Summary of Earnings Call Company and Industry - **Companies Mentioned**: STX (Seagate Technology), ASML, TXN (Texas Instruments), QRVO (Qorvo) - **Industry**: Technology, specifically focusing on data storage, semiconductors, and electronics Key Points and Arguments STX (Seagate Technology) - **Earnings Performance**: - Revenue of $2.83 billion, up 22% year-over-year, compared to a previous quarter's growth of 21% and market expectations of $2.74 billion, which was approximately 18% growth [7][6] - EPS of $3.11, exceeding market expectations of $2.83; Non-GAAP gross margin at 42.2% vs. expected 40.8% [7] - **Market Commentary**: - Management described an "exceptionally strong" data center environment, expecting demand to offset typical seasonal declines [9] - Nearline capacity fully allocated through CY26, with plans to accept orders for 1H27 [12] - **Pricing Trends**: - Revenue per TB remains stable with a modest increase in $/TB expected to continue, indicating a potential shift in pricing dynamics [12] - **Growth Drivers**: - Incremental storage-server demand linked to AI workloads, with data centers remaining the core driver of growth [9] TXN (Texas Instruments) - **Earnings Performance**: - Q4 revenue of $4.423 billion, up 10.4% year-over-year, aligning with market expectations [24][26] - Q1 guidance midpoint of $4.50 billion, indicating a 2% quarter-over-quarter increase and 10.6% year-over-year growth [24] - **Market Commentary**: - Management expressed optimism about industrial recovery and data center strength, with improving orders and backlog [23] - Data center business expected to grow approximately 70% year-over-year [26] - **Pricing Trends**: - Management anticipates low single-digit price declines (~2-3%) in 2026, emphasizing the impact of annual negotiations [26] QRVO (Qorvo) - **Earnings Performance**: - Q4 revenue and EPS were better than expected, but Q1 guidance was approximately 12% below market expectations [32][35] - **Market Commentary**: - Management attributed revenue gaps to weakness in Android and planned exits from lower-margin models [35] - Concerns about the sustainability of profitability amidst declining Android sales and competition [41] - **Growth Drivers**: - Focus on transitioning to higher-quality, more durable programs, with expectations of gross margins above 50% despite revenue declines [42] ASML - **Earnings Performance**: - Stock price increased by 5% due to bookings of €13 billion, significantly exceeding expectations [45] - **Market Commentary**: - Management highlighted strong progress with customers and revenue guidance implying 4-20% year-over-year growth for 2026 [46] - **Growth Drivers**: - Continued demand in semiconductor capital expenditures, with a focus on high-volume manufacturing tools [46] Additional Important Insights - **Market Sentiment**: - The overall sentiment in the technology sector appears positive, driven by strong earnings reports and optimistic guidance from key players [1][2] - **Investment Considerations**: - The discussions around pricing stability and growth in data center demand suggest potential investment opportunities in companies like STX and TXN, while QRVO faces challenges that may impact its valuation [18][22][42]

Core Viewpoint - Hagens Berman is investigating claims against F5, Inc. regarding misleading statements about the security of its BIG-IP products, following a significant cybersecurity breach that resulted in substantial financial losses for investors [2][8]. Group 1: Legal Proceedings - A securities class action has been filed against F5, Inc. and certain executives, with a lead plaintiff deadline set for February 17, 2026 [4][6]. - The class period for the lawsuit spans from October 28, 2024, to October 27, 2025 [4]. Group 2: Allegations and Impact - The lawsuit alleges that F5 executives failed to disclose a material cybersecurity incident involving a sophisticated nation-state threat actor who accessed and exfiltrated sensitive source code [2][8]. - Following the revelation of the breach in October 2025, F5's market value plummeted by over $2 billion due to significant declines in stock price [2][8]. - F5's stock price dropped nearly 14% over two trading days after the breach was disclosed, and further declined by $22.83 (-7%) after disappointing Q4 FY25 results were announced [8]. Group 3: Financial Performance - F5's Q4 FY25 results were significantly below market growth expectations for fiscal 2026, attributed to the security breach, leading to reduced sales and renewals, elongated sales cycles, and increased remediation expenses [8]. - The BIG-IP product, which was the subject of the breach, is F5's highest revenue-generating product, making the implications of the breach particularly severe for the company's financial outlook [8].

NEW YORK, Jan. 28, 2026 (GLOBE NEWSWIRE) -- The law firm of Kirby McInerney LLP reminds F5, Inc. (“F5” or the “Company”) (NASDAQ:FFIV) investors of the February 17, 2026 lead plaintiff deadline to seek lead plaintiff appointment in the class action filed on behalf of investors who acquired F5 securities between October 28, 2024 through October 27, 2025 (“the Class Period”). Courts do not consider applications filed after the lead plaintiff deadline. The lead plaintiff oversees the litigation on behalf of th ...

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 lawsuit is from October 28, 2024, to October 27, 2025 [1] - Investors 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 has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company [3] - The firm was ranked No. 1 by ISS Securities Class Action Services for the number of settlements in 2017 and has consistently ranked in the top 4 since 2013 [3] - In 2019, the firm secured over $438 million for investors, showcasing its capability in recovering significant amounts for clients [3] Group 3: Case Allegations - The lawsuit alleges that F5 misrepresented its 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 future prospects [4] - The lawsuit asserts that when the true information became public, investors suffered damages due to the misleading claims made by F5 [4]

New York, New York--(Newsfile Corp. - January 28, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of F5, Inc. (NASDAQ: FFIV) between October 28, 2024 and October 27, 2025, both dates inclusive (the "Class Period"), of the important February 17, 2026 lead plaintiff deadline.SO WHAT: If you purchased F5 securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement ...

F5, Inc. ( FFIV ) is a company that helps make sure important applications and online services stay secure, run quickly, and remain available at all times. Its products sit in front of applications and APIs, the connections between applications, to protectI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity m ...

Shares of F5 (NASDAQ: FFIV) rose on Wednesday after the application delivery and security provider's sales and profits surpassed investors' expectations. As of 2:11 p.m. EST, F5's stock price was up more than 8%. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Image source: Getty Images. Artificial intelligence (AI)-driven gains F5's revenue grew 7% year over year to $822 million in ...

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 [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 during a significant security breach [6]. - Investors who suffered losses in F5 are encouraged to contact the firm to discuss their legal rights [1][10]. 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]. - The security breach particularly affected BIG-IP, F5's highest revenue product, amplifying the financial impact of the breach on the company's overall performance [7].

F5 Networks (FFIV) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.The power of a ...

Core Viewpoint - F5 Inc is experiencing strong financial performance and growth driven by demand for hybrid multi-cloud solutions and AI investments, despite facing challenges in software revenue [2][3][4]. Financial Performance - In Q1 2026, F5 reported revenue of $822 million, marking a 7% increase from the previous year [2][5]. - Product revenue grew by 11% to $410 million, while services revenue increased by 4% to $412 million [2][5]. - The current stock price is $270.43, reflecting a 1.11% increase, with a trading volume of 2,136,380 shares on NASDAQ [4]. Market Dynamics - F5 is benefiting from strong demand drivers, particularly the adoption of hybrid multi-cloud solutions and increased investment in AI [3][5]. - The EMEA region saw remarkable growth of 24%, driven by regulations and mandates focused on resiliency and digital sovereignty [3]. Challenges - F5 faced an 8% decline in software revenue year over year, but overall performance remains strong due to strategic focus on emerging technologies and market demands [4][5].