F5 Networks (FFIV) Q4 Earnings and Revenues Top Estimates

Core Insights - F5 Networks reported quarterly earnings of $4.39 per share, exceeding the Zacks Consensus Estimate of $3.96 per share, and showing an increase from $3.67 per share a year ago, resulting in an earnings surprise of +10.86% [1] - The company achieved revenues of $810.09 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.22% and up from $746.67 million year-over-year [2] - F5 shares have increased approximately 18.6% year-to-date, outperforming the S&P 500's gain of 15.5% [3] Earnings Outlook - The future performance of F5's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook, which includes current consensus earnings expectations for upcoming quarters [4] - The current consensus EPS estimate for the next quarter is $4.02 on revenues of $789.35 million, and for the current fiscal year, it is $16.00 on revenues of $3.19 billion [7] Industry Context - The Internet - Software industry, to which F5 belongs, is currently ranked in the top 32% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Alight, Inc., another company in the same industry, is expected to report quarterly earnings of $0.13 per share, reflecting a year-over-year increase of +44.4%, with revenues anticipated to be $535.63 million, down 3.5% from the previous year [9][10]