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Core Viewpoint - F5 Inc reported better-than-expected first-quarter financial results, with revenue of $766.49 million and EPS of $3.84, leading to a positive outlook for the second quarter with guidance of $705 million to $725 million in revenue and EPS of $3.02 to $3.14 [1][2][4] Financial Performance - First-quarter revenue increased by 10.6% year-on-year from $692.6 million, surpassing the analyst consensus estimate of $715.41 million [1] - EPS of $3.84 exceeded the consensus estimate of $3.36 [1] - Analysts have raised their price targets for F5 stock following the strong performance, with Piper Sandler increasing it from $246 to $304 and Needham from $285 to $360 [8] Analyst Insights - Analysts noted that the strong results were driven by better IT budgets, data center refreshes, vendor consolidation, and AI-related demand [2][4] - The company is experiencing a shift towards software revenue, which grew by 22%, while hardware revenue also saw significant growth, accounting for nearly two-thirds of the product upside [7][5] - The guidance for fiscal 2025 revenue and software revenue has been raised to 6.5% and 10%+ year-on-year, respectively, indicating improved expectations [9] Market Dynamics - F5 is benefiting from a more stable IT spending environment and robust software renewals, with a record number of ADC displacement deals reported in the first quarter [4][6] - The company is seeing increased demand for solutions that manage the complexity of multi-cloud environments and AI, which is expected to drive future growth [11][12] Stock Performance - Following the earnings report, F5 stock rose by 10.8%, reaching $299.00 [13]

F5, Inc. (FFIV) delivered outstanding first-quarter fiscal 2025 results with non-GAAP earnings of $3.84 per share.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.F5’s first-quarter fiscal 2025 earnings surpassed the Zacks Consensus Estimate by 14% and came ahead of management’s guidance of $3.29-$3.41 (midpoint of $3.35). The bottom line grew 12% annually, illustrating the combined effects of strong top-line growth, disciplined operating expense management and improved gross margin.FF ...

Key TakeawaysF5 beat profit and sales estimates and boosted its outlook as the cloud-services provider benefited from increased demand.CEO François Locoh-Donou pointed to the firm's "alignment with significant secular trends" and more stable spending on IT for the gains.The news sent shares to an all-time high. Shares of F5 (FFIV) traded at an all-time high Wednesday, a day after the cloud-solutions provider posted record results and strong guidance on increasing market demand. The company reported fiscal 2 ...

The F5, Inc. logo appears on the screen of a smartphone in Reno, United States, on December 1, 2024. ... [+] (Photo by Jaque Silva/NurPhoto via Getty Images)NurPhoto via Getty ImagesF5 stock (NASDAQ: FFIV) is trending higher on Wednesday, January 29, after the company posted upbeat Q1 fiscal 2025 results (fiscal ends in September) and an upward revision in its guidance for 2025. It posted revenue of $766 million and adjusted earnings of $3.84 per share, well above the consensus estimate of $715 million and ...

Michael Wiggins De Oliveira is an inflection investor. This means buying into cheap companies at the moment when their narrative is changing and the business is on a path toward becoming significantly more profitable over the next year.With a focus on tech and “the Great Energy Transition (including uranium)”, Michael runs a concentrated portfolio with approximately 15 to 20 stocks and an average holding period of 18 months. Through his 10+ years analyzing countless companies, Michael has accumulated outsta ...

Financial Data and Key Metrics Changes - F5 reported total revenue growth of 11% to $766 million, with product revenue growing by 20% [9][34] - Non-GAAP EPS for Q1 was $3.84, exceeding guidance by $0.43 [9][41] - Recurring revenue accounted for 72% of total revenue, reflecting a 10% year-over-year growth [39] Business Line Data and Key Metrics Changes - Software revenue grew 22% year-over-year to $209 million, with subscription-based software revenue increasing by 30% [35] - Systems revenue totaled $160 million, up 18% year-over-year, driven by technology refresh momentum [36][38] - Global services revenue grew 3% to $398 million [34] Market Data and Key Metrics Changes - Revenue from the Americas grew 15% year-over-year, representing 56% of total revenue [40] - EMEA and APAC regions both grew by 6%, accounting for 27% and 17% of revenue, respectively [40] Company Strategy and Development Direction - F5 is focusing on hybrid multi-cloud architectures and addressing complexities in IT environments [12][50] - The company aims to leverage AI opportunities, particularly in data delivery and security for AI workloads [22][52] - F5's strategy includes consolidating multiple security solutions onto a single platform to enhance customer value [15][19] Management's Comments on Operating Environment and Future Outlook - Management noted a stable IT spending environment and increasing demand for software as customers resume modernization projects [10][11] - The company raised its FY '25 revenue growth expectations to 6% to 7%, up from 4% to 5% [11][47] - Management expressed confidence in sustaining hardware growth due to strong refresh activity and competitive displacements [58] Other Important Information - F5 achieved a record number of competitive displacements in Q1, indicating strong market positioning [20] - The company repurchased $125 million worth of shares, representing 64% of free cash flow [43] Q&A Session Summary Question: Insights on AI business and customer segments - Management highlighted three categories of AI opportunities, primarily focusing on data delivery for AI model training and inference, with a majority of deals coming from large enterprises [62][63] Question: Sustainability of hardware systems business - Management expects strong hardware growth driven by refresh activity and competitive displacements, with no significant supply constraints [58][60] Question: Size of distributed cloud business - The total ARR for SaaS and managed services was around $180 million, with over 1,000 customers on distributed cloud, indicating rapid growth [75][78] Question: Seasonal trends and guidance for the year - Management noted that while Q1 was strong, they are cautious about assuming similar expansion rates in the second half of the year [72][132] Question: Perpetual revenue and federal business performance - Perpetual software revenue showed strong seasonal performance, particularly in the service provider vertical, while federal business remained solid with a healthy pipeline [101][105]

Tuesday, January 28, 2025Markets ebbed back into positive territory in Tuesday’s session, closing up +136 points on the Dow, +0.31%. The S&P 500 and the Nasdaq closed at or near session highs today, +0.92% and +2.03%, respectively; these indexes bore nearly all the sell-off burden yesterday. The small-cap Russell 2000 gained +0.42% on the day. Case-Shiller Home Prices Improve in NovemberThe home price index report from Case-Shiller has long been considered the most accurate of monthly housing data. That sai ...

F5 Networks (FFIV) came out with quarterly earnings of $3.84 per share, beating the Zacks Consensus Estimate of $3.37 per share. This compares to earnings of $3.43 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 13.95%. A quarter ago, it was expected that this computer networking company would post earnings of $3.45 per share when it actually produced earnings of $3.67, delivering a surprise of 6.38%.Over the last four quarter ...

Q1FY25 Results PERIOD ENDING December 31, 2024 Published January 28, 2025 Forward-looking statements This presentation contains forward-looking statements including, among other things, F5's alignment with significant secular trends, that opportunities are emerging in hybrid multicloud and AI, F5's innovation in anticipation of widespread hybrid multicloud adoption means we can simplify the crushing complexity of these environments in ways competitors cannot and is leading to new revenue potential, F5's uni ...