11Mรชsยท

F5 Q4โ€™25 Earnings Highlights

$FFIV (-0,84%)


๐Ÿ”น Revenue: $810M (Est. $794.86M) ๐ŸŸข; UP +8% YoY

๐Ÿ”น EPS (Non-GAAP): $4.39 (Est. $3.97) ๐ŸŸข

๐Ÿ”น Non-GAAP Gross Margin: 84.3%


Segment Revenue:

๐Ÿ”น Systems: $186M; UP +42% YoY

๐Ÿ”น Software: $229M; UP +0.3% YoY

๐Ÿ”น Global Services: $396M; UP +2% YoY


Guidance

๐Ÿ”น FY26 Revenue Growth: 0%โ€“4%

๐Ÿ”น FY26 Non-GAAP Operating Margin: 33.5%โ€“34.5%

๐Ÿ”น FY26 Non-GAAP EPS: $14.50โ€“$15.50

๐Ÿ”น Q1โ€™26 Revenue: $730Mโ€“$780M

๐Ÿ”น Q1โ€™26 Non-GAAP EPS: $3.35โ€“$3.85


CEO Commentary

๐Ÿ”ธ โ€œWe delivered 8% Q4 growth and 10% for FY25, with strong systems momentum. Weโ€™re raising the bar on security following the recent incident and see hybrid multicloud and AI driving continued demand.โ€

2
Participar na conversa