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 and financial performance [2][4]. Group 1: Legal Investigation and Class Action - The 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 lead plaintiff is defined as the investor with the largest financial interest in the relief sought by the class, who will oversee the litigation on behalf of the class members [7]. Group 2: Allegations Against F5 - The complaint alleges that F5 and its executives made false and misleading statements regarding the company's security capabilities, failing to disclose a significant security breach affecting key offerings [4]. - The breach is said to have impacted F5's ability to capitalize on the security market, raising concerns about the company's overall security measures [4]. Group 3: Financial Impact - On October 27, 2025, F5 reported fourth-quarter fiscal year 2025 results that fell significantly below market growth expectations, attributing this to the security breach [5]. - Following the announcement, F5's stock price dropped from $290.41 per share to $258.76 per share, a decline of 10.9% within two days [6].

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, indicating potential compensation for affected investors [1]. Group 1: Class Action Details - The class period for the F5 securities lawsuit is from October 28, 2024, to October 27, 2025, and the lead plaintiff deadline is February 17, 2026 [1]. - Investors can join the class action without any out-of-pocket fees through a contingency fee arrangement [1]. - A class action lawsuit has already been filed, and interested parties must act by the specified deadline to serve as lead plaintiff [2]. Group 2: Law Firm Credentials - Rosen Law Firm specializes in securities class actions and has a strong track record, including the largest securities class action settlement against a Chinese company [3]. - The firm has been ranked highly for its number of securities class action settlements, recovering hundreds of millions of dollars for investors, including over $438 million in 2019 alone [3]. - Founding partner Laurence Rosen has received recognition as a leading figure in the plaintiffs' bar, and many attorneys at the firm have been acknowledged by legal publications [3]. Group 3: Case Allegations - The lawsuit alleges that F5's management misled investors regarding 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].

Core Viewpoint - F5, Inc. is facing a securities fraud lawsuit, with a lead plaintiff deadline set for February 17, 2026, for investors who purchased securities during the class period from October 28, 2024, to October 27, 2025 [1] Company Overview - F5, Inc. is alleged to have misrepresented its revenue outlook and growth potential during the class period, creating a false impression of stability and minimizing risks associated with seasonality and macroeconomic factors [1] - The lawsuit claims that F5's optimistic statements about its security capabilities were misleading, as the company was experiencing a significant security incident that jeopardized its clients' security and future prospects [1] Legal Context - The Rosen Law Firm is leading the class action, emphasizing its experience and success in securities class actions, having recovered hundreds of millions for investors, including over $438 million in 2019 [1] - Investors who purchased F5 securities during the specified class period may be entitled to compensation without upfront costs, through a contingency fee arrangement [1]

Core Viewpoint - A class action lawsuit has been filed against F5, Inc. for allegedly providing misleading statements regarding its security capabilities while concealing a significant security breach that impacted its business performance [6]. Group 1: Allegations and Impact - The lawsuit claims that F5 made overwhelmingly positive statements to investors while failing to disclose material adverse facts about its security capabilities, particularly regarding a significant security breach affecting key offerings [6]. - The security breach was revealed to have a substantial impact on F5's ability to capitalize on the security market, leading to significantly below-market growth expectations for fiscal 2026 [6]. - Following the announcement of the breach and its implications, F5's stock price dropped from $290.41 per share on October 27, 2025, to $258.76 per share on October 28, 2025, marking a decline of 10.9% in just two days [6]. Group 2: 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 [6]. - The law firm Bragar Eagel & Squire, P.C. is representing the investors in this class action lawsuit, which has been filed in the United States District Court for the Western District of Washington [6].

Core Insights - The performance of F5 Networks' international operations is crucial for assessing its financial resilience and growth prospects [1][2] Group 1: International Revenue Performance - F5 Networks reported total revenue of $822.47 million for the quarter, reflecting a 7.3% increase year-over-year [4] - Revenue from the Asia Pacific region was $128.97 million, accounting for 15.7% of total revenue, which was a surprise decrease of -1.64% compared to analyst expectations [5] - The Europe, Middle East, and Africa region contributed $253.71 million, representing 30.9% of total revenue, with a positive surprise of +25.26% over analyst forecasts [7] - The "Other" category generated $26.59 million, making up 3.2% of total revenue, exceeding expectations by +17.2% [6] Group 2: Future Revenue Forecasts - Analysts project total revenue for the current fiscal quarter to reach $781.41 million, a 6.9% increase from the same quarter last year [8] - For the entire year, total revenue is forecasted at $3.24 billion, indicating a 5% improvement from the previous year [9] - Expected contributions from various regions for the year include Asia Pacific at 16.9% ($547.84 million), Other at 2.9% ($93.37 million), and Europe, Middle East, and Africa at 25.7% ($832.76 million) [9] Group 3: Market Dynamics and Stock Performance - The reliance on international markets presents both opportunities and challenges for F5 Networks, necessitating close monitoring of international revenue trends [10] - The company's stock has gained 0.7% over the past month, contrasting with a 1.5% decrease in the S&P 500 composite [14] - Over the past three months, F5's shares increased by 13.5%, while the S&P 500 saw a modest increase of 0.3% [14]

Core Viewpoint - Hagens Berman is notifying investors about a pending securities class action against F5, Inc. due to allegations of misleading the market regarding the security of its BIG-IP products, which resulted in significant financial losses for investors [1][2]. Group 1: Allegations and Impact - The lawsuit claims that F5 executives misled the market about the security of its core products, particularly after a sophisticated nation-state threat actor allegedly gained long-term access to F5's systems and exfiltrated sensitive source code [2][8]. - Following the revelation of the security breach in October 2025, F5's market value plummeted by over $2 billion, with stock prices declining nearly 14% over two trading days [2][8]. - F5's disappointing Q4 FY25 results, released on October 27, 2025, indicated a significant reduction in expected sales and renewals, leading to a further drop in stock price by $22.83 (-7%) the next day [8]. Group 2: Legal Proceedings and Deadlines - The lead plaintiff deadline for the class action is set for February 17, 2026, with the class period defined as October 28, 2024, to October 27, 2025 [5][7]. - The core allegation centers around the undisclosed breach of BIG-IP source code, which is critical to F5's revenue generation [5][8]. Group 3: Company Performance and Future Outlook - The lawsuit highlights that F5's claims of having a best-in-industry security platform were misleading, as the company was facing a significant security incident that jeopardized both client security and F5's future prospects [8]. - The ongoing remediation efforts and the impact of the security breach have led to elongated sales cycles and increased expenses, further complicating F5's financial outlook for fiscal 2026 [8].

Core Viewpoint - The complaint against F5 alleges violations of federal securities laws due to false or misleading statements regarding its security capabilities, particularly in light of a significant security breach affecting its key offerings [2] Group 1: Allegations and Legal Proceedings - The complaint claims that F5 and its executives failed to disclose the true state of the company's security capabilities, which were compromised by a significant security breach [2] - The breach is said to have a substantial impact on F5's ability to capitalize on the security market [2] - A court-appointed lead plaintiff has been designated, representing the largest financial interest in the relief sought by the class [3] Group 2: Call for Information - The law firm Faruqi & Faruqi encourages individuals with information regarding F5's conduct to come forward, including whistleblowers and former employees [4]

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]. 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: Law Firm Credentials - Rosen Law Firm specializes in securities class actions and has a strong track record, including the largest securities class action settlement against a Chinese company [3]. - The firm has been ranked No. 1 for the number of securities class action settlements in 2017 and has consistently ranked in the top 4 since 2013, recovering hundreds of millions for investors [3]. - In 2019, the firm secured over $438 million for investors, and its founding partner was recognized as a Titan of Plaintiffs' Bar by Law360 in 2020 [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's optimistic statements about its security capabilities were misleading, as the company was facing a significant security incident that jeopardized its clients' security and future prospects [4]. - The lawsuit asserts that when the true information became public, investors suffered damages [4].

Core Viewpoint - A class action lawsuit has been filed against F5, Inc. for allegedly making misleading statements regarding its cybersecurity posture and failing to disclose a known security breach that impacted its core product [3][4][6]. Group 1: Allegations of Misrepresentation - The lawsuit claims that F5's SEC filings during the class period contained materially misleading statements about the company's cybersecurity risks [3]. - Specific allegations include that risk disclosures did not accurately reflect the actual cybersecurity incident and that management discussions provided an incomplete picture of business challenges [8]. - Forward-looking statements reportedly omitted known impediments to growth, and internal control disclosures did not reflect the security compromise [8]. Group 2: Knowledge and Motivation of Defendants - The complaint alleges that individual defendants had actual knowledge of the security breach and its potential business impact, fulfilling the scienter requirement under the Private Securities Litigation Reform Act (PSLRA) [4]. - Plaintiffs assert that the defendants were motivated to conceal the breach to protect the company's stock price and their own compensation linked to company performance [6]. Group 3: Legal Context and Next Steps - The PSLRA provides protections for investors harmed by alleged securities violations, and the regulatory framework surrounding SEC filings supports inferences about executives' knowledge when signing these documents [6]. - Motions for lead plaintiff must be filed with the court by February 17, 2026 [7].

Financial Performance - Total revenues for the three months ended December 31, 2025, were $822.465 million, an increase from $766.489 million in 2024[86]. - Basic net income per share increased to $3.12 for the three months ended December 31, 2025, compared to $2.85 for the same period in 2024[82]. - Systems revenue rose to $218.356 million in the three months ended December 31, 2025, compared to $159.708 million in 2024, while software revenue decreased to $191.927 million from $208.789 million[86]. - The Americas region generated $439.788 million in revenue for the three months ended December 31, 2025, up from $431.973 million in 2024[86]. Revenue Recognition and Deferred Revenue - As of December 31, 2025, the total non-cancelable remaining performance obligations under the Company's contracts with customers was $2.1 billion, with an expectation to recognize revenues on 60.8% of these obligations over the next 12 months[34]. - The balance of deferred revenue increased to $2.1 billion as of December 31, 2025, up from $1.8 billion at the beginning of the period, reflecting an addition of $493.8 million during the quarter[33]. Acquisitions and Goodwill - The acquisition of CalypsoAI Corp. was completed for $145.2 million in cash, enhancing the Company's capabilities in enterprise AI security[43]. - The goodwill related to the CalypsoAI acquisition was primarily due to expected synergies and was not deductible for tax purposes[44]. - The Company completed three additional acquisitions during fiscal 2025, resulting in $17.4 million of goodwill, although these acquisitions did not materially impact operating results[47]. Cash and Investments - Cash and cash equivalents decreased to $1.2 billion as of December 31, 2025, from $1.3 billion at the end of September 2025[48]. - The Company recognized interest income of $8.9 million for the three months ended December 31, 2025, compared to $10.3 million for the same period in 2024[39]. Inventory and Assets - Finished goods inventory increased to $35,302,000 from $26,933,000, while raw materials decreased to $44,593,000 from $50,296,000, resulting in total inventories of $79,895,000 compared to $77,229,000[49]. - Unbilled receivables rose to $512,595,000 from $498,288,000, and prepaid expenses increased to $145,388,000 from $86,346,000, leading to total other current assets of $742,163,000, up from $682,766,000[50]. - Total other assets decreased to $509,782,000 from $552,280,000, primarily due to a decline in intangible assets from $96,266,000 to $84,206,000[51]. Liabilities and Commitments - Accrued liabilities decreased to $305,188,000 from $315,383,000, with payroll and benefits liabilities dropping from $189,337,000 to $167,096,000[52]. - The Company’s total operating lease liabilities increased to $267,718,000 from $261,791,000, with a weighted average remaining lease term of 7.8 years and a discount rate of 3.33%[58]. - The Company has a commitment to purchase $10.0 million of component inventory annually under a four-year agreement, totaling $40.0 million, with no remaining commitments as of December 31, 2025[63]. Legal and Regulatory Matters - The Company is engaged in ongoing legal proceedings, including a putative class action complaint alleging false statements regarding cybersecurity capabilities[69]. - The Company is currently evaluating the impact of new accounting standards on its disclosures, including ASU 2023-09 and ASU 2024-03, which will affect future financial reporting[28][29]. Taxation - The effective tax rate for the three months ended December 31, 2025, was 19.2%, down from 20.4% for the same period in 2024, primarily due to changes in unrecognized tax benefits[9]. - As of December 31, 2025, the company had $80.9 million in unrecognized tax benefits, which may change within the next twelve months due to audit settlements[76]. Share Repurchase - The company repurchased 1,203 thousand shares at an average price of $249.33 per share, totaling $300.024 million during the three months ended December 31, 2025[80]. - The company has $622.4 million remaining authorized for share repurchases under its program as of December 31, 2025[80]. Cybersecurity Incident - The Company incurred $17.5 million in costs related to a Cyber Incident for the three months ended December 31, 2025[74].