Fiscal 2025 revenue reached $3.09 billion, up 10% year-over-year, with EPS up 18% and operating profit surpassing $1 billion.
Growth was driven by data center reinvestment, hybrid cloud adoption, and enterprise AI infrastructure demand.
Security-related revenue reached $1.2 billion, representing 39% of total revenue, with standalone security offerings at $463 million.
A significant security incident in August 2025 prompted immediate response, transparency, and increased security investment.
The company maintained strong customer relationships and rapid remediation, with most customers updating their environments quickly.
FY25 revenue was $3.09 billion, up from $2.82 billion in FY24; Q4 revenue was $810 million, up 8% year-over-year.
Non-GAAP net income for FY25 was $928 million, with EPS of $15.81, up 18% year-over-year.
Q4 non-GAAP EPS was $4.39, up 20% year-over-year; GAAP net income was $190 million.
Record free cash flow of $906 million for FY25, up 19% year-over-year.
Deferred revenue increased 11% year-over-year to $2.0 billion.
FY26 revenue growth is projected at 0%-4%, with near-term disruption expected from the security incident, normalizing in the second half.
FY26 non-GAAP operating margin expected at 33.5%-34.5%; gross margin at 83%-83.5%.
FY26 non-GAAP EPS expected in the range of $14.50-$15.50.
Q1 FY26 revenue guidance is $730-$780 million; Q1 non-GAAP EPS $3.35-$3.85.
At least 50% of free cash flow to be used for share repurchases in FY26.
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F5, Inc. is an American company with multinational operations that specializes in multi-cloud application services and security. The company is well-known for its Application Delivery Controller (ADC) technology, which optimizes the delivery and security of network-based applications and the traffic that flows through them. F5's product portfolio includes software and hardware focused on access control, application security, load balancing, and DDoS protection, catering to a diverse clientele that spans various sectors. It is headquartered in Seattle, Washington, and its shares are listed on the Nasdaq.
F5 was founded in 1996 and initially focused on developing and providing load-balancing technology, crucial for ensuring the reliable distribution of internet traffic across servers.
F5 went public in 1999 and in the early 2000s, the company expanded its product line to include traffic management, application security, and optimization technologies. The company continued to grow during the 2010s both organically and through strategic acquisitions. More recently, F5 has focused on expanding its offerings in multi-cloud environments and application security. Today, F5 competes with the likes of Cisco, Juniper Networks, Fortinet, and many others.
F5's flagship product line, and what the company is most known for, includes its Application Delivery Controllers and associated services, which are designed to ensure the smooth and efficient delivery of web applications. ADCs play a crucial role in load balancing, optimizing performance, and managing the flow of traffic to and from web applications. This ensures that user experiences are consistently high-quality, regardless of traffic volume or application complexity.
A significant part of F5's extended offerings is in Application Security. They provide Web Application Firewalls (WAFs), which are designed to protect applications against internet-based threats. These WAFs are engineered to adapt to the specific security needs of different applications, aiming to defend against a range of cyber threats including SQL injection, cross-site scripting, and session hijacking.
In Access Management, F5 develops solutions that aim to secure and streamline access to applications and data. Its offerings in this space are focused on enabling controlled access to network resources, crucial for businesses with remote or mobile workforces. Key features of these solutions include identity federation, Single Sign-On (SSO), and multi-factor authentication. In Cloud Solutions, F5 has introduced products to aid in the optimization of application performance and security across various cloud environments.
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