Core Viewpoint - Rosen Law Firm is reminding investors who purchased F5, Inc. securities during the specified Class Period of the upcoming lead plaintiff deadline for a class action lawsuit [1][2]. Group 1: Class Action Details - The Class Period for the F5 securities is from October 28, 2024, to October 27, 2025, inclusive [1]. - Investors who purchased F5 securities during this period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [1]. - A class action lawsuit has already been filed, and interested parties must move the Court to serve as lead plaintiff by February 17, 2026 [2]. Group 2: Rosen Law Firm's Credentials - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions [3]. - The firm has achieved significant settlements, including the largest securities class action settlement against a Chinese company and has been ranked highly for its success in securities class action settlements [3]. - In 2019, the firm secured over $438 million for investors, showcasing its capability in recovering substantial amounts for its clients [3]. Group 3: Case Allegations - The lawsuit alleges that F5's management misrepresented the company's revenue outlook and growth potential while downplaying risks associated with seasonality and macroeconomic factors [4]. - It is claimed that F5 was experiencing a significant security incident that jeopardized both client security and the company's future prospects, contradicting the optimistic claims made by the company [4]. - The lawsuit asserts that when the true situation became known, investors suffered damages as a result of these misrepresentations [4].

Core Viewpoint - Rosen Law Firm is reminding investors who purchased F5, Inc. securities between October 28, 2024, and October 27, 2025, of the February 17, 2026, deadline to become lead plaintiffs in a class action lawsuit [1]. Group 1: Class Action Details - Investors who bought F5 securities during the specified class period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [1]. - A class action lawsuit has already been filed, and interested parties must move the Court by February 17, 2026, to serve as lead plaintiff [2]. - The lawsuit alleges that F5 misrepresented its revenue outlook and growth potential while downplaying risks associated with seasonality and macroeconomic factors [4]. Group 2: Rosen Law Firm's Credentials - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions [3]. - The firm has achieved significant settlements, including the largest securities class action settlement against a Chinese company and has been ranked highly for its performance in securities class action settlements [3]. - In 2019, the firm secured over $438 million for investors, showcasing its capability in recovering funds for clients [3].

Core Viewpoint - A securities class action lawsuit has been filed against F5, Inc. for failing to disclose material information during the class period, leading to significant investor losses [3]. Group 1: Lawsuit Details - Investors who purchased F5 securities between October 28, 2024, and October 27, 2025, have until February 17, 2026, to file lead plaintiff applications [1]. - The lawsuit is pending in the United States District Court for the Western District of Washington [1]. - The case is identified as Smith v. F5, Inc., et al., No. 25-cv-02619 [5]. Group 2: Company Performance - On October 27, 2025, F5 announced its fourth quarter fiscal year 2025 results, revealing below-market growth expectations for fiscal 2026, including reduced sales and renewals, elongated sales cycles, and increased expenses due to a security breach involving its highest revenue product, BIG-IP [4]. - Following this announcement, F5's share price dropped from $290.41 to $258.76, a decline of 10.9% within two days [5]. Group 3: Legal Representation - Kahn Swick & Foti, LLC, a prominent securities litigation law firm, is representing the investors in this case [5]. - The firm has been recognized among the top 10 firms nationally based on total settlement value [5].

Group 1 - Kuehn Law, PLLC is investigating potential breaches of fiduciary duties by certain officers and directors of F5, Inc. (NASDAQ: FFIV) [1] - A federal securities lawsuit alleges that F5 insiders misrepresented the company's cybersecurity capabilities while being aware of a security breach in its BIG-IP product development environment [2] - The misrepresentations included claims of best-in-class security offerings up until September 2025, despite knowledge of the breach discovered on August 9, 2025 [2] Group 2 - Shareholders who purchased FFIV shares prior to October 28, 2024, are encouraged to contact Kuehn Law for potential legal action, as there may be limited time to enforce their rights [3] - Kuehn Law covers all case costs and does not charge investor clients, emphasizing the importance of shareholder participation in maintaining market integrity [4]

Core Viewpoint - A class action lawsuit has been filed against F5, Inc. for allegedly providing misleading statements regarding its security capabilities, which led to significant financial losses for investors during the specified class period [2][8]. Group 1: Allegations - The lawsuit claims that F5 made overwhelmingly positive statements while concealing material adverse facts about its security capabilities, particularly regarding a significant security breach affecting key offerings [8]. - The breach was revealed to have a substantial impact on F5's ability to capitalize on the security market, leading to reduced sales and increased expenses for remediation efforts [8]. Group 2: Financial Impact - On October 27, 2025, F5 announced fourth quarter fiscal year 2025 results that fell significantly below market growth expectations for fiscal 2026, primarily due to the security breach [8]. - Following the announcement, F5's stock price dropped from $290.41 per share to $258.76 per share, marking a decline of 10.9% within two days [8]. Group 3: Legal Proceedings - Investors who purchased F5 securities between October 28, 2024, and October 27, 2025, are encouraged to apply to be appointed as lead plaintiff in the lawsuit by February 17, 2026 [2][4].

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against F5, Inc. due to allegations of violations of federal securities laws related to misleading statements about the company's security capabilities and a significant security breach impacting its operations [2][5]. Group 1: Legal Investigation and Claims - The law firm is encouraging investors who suffered losses in F5 between October 28, 2024, and October 27, 2025, to discuss their legal rights and options [1]. - A federal securities class action has been filed against F5, with a deadline of February 17, 2026, for investors to seek the role of lead plaintiff [2]. - The complaint alleges that F5 and its executives failed to disclose the true state of the company's security capabilities, particularly during a significant security breach [5]. Group 2: Financial Impact and Stock Performance - On October 27, 2025, F5 announced fourth-quarter fiscal year 2025 results that fell significantly below market growth expectations for fiscal 2026, largely due to the security breach [6]. - The company reported expected reductions in sales and renewals, elongated sales cycles, and increased expenses related to remediation efforts [6]. - Following the announcement, F5's stock price dropped from $290.41 per share on October 27, 2025, to $258.76 per share on October 29, 2025, marking a decline of 10.9% in just two days [7].

Core Viewpoint - The F5 class action lawsuit alleges that F5, Inc. and its executives misled investors regarding the company's revenue outlook and growth potential, while downplaying risks associated with a significant security incident that impacted the company's operations and stock price [4][5]. Company Overview - F5, Inc. is a global multi-cloud application security and delivery company that enables customers to deploy, secure, and operate applications both on-premises and via public cloud [3]. Allegations of the Lawsuit - The lawsuit claims that F5 created a false impression of having reliable information about its projected revenue and growth, while minimizing risks from seasonality and macroeconomic factors [4]. - It is alleged that F5 was experiencing a significant security incident that jeopardized client security and the company's future prospects [4]. - On October 15, 2025, F5 disclosed a security breach involving a nation-state threat actor, leading to a nearly 14% drop in stock price over two trading days [5]. - Following the breach, F5 reported fourth quarter fiscal year 2025 results that fell significantly below market growth expectations for fiscal 2026, resulting in an 11% decline in stock price over two trading days [6]. Legal Process - The Private Securities Litigation Reform Act of 1995 allows any investor who purchased F5 securities during the Class Period to seek appointment as lead plaintiff in the class action lawsuit [7]. Law Firm Background - Robbins Geller Rudman & Dowd LLP is a leading law firm specializing in securities fraud and shareholder litigation, having recovered over $2.5 billion for investors in 2024 alone [8].

Summary of 4Q25 CIO Survey Takeaways Industry Overview - **Industry**: Telecom & Networking Equipment - **Region**: North America Key Points Communications Spending Growth - The 4Q25 CIO survey indicates a year-over-year deceleration in Communications spending growth, with expectations for 2026 set at **2.2%**, down **87 basis points** from the **3Q25** survey and **27 basis points** below the **2025** expectations of **2.4%** [3][7][22] - Overall IT budgets are expected to grow at **3.4%** in 2026, a decline of **41 basis points** from **3.8%** in the 3Q25 survey [3][7] Budgetary Environment - The up-to-down ratio, which measures the ratio of CIOs expecting to revise their budgets higher versus lower, decreased to **0.5x** in 4Q25 from **0.8x** in 3Q25, indicating a more cautious outlook [3][18] - The survey results suggest a weakening overall budgetary environment, contrasting with positive checks on networking spending [3][7] Networking Equipment Priority - Networking equipment remains the **8th priority** for CIOs, consistent with the 3Q25 survey, and its defensibility improved to **8th** from **9th** in the previous survey [3][7][12] - Despite the deceleration in Communications growth, checks indicate a strong networking spending environment driven by data center and campus spending, with no signs of weakening enterprise customer sentiment [3][7] Growth Drivers for Specific Companies - Continued growth drivers for **Cisco Systems (CSCO)** and **F5 Networks (FFIV)** include product refreshes and share gain opportunities, which are expected to sustain spending for these companies [7][8] AI and Cloud Trends - **Artificial Intelligence (AI)** projects are a top priority, with **81%** of CIOs expecting to roll out their first AI project by 2026, up from **79%** in 3Q25 [14][30] - Long-term expectations for public cloud usage are rising, with CIOs anticipating **67%** of workloads to be in the public cloud by the end of 2028, compared to **47%** today [15][27] CIO Sentiment - The sentiment among CIOs reflects a cautious approach towards budget revisions and spending, with networking equipment remaining a stable priority despite overall spending deceleration [3][12][18] Additional Insights - The survey indicates that **16%** of CIOs expect AI/ML projects to have the largest spend increase, reflecting a growing focus on AI-related investments [14] - The prioritization of networking projects remains stable, with **4.0%** of CIOs expecting networking equipment to see the largest spend increase in 2026 [12][23] This summary encapsulates the key findings from the 4Q25 CIO survey, highlighting trends in communications spending, networking equipment priorities, and the impact of AI and cloud technologies on future budgets.

Core Viewpoint - A class action has been filed against F5, Inc. for allegedly misleading investors regarding the financial impact of a significant security breach that affected the company's operations and stock performance [1][2]. Group 1: Allegations and Security Breach - Robbins LLP is investigating allegations that F5, Inc. misled investors about its ability to secure client data amid a major security breach [2]. - The breach involved the compromise of F5's BIG-IP product development and engineering knowledge management platforms, including the source code [3]. Group 2: Stock Performance Impact - Following the announcement of the security breach on October 15, 2025, F5's stock price fell from $343.17 per share to $295.35 per share, a decline of approximately 13.9% within two days [3]. - On October 27, 2025, F5 reported fourth quarter fiscal year 2025 results that fell significantly below market growth expectations for fiscal 2026, attributing this to the security breach [4]. - After the fiscal results announcement, F5's stock price dropped from $290.41 per share to $258.76 per share, representing an additional decline of 10.9% in two days [4].

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against F5, Inc. due to allegations of federal securities law violations related to misleading statements about the company's security capabilities and a significant security breach impacting its operations [4][6]. Group 1: Legal Investigation and Class Action - The firm is reminding investors of the February 17, 2026 deadline to seek the role of lead plaintiff in a federal securities class action against F5 [4]. - The complaint alleges that F5 and its executives failed to disclose the true state of the company's security capabilities, particularly regarding a significant security breach affecting key offerings [6]. Group 2: Financial Impact and Stock Performance - On October 27, 2025, F5 announced fourth quarter fiscal year 2025 results that fell significantly below market growth expectations for fiscal 2026, largely due to the security breach [7]. - Following the announcement, F5's stock price dropped from $290.41 per share on October 27, 2025, to $258.76 per share on October 29, 2025, marking a decline of 10.9% in just two days [8].