F5 Networks (FFIV) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended September 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on October 28, 2024, might help the stock move higher if these key numbers are better tha ...

F5 Inc (NASDAQ: FFIV ) is due to report its Q4 earnings at the end of this month, so I thought I'd revisit the company once again to see how it performed since the first time I covered it back MSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time. Analyst's Disclosure: I/w ...

Core View - F5 Networks (FFIV) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive earnings outlook and potential for stock price appreciation [1][3][10] Earnings Estimate Revisions - The Zacks rating system relies on changes in earnings estimates, which are strongly correlated with near-term stock price movements [4][6] - F5's earnings estimates have been steadily rising, with the Zacks Consensus Estimate increasing by 5.6% over the past three months [8] - F5 is expected to earn $13.16 per share for the fiscal year ending September 2024, representing a year-over-year change of 12.5% [8] Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on four factors related to earnings estimates, with Zacks Rank 1 stocks generating an average annual return of +25% since 1988 [7] - F5's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating superior earnings estimate revisions and potential for market-beating returns [9][10] Institutional Influence - Institutional investors use earnings estimates to calculate the fair value of a company's shares, and changes in these estimates can lead to significant stock price movements [4] - The improvement in F5's underlying business, reflected in rising earnings estimates, is likely to attract investor interest and push the stock higher [5]

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F5, Inc. (FFIV) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, FFIV's 50-day simple moving average broke out above its 200-day moving average; this is known as a "golden cross." A golden cross is a technical chart pattern that can signify a potential bullish breakout. It's formed from a crossover involving a security's short-term moving average breaking above a longer-term moving average, with the most common moving averages being the 50-d ...

Have you evaluated the performance of F5 Networks' (FFIV) international operations for the quarter ending June 2024? Given the extensive global presence of this computer networking company, analyzing the patterns in international revenues is crucial for understanding its financial strength and potential for growth. In the current era of a tightly interconnected global economy, the proficiency of a company to penetrate international markets significantly influences its financial health and trajectory of grow ...

Table of Contents Title of each class Trading Symbol(s) Name of each exchange on which registered Common stock, no par value FFIV NASDAQ Global Select Market Emerging Growth Company ☐ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transitio ...

Core Insights - F5's revenues for the fiscal third quarter reached $695 million, exceeding the consensus estimate of $686.6 million but reflecting a year-over-year decline of 1.1% [1] - The company reported non-GAAP earnings of $3.36 per share, surpassing the Zacks Consensus Estimate of $2.97 and increasing 4.7% from the previous year's $3.21 [3][15] Revenue Breakdown - Product revenues, accounting for 44.4% of total revenues, decreased by 6% year-over-year to $308.5 million, primarily due to lower Systems sales, although Software sales increased [4] - Global Service revenues, which represent 55.6% of total revenues, grew by 3.4% to $387 million, driven by price increases implemented in fiscal 2022 [5] Operating Expenses and Margins - GAAP operating expenses declined by 13.4% to $396 million, while non-GAAP operating expenses slightly decreased from $346 million to $345.5 million [2] - GAAP operating profit increased by 56.7% to $163 million, with the margin expanding by 870 basis points to 23.4%. Non-GAAP operating profit remained flat at $233 million, with a margin improvement of 20 basis points to 33.4% [10] Cash Flow and Shareholder Returns - F5 ended the quarter with cash and short-term investments of $935.6 million, up from $903.4 million in the previous quarter, and generated an operating cash flow of $546 million [7] - The company repurchased shares worth $150 million during the fiscal third quarter and plans to return at least 50% of free cash flow to shareholders through buybacks [20][23] Guidance and Future Projections - For the fiscal fourth quarter, F5 expects non-GAAP revenues in the range of $720-$740 million and non-GAAP EPS between $3.38 and $3.50 [21] - The company anticipates revenue growth for fiscal 2024 to be in the mid to high single-digit percentage range [22]

E ■ I H i Thomas Barwick Investment Thesis F5 (NASDAQ:FFIV) positively surprised investors with its fiscal Q4 guidance, which saw its share price increase by around 12% premarket. Undoubtedly, there's a lot to like here. You have a debt-free business, with more than 8% of its market cap made up of cash. On top of that, I estimate this stock to be priced at around 10x next year's operating profits. And finally, and best of all, I believe that F5 will grow next year by mid-single digits, which is higher than ...

F5, Inc. (NASDAQ:FFIV) Q3 2024 Earnings Conference Call July 29, 2024 4:30 PM ET Company Participants Suzanne DuLong - Vice President, Investor Relations Francois Locoh-Donou - President and Chief Executive Officer Frank Pelzer - Executive Vice President and Chief Financial Officer Conference Call Participants Tim Long - Barclays Meta Marshall - Morgan Stanley James Fish - Piper Sandler Michael Ng - Goldman Sachs Alex Henderson - Needham & Company Simon Leopold - Raymond James Sebastien Naji - William Blair ...