Hybrid multi-cloud adoption is widespread, with 90% of organizations operating across an average of 22 environments, creating complexity and driving demand for performance and security solutions.
The expanding threat landscape, especially at the application layer, has seen attacks increase by 140% year-over-year, making security a top priority.
AI inference and AI-powered applications are fueling both direct and indirect demand for performance tools and security, with organizations preparing for significant workload growth.
Digital sovereignty is increasingly important, especially in Europe and Asia-Pacific, leading to renewed data center investments and on-premise capacity expansion.
F5’s ability to support applications in any environment differentiates its offerings and drives portfolio expansion.
Revenue growth guidance for the year is 9%-10%, supported by strong pipeline health and emerging growth vectors, particularly in systems and AI-driven workloads.
The iSeries to rSeries migration is accelerating as customers prioritize timely refreshes for security updates, with a surge expected near the Q2 2027 end-of-support date and a long tail thereafter.
Refresh cycles now include capacity expansion, with customers moving to higher-performance units and planning for future workload growth.
Competitive takeouts are increasing due to sustained innovation, flexible pricing, and superior customer support.
Software revenue is expected to grow mid-single digits this year, double digits next year, and accelerate further in FY 2027, driven by expansion within the existing customer base and higher consumption rates.
SaaS business, particularly Distributed Cloud Services, is gaining traction, with 1,700+ customers and 33% adoption among top 1,000 customers, up from 24% a year ago.
Customers using multiple modalities (on-prem, SaaS, hybrid) grow 25% faster than others.
AI security is an emerging software growth area, with new capabilities and acquisitions enhancing the portfolio.
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Search for any keyword across all transcripts simultaneously.
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
The easiest way to stay updated during earnings season.
All events from public companies. Live and recorded.
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Explore our global coverage