Disclosed a sophisticated nation-state breach affecting BIG-IP systems, prompting rapid customer patching and remediation efforts.
Customers responded positively to transparency and support, with most updates now completed and operations returning to normal.
Ongoing focus on hardening security, with expectations of a more secure environment and stronger customer trust.
Short-term revenue impact was limited, mainly affecting new projects, while renewals and services remained resilient.
Incident deepened relationships with decision makers and highlighted the platform's critical role in customer environments.
Software growth is driven by customer expansion, renewals, and increased adoption of the ADSP platform.
Growth rates fluctuate based on renewal cycles, with a headwind expected in FY 2026 and a tailwind in FY 2027; double-digit growth anticipated beyond FY 2026.
Hardware demand is strong due to data center modernization and AI-driven buildouts, with customers favoring hybrid and multi-cloud strategies.
SaaS and Distributed Cloud offerings are maturing, with ARR expected to grow as legacy transitions complete.
Customers value flexibility across deployment models, supporting both data center and cloud environments.
AI drives demand for high-performance data delivery, runtime security for AI models, and AI factory load balancing.
Recent acquisition of CalypsoAI strengthens leadership in AI security.
Partnership with NVIDIA and inclusion in its reference architecture opens new opportunities in AI infrastructure.
Shadow AI use cases, where infrastructure is modernized in anticipation of AI, are a major growth driver.
Direct AI use cases are trackable, with expectations for more visibility as the business scales.
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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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