 | $329.93 |
| 4 days before | -2.42% |
| 4 days after | 8.65% |
| On release day | 8.07% |
| Change in period | 6.03% |
F5 Networks Earnings Call Transcript Summary of Q1 2026
F5 reported strong Q1 FY2026 results: revenue grew 7% year-over-year to $822M, driven by 11% product growth and a 37% increase in systems revenue. Growth was fueled by hybrid multi-cloud adoption, accelerating AI-related demand (notably data delivery, runtime security, and AI factory load balancing), and customers consolidating on converged platforms (ADSP). Management said the security incident earlier in the quarter had minimal demand impact due to rapid remediation and support (over 9,000 additional support cases handled), and customer trust was largely maintained or strengthened. F5 raised its FY2026 revenue outlook to +5%–6% (from 0%–4%), expects mid-single-digit software growth, double-digit systems growth, non-GAAP gross margin ~82.5%–83.5% (modestly lowered to account for rising memory costs), non-GAAP operating margin 34%–35%, and non-GAAP EPS $15.65–$16.05. Q2 revenue guide: $770M–$790M. Cash/investment position is ~$1.22B; Q1 FCF and share repurchases included $300M of buybacks. Management flagged rising memory prices as a headwind to product COGS and is taking supply actions, while investing selectively in sales capacity and product roadmap to capture secular tailwinds.
