F5 (NasdaqGS:FFIV) Q1 2026 Earnings call January 27, 2026 04:30 PM ET Company ParticipantsCooper Werner - EVP and CFOFrançois Locoh-Donou - President and CEOGeorge Notter - Managing DirectorMatt Hedberg - Managing DirectorMichael Ng - Managing DirectorSimon Leopold - Managing DirectorSuzanne DuLong - VP of Investor RelationsTim Long - Managing DirectorTomer Zilberman - TMT Equity Research AssociateConference Call ParticipantsJames Fish - Senior Research AnalystMeta Marshall - Managing Director and Equity Re ...

F5, Inc.. (NASDAQ:FFIV) shares climbed in Tuesday's extended trading after the company released its first quarter earnings report, beating estimates on the top and bottom lines. Here's a look at the key figures from the quarter. FFIV stock is moving. Watch the price action here.The Details: F5 reported quarterly earnings of $4.45 per share, which beat the analyst consensus estimate of $3.65 by 21.88%, according to Benzinga Pro. Quarterly revenue clocked in at $822.47 million, which beat the Street estimate ...

TOKYO & TUALATIN, Ore.--(BUSINESS WIRE)--iGrafx, a leading provider of process intelligence, and NTT DATA INTRAMART, a trusted enterprise solution provider within the NTT DATA group, today announced a strategic collaboration to advance Autonomous Operations by unifying process intelligence, enterprise execution, and agentic AI-enabled decision support. The collaboration strives to unite complementary strengths: The collaboration builds on the momentum of the companies' growing relationship and reflects a sh ...

Core Viewpoint - Aurora Mobile Limited has announced a strategic partnership with the Shenzhen Stock Exchange to enhance its digital infrastructure through the deployment of its intelligent push notification solution, JPush, ensuring efficient delivery of critical market information [1][5]. Group 1: Partnership and Technology Integration - The partnership aims to strengthen SZSE's digital infrastructure, which is crucial for maintaining market transparency and fair disclosure in China's capital markets [2][6]. - Aurora Mobile will implement a customized "network-wide aggregation + intelligent distribution" solution to address SZSE's challenges in mobile messaging delivery, particularly during high traffic periods [3][4]. Group 2: Challenges and Solutions - SZSE previously faced issues with message delivery failures due to high traffic and device fragmentation, which are critical for ensuring information symmetry in capital markets [3]. - The JPush solution integrates with multiple operating systems and major device manufacturers, allowing notifications to bypass system restrictions and appear directly in notification bars, even when the app is inactive [4][5]. Group 3: Performance and Impact - The infrastructure powered by JPush can handle tens of billions of daily requests, providing millisecond-level message throughput, which significantly improves message delivery rates and user engagement [5][6]. - This collaboration emphasizes Aurora Mobile's expertise in technical and financial infrastructure, positioning it as a key technology partner in SZSE's digital transformation efforts [6].

在企业数字化转型浪潮中，客户关系管理系统的选择正成为影响企业竞争力的关键因素。传统CRM系 统普遍存在获客效率低下、数据孤岛严重、国际产品适配性不足等问题，迫使企业寻找更契合本土业务 场景的解决方案。以珍客CRM引领的 AI CRM产品，正在以AI原生化能力和全链路赋能模式，为企业 提供破解这些难题的新路径。 传统CRM面临的核心挑战 企业在客户关系管理过程中，普遍面临多重运营障碍。获客渠道分散导致线索质量参差不齐，营销与销 售部门之间的数据无法贯通，形成严重的协同障碍。国际CRM产品在国产化适配、数据境内存储及中 国特色业务流程方面存在不足，同时带来跨境数据合规风险。对于B2B大客户模式企业而言，客户决策 链条复杂，隐性需求难以挖掘，长周期销售跟踪困难，传统被动记录型系统难以提供有效支撑。 AI原生化带来的质变升级 从被动记录到主动预判 珍客CRM从底层实现AI原生化架构，而非简单的功能叠加。通过AI智能体技术，系统能够对营销、线 索、客户、商机、合同、订单、服务、数据分析等全链路场景进行智能赋能。在线索管理环节，系统独 创"找客户+谈客户"双引擎融合模式，可自动完成线索清洗、评分、分发，显著提升线索质量与 ...

The F5 class action lawsuit alleges that throughout the Class Period, defendants created the false impression that they possessed reliable information pertaining to F5's projected revenue outlook and anticipated growth while also minimizing risk from seasonality and macroeconomic fluctuations. The complaint alleges that in truth, F5's optimistic claims, touting its purported best-in-industry security and overall emphasis and confidence in F5's ability to meet and capitalize on the growing security needs for ...

WESTFORD, Mass.--(BUSINESS WIRE)--NETSCOUT® SYSTEMS, INC. (NASDAQ: NTCT), a leading provider of observability, AIOps, cybersecurity, and DDoS attack protection solutions, today announced new capabilities that further enhance its award-winning observability solutions to address critical gaps in remote site management and risks stemming from expired SSL/TLS certificates. New nGeniusONE® solution enhancements support real-time deep packet inspection (DPI) over Ethernet or Wi-Fi 7, overcoming obser. ...

Core Viewpoint - The event organized by the Fujian Provincial Department of Industry and Information Technology aims to promote collaboration in artificial intelligence models and intelligent applications across the province, highlighting the importance of AI in local governance and service delivery [1] Group 1: Event Overview - The Fujian Provincial Department of Industry and Information Technology hosted a promotional event for vertical models and intelligent agents in the artificial intelligence sector [1] - The event solicited cooperation projects related to AI models and intelligent applications from across the province [1] - A total of 15 representative projects were signed during the event [1] Group 2: Company Involvement - The "Houxi" government service intelligent agent project, supported by Shenzhou Holdings, was successfully included in the provincial AI signing list [1]

近日，福建省工信厅组织举办福建省人工智能行业垂直模型、智能体推介对接活动。活动面向全省征集 了50多个人工智能模型和智能体应用合作项目，并在现场推动30家单位就15个代表性项目进行集中签 约。由神州控股（00861.HK）助力漳州市打造的"候喜"政务服务智能体项目，凭借其显著的应用成效 与创新价值，成功入选省级人工智能集中签约名单，标志着该项目在省级层面再次获得了高度认可，成 为福建省推进"AI+政务"建设的典范案例。 多项荣誉加身，"候喜"AI 政务项目获广泛认可 "候喜" 政务服务智能体自上线以来，凭借亮眼的服务表现与技术创新，收获了一系列荣誉与肯定，成 为AI 政务领域的标杆性项目。该项目不仅是福建首个实现智能咨询、边问边办、辅助审批功能全覆盖 的政务服务人工智能体，更被认定为全国首创 "原始取得全部权利" 的政务服务智能体。其技术方案被 吸收进中央网信办等印发《政务领域AI大模型部署应用指引》、被编入清华大学编写的《政务大模型 发展应用报告（2025）》，为全国政务领域人工智能应用提供了宝贵参考案例。 "候喜" 项目的成功，源于神州控股在技术架构与服务模式上的双重创新，构建起以人工智能为核心驱 动力的 ...

Core Viewpoint - IBM is recognized as a significant player in the AI sector, with analysts highlighting its potential for growth and stability, particularly through software-led initiatives and margin expansion [1][2]. Group 1: Stock Performance and Valuation - Stifel analyst David Grossman has reiterated a Buy rating on IBM with a price target of $325.00, viewing it as a safe compounder benefiting from software-led growth and margin expansion [1]. - IBM is currently trading at a 40% premium to the equal-weight S&P 500 multiple, which aligns with its long-term average range of 20-55%, but is above the pre-2025 trend of around 10-20% [2]. Group 2: Growth Projections - Stifel anticipates organic software growth of approximately 7-8%, consistent with expected performance in 2025, with software acquisitions expected to provide additional growth tailwinds into 2027 [3]. - Services fundamentals, which account for about 32% of IBM's revenue, are seen as bottoming out and showing signs of modest improvement [3]. Group 3: Margin Expansion and Estimates - There is continued potential for margin expansion in 2026 and 2027, with Stifel maintaining its 2026 estimates, which are largely in line with consensus [4]. - The Confluent acquisition has not yet closed and is not reflected in estimates, but it is expected to be modestly dilutive to 2026/2027 EPS and free cash flow [5]. Group 4: Financial Estimates - The company is maintaining its 2026 estimates with revenue growth of 4%, constant currency margins increasing by 75 basis points, EPS growth of 8% to $12.23, and free cash flow growth of 7% to $15 billion [5]. - A stronger USD has reduced the 2026 foreign exchange tailwind from 90 basis points to 40 basis points [5].