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2026-07-23 15:18 2d ago
2026-07-23 10:51 2d ago
F5 očekává tržby 820 až 840 mil. USD
FFIV F5 Networks
FMP Stock News 78
Original source text
Key Takeaways FFIV expects Q3 revenues of $820-$840M, with consensus at $832M and projected 6.63% year-over-year growth.F5 is seeing demand for hybrid multicloud, AI infrastructure and unified app delivery and security platforms.FFIV expects software and systems growth as BIG-IP, AI offerings and refresh cycles support demand. F5 Inc. (FFIV - Free Report) is scheduled to report third-quarter fiscal 2026 results on July 27, 2026, after market close.

For the third quarter of fiscal 2026, F5 projects non-GAAP earnings per share (EPS) in the range of $3.91 to $4.03. The Zacks Consensus Estimate for the same is pegged at $3.98, suggesting a year-over-year decrease of 4.33%. The figure has remained unchanged for the past 60 days.

FFIV’s earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average earnings surprise of 16.18%.

FFIV projects its third-quarter fiscal 2026 non-GAAP revenues between $820 million and $840 million. The Zacks Consensus Estimate for the same is pegged at $832 million, suggesting a year-over-year increase of 6.63%.

Factors Likely to Influence FFIV’s Q3 ResultsF5 is benefiting from robust demand for hybrid multicloud solutions as enterprises are ramping up their infrastructure modernization to improve resiliency, comply with digital sovereignty regulations and prepare for AI-driven workloads. Hybrid multicloud has become the standard enterprise architecture, with FFIV noting that more than 90% of enterprises now operate across hybrid environments. This trend is expected to have converted into strong product demand, particularly across systems and software in the to-be-reported quarter.

The ongoing AI infrastructure build-out is emerging as another major catalyst. Enterprises increasingly require high-performance traffic management, AI data delivery, runtime security and AI factory load balancing as AI inference moves into production. F5 has secured several AI-related customer wins, including deployments supporting AI data delivery, AI runtime security and GPU-based AI infrastructure and is likely to have gained more of such deals in the to-be-reported quarter.

Since AI is driving greater demand for compute, secure data movement and application delivery, F5's application delivery and security platform is positioning it at the center of enterprise AI infrastructure. Demand for unified application delivery and security platforms remained another important growth driver as customers are consolidating multiple point products into integrated platforms that simplify operations while strengthening performance and security across on-premises, cloud and edge environments. These factors are likely to have driven F5’s top line in the to-be-reported quarter.

F5 also introduced several AI-enabled security innovations in the past quarters, including AI-powered Distributed Cloud WAF capabilities and Agentic Bot Defense, further strengthening its application security portfolio for AI-powered applications. These products are expected to have gained traction in the to-be-reported quarter. The ongoing systems refresh cycle provided another meaningful tailwind. Our estimate for Systems revenues is pegged at $212.7 million.

F5 is benefiting from strong software momentum as well. Accelerating adoption of BIG-IP subscriptions, Distributed Cloud Services and AI-related software offerings are expected to have supported software revenue growth and benefited F5 in the to-be-reported quarter. BIG-IP has been continuously winning large enterprise deployments owing to its traffic management capabilities, automation features and lower total cost of ownership. Our estimate for Software revenues is pegged at $219.1 million.

Although F5 experienced a cybersecurity incident earlier this year, management indicated that the company responded rapidly by identifying, containing and remediating the issue. The investigation concluded that only limited non-sensitive data might have been exposed, with customers reporting minimal operational impact and no compromise of production environments. The swift response helped preserve customer confidence while allowing the company to maintain business momentum throughout the quarter.

What Our Model Says for F5 StockOur proven model does not conclusively predict an earnings beat for F5 this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here.

Though F5 currently carries a Zacks Rank #3, it has an Earnings ESP of -0.83%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. You can see the complete list of today’s Zacks #1 Rank stocks here.

Stocks to ConsiderHere are some stocks worth considering, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle.

Amphenol (APH - Free Report) has an Earnings ESP of +1.12% and sports a Zacks Rank #1 at present.

Amphenol shares have gained 16.8% year to date. Amphenol is scheduled to report its second-quarter 2026 results on July 29.

ASE Technology (ASX - Free Report) has an Earnings ESP of +21.21% and a Zacks Rank #2.

ASE Technology shares have surged 148.5% year to date. ASE Technology is set to report its second-quarter 2026 results on July 30.

Fortive (FTV - Free Report) has an Earnings ESP of +2.82% and a Zacks Rank #2 at present.

Fortive shares have gained 9.9% in the year-to-date period. Fortive is set to report second-quarter 2026 results on July 29.
2026-07-16 05:32 10d ago
2026-07-15 09:00 10d ago
F5 přidává správu flotily a auditní stopu
FFIV F5 Networks
FMP Stock News 78
Original source text
-

New F5 Insight workflows help enterprises update BIG-IP fleets faster, more safely, and with greater accountability as AI accelerates vulnerability response timelines

SEATTLE--(BUSINESS WIRE)--F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today announced new fleet management capabilities for F5 Insight for ADSP that help enterprises reduce risk exposure across F5 BIG-IP environments as frontier AI compresses vulnerability response timelines. The new F5 Insight workflows give security and operations teams fleet-wide visibility, guided update management, enterprise authentication, role-based access controls, and a tamper-evident AI audit trail. This enables customers to move from identifying risk to taking accountable action across large, distributed application delivery and security fleets.

The new capabilities build on F5’s move to monthly hardened software releases and reflect a broader shift in how F5 helps customers respond to AI-accelerated threats. As vulnerability response timelines shrink, enterprises need more than faster fixes. They need the operational control to understand what is exposed, prioritize updates, execute changes safely, and maintain a clear record of action across complex environments.

“Frontier AI has fundamentally altered both sides of cybersecurity,” said Kunal Anand, Chief Product Officer at F5. “It gives defenders powerful new ways to harden software, and it gives attackers faster ways to find and exploit vulnerabilities. F5 is meeting that shift end-to-end. We are changing how we build, harden, and deliver software, and we are giving customers the operational control to move at the same speed. F5 Insight helps teams see what needs attention, update critical infrastructure safely at scale, and prove what changed, when, and by whom. That is what resilience looks like in the frontier AI era.”

Fleet management: From shipped fix to reduced risk

F5 Insight for ADSP v1.2 introduces fleet management workflows for BIG-IP devices, streamlining and simplifying the software update and patching process. Operations teams can see the software version, update readiness, and security posture of every device in their estate, then stage and execute updates across standalone deployments, HA pairs, and fleet segments with guided workflows designed to minimize downtime risk. Key capabilities include:

Fleet-wide software lifecycle visibility: A single view of which devices are current, which are exposed, and which require action across the entire estate.Guided update workflows: Standardized processes to stage, validate, and execute TMOS updates.Pre-execution readiness checks: Validation aligned to fleet and HA architectures so teams can move fast without destabilizing production.Update status tracking: Fleet-wide visibility into update progress during maintenance windows, keeping teams and leadership aligned.With this solution, patching is no longer a scheduled maintenance activity. It is a security capability. F5 enables organizations to move from “fix available” to “risk reduced in production” faster, delivering a meaningful defensive advantage.

Governance controls for AI-assisted operations

As AI becomes part of day-to-day operations, organizations need to document what happens: what the AI accessed, what it recommended, who approved the action, and what the outcome was. F5 Insight now offers governance-grade controls for AI-assisted operations designed to support auditability and defensibility, including:

Enterprise authentication: Integration with existing identity providers through LDAP and SAML SSO eliminates separate credential stores and simplifies adoption across teams.Role-based access controls: Least-privilege access ensures the right people see the right data and can take the right actions without over-provisioning visibility or operational authority.Tamper-evident AI audit trail: Every interaction with the AI assistant is captured in a tamper-evident record with controlled access and 30-day retention.These controls are essential for organizations in regulated industries or under compliance mandates where accountability for every operational action, whether taken by a person or an AI, must be documented.

Operational intelligence that connects visibility to action

F5 Insight continues to deliver unified observability and AI-driven intelligence, now strengthened by fleet management context. Through MCP integration and support for popular large language models, operations teams can query their fleet data in natural language, surface which applications and policies are exposed by a given vulnerability, and receive prioritized action plans built from F5 domain expertise. Pre-configured queries from F5 experts are available alongside the ability to ask custom questions, giving teams operational guidance tailored to their environment.

F5 Insight for ADSP is available as self-managed software, with a SaaS model forthcoming. Fleet management capabilities are available now for BIG-IP environments.

Supporting resources

Blog: Announcing new fleet management capabilities within F5 Insight for ADSPBlog: A faster release cadence: What’s changing at F5, and what you need to doBlog: The operational reality of AI-era security and how we’re helping you meet itWebinar: How F5 Insight for ADSP updates transform BIG-IP operationsProduct trial: F5 Insight for ADSPAbout F5

F5, Inc. (NASDAQ: FFIV) is the global leader that delivers and secures every app. Backed by three decades of expertise, F5 has built the industry’s premier platform—F5 Application Delivery and Security Platform (ADSP)—to deliver and secure every app, every API, anywhere: on-premises, in the cloud, at the edge, and across hybrid, multicloud environments. F5 is committed to innovating and partnering with the world’s largest and most advanced organizations to deliver fast, available, and secure digital experiences. Together, we help each other thrive and bring a better digital world to life.

For more information visit f5.com
Explore F5 Labs threat research at f5.com/labs
Follow to learn more about F5, our partners, and technologies: Blog | LinkedIn | X | YouTube | Instagram | Facebook

F5 and BIG-IP are trademarks, service marks, or tradenames of F5, Inc. or its affiliates in the U.S. and other countries. All other product and company names herein may be trademarks of their respective owners.

Source: F5, Inc.

More News From F5, Inc.

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2026-06-26 18:11 29d ago
2026-06-26 13:45 29d ago
F5 kupuje SurePath AI a posiluje zabezpečení AI
FFIV F5 Networks
FMP Stock News 92
Original source text
by Todd Bishop on Jun 26, 2026 at 10:45 amJune 26, 2026 at 11:05 am

François Locoh-Donou, F5’s chairman, president and CEO, at the company’s headquarters this week. (GeekWire Photo / Todd Bishop) F5’s acquisition this week of SurePath AI, a startup that detects artificial intelligence on corporate networks, is part of a broader effort by the Seattle company to cement itself in the booming market for securing AI for businesses.

“The more an enterprise adopts AI, the less visibility it has into what AI is operating in the organization,” said François Locoh-Donou, F5’s chairman, president and CEO, in an interview for this weekend’s GeekWire Podcast, conducted Thursday at the company’s downtown Seattle headquarters.

Denver-based SurePath, founded in 2023 and led by co-founder Casey Bleeker as CEO, had about 19 employees and had raised roughly $6 million in venture funding, according to PitchBook. Financial terms of F5’s acquisition weren’t disclosed.

SurePath monitors a company’s network to identify which AI tools and agents employees are using, including ones the company doesn’t know about, and tracks what they do.

F5 is incorporating SurePath into its broader AI security platform, announced this week, designed to discover the AI models and agents running inside a company, test them for vulnerabilities, and apply guardrails to keep them in check.

Locoh-Donou said customers have been forced to cobble that together from separate products. “Having four, five, six different tools to discover, test and secure your AI is a nightmare,” he said.

Kunal Anand, F5’s chief product officer, compared the problem to an earlier era, when employees adopted cloud software faster than their IT departments could track it. The big difference is that the AI version is moving faster and carries higher stakes.

“Shadow AI is shadow SaaS with a faster clock and a larger blast radius,” he wrote in a blog post.

F5, founded in Seattle in 1996, makes technology for securing and deploying applications across multiple platforms. The publicly traded company reported $3.1 billion in revenue in its most recent fiscal year and marked its 30th anniversary in May.

The SurePath deal is the latest in a string of acquisitions for the company, including its purchase last fall of CalypsoAI, now offered as F5 AI Red Team and F5 AI Guardrails.

Locoh-Donou said the company weighs three things in each acquisition: whether it can build the technology itself fast enough, whether the deal genuinely serves customers, and, above all, whether the team will fit F5’s culture.

“We have encountered companies in the industry that had great technology and brilliant people, but it was very clear to us that they would never be a great fit,” he said. “And so we walked away.”

Locoh-Donou discussed the acquisition, F5’s evolution, the rise of AI, the World Cup in Seattle and other topics in the GeekWire Podcast conversation. Look for the episode this weekend, and subscribe to GeekWire in Apple Podcasts, Spotify, or wherever you listen.
2026-06-24 15:32 1mo ago
2026-06-22 10:00 1mo ago
F5 uvádí platformu pro zabezpečení firemní AI
FFIV F5 Networks
FMP Stock News 78
Original source text
F5 Launches AI Security Platform to Put Security Leaders in Control of Enterprise AI Risk F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today introduced the F5 AI Security Platform to give CISOs continuous visibility, governance, and protection across enterprise AI applications, models, agents, and the APIs connecting them. F5 also announced the acquisition of SurePath AI, a pioneer in network-based AI discovery, intent classification, and shadow AI detection, as a key component in the launch of the new F5 AI Security Platform to safeguard enterprise AI deployments.

Through a continuous, adaptive loop approach to governing, discovering, testing, and protecting enterprise AI workloads, the new platform is designed to extend F5’s Application Delivery and Security Platform (ADSP) strategy to enterprise AI. As a global cybersecurity leader, F5 recognized the AI deployment realities of large enterprises, building the F5 AI Security Platform to support on-premises, air-gapped, private cloud, hybrid, and public cloud environments. This is intended to give organizations greater control over AI security where data residency, sovereignty, and operational requirements are non-negotiable.

AI systems now operate with more access, autonomy, and speed than even the most over-privileged human users, creating new risks for security teams and business leaders. A prompt injection, data leak, or agent acting beyond its authorized scope can expose sensitive information, disrupt operations, and erode customer trust.

At the same time, employees are adopting unauthorized tools and unsanctioned integrations, creating shadow AI footprints that most security teams cannot see, let alone govern. According to F5’s 2026 State of Application Strategy (SOAS) Report, 88% of organizations report at least one AI-related operational or security challenge.

“Most AI security today is a wrapper around a chatbot. That is not security,” said Kunal Anand, Chief Product Officer, F5. “Enterprises run AI inside regulated networks, behind APIs, and across agents that authenticate and act on their own. The F5 AI Security Platform gives CISOs and security leaders what they have been missing: continuous control over every model, agent, and API, wherever the AI runs, delivered on the same F5 platform that has secured and delivered enterprise applications for three decades.”

SurePath AI: Closing the AI visibility gap

The addition of SurePath AI powers the F5 AI Security Platform’s approach to network-based AI discovery, identifying AI usage across the enterprise, including shadow AI, without requiring direct application integrations. With frictionless deployment through network redirects and out-of-band analysis, SurePath AI gives security teams a unified visibility layer that detects unauthorized AI activity, classifies the intent behind each workflow, and continuously traces agent tool calls and MCP server connections. This visibility feeds directly into the F5 AI Security Platform, informing the risks to be tested by F5 AI Red Team and mitigated by F5 AI Guardrails.

Delivering a continuous cycle of protection

The F5 AI Security Platform addresses AI risk through four integrated pillars and an overarching observability layer that creates a persistent security lifecycle rather than a one-time compliance exercise. Features include:

AI governance: Translate specific risk tolerances, privacy requirements, and regulatory obligations into enforceable boundaries for AI prompts, outputs, tool use, and data access.

AI discovery: Gain continuous visibility into every AI application, agent, and MCP tool call running across the enterprise, whether sanctioned or not. The platform classifies activity by use case and intent, so teams know not just what is running but why. SurePath AI’s network-based discovery does this passively, with no application-level integration required.

AI security testing: Stress-test AI systems against more than 140,000 attack patterns from the deepest AI threat database in the industry before those systems reach production, converting findings directly into enforceable defenses.

AI runtime protection: Define guardrails in plain language and deploy them at the point of interaction, where the platform has demonstrated up to 98.2% security efficacy in independent testing, blocking prompt injection, excessive agent autonomy, and data leakage.

AI observability: Provide a complete audit trail across every AI interaction on the platform, maintaining the accountability and traceability that regulated industries require.

The flexibility to deploy anywhere without compromise

With this new solution, F5 uniquely combines AI security capabilities with flexible deployment options, enabling enterprises to operate across on-premises, air-gapped, private cloud, hybrid, and public cloud deployments. This is especially valuable to CISOs in highly regulated industries with exacting data residency and sovereignty requirements. SurePath AI’s lightweight network-based deployment model reinforces this flexibility, requiring no changes to existing application architectures.

Heightened visibility is increasingly critical as AI agents proliferate. F5’s 2026 SOAS Report states 98% of organizations are preparing for agentic AI, but the speed of agent adoption is outpacing the controls designed to manage it. When agents can authenticate, call tools, access data, and take actions autonomously, the blast radius of a single misconfiguration or exploit grows exponentially.

Supporting resources

F5 AI Security Platform – Details

The F5 AI Security Platform: Eliminating the guesswork from AI security – F5 blog

AI Summit: Accelerate AI adoption – F5 virtual event

About F5

F5, Inc. (NASDAQ: FFIV) is the global leader that delivers and secures every app. Backed by three decades of expertise, F5 has built the industry’s premier platform—F5 Application Delivery and Security Platform (ADSP)—to deliver and secure every app, every API, anywhere: on-premises, in the cloud, at the edge, and across hybrid, multicloud environments. F5 is committed to innovating and partnering with the world’s largest and most advanced organizations to deliver fast, available, and secure digital experiences. Together, we help each other thrive and bring a better digital world to life.

For more information visit [url="]f5.com [/url]
Explore F5 Labs threat research at [url="]f5.com/labs [/url]
Follow to learn more about F5, our partners, and technologies:

Blog | LinkedIn | X | YouTube | Instagram | Facebook

F5 and SurePath AI are trademarks, service marks, or tradenames of F5, Inc. or its affiliates in the U.S. and other countries. All other product and company names herein may be trademarks of their respective owners.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260622960969/en/

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