Company Overview - F5, Inc. is a leading provider of application security and delivery solutions, focusing on securing, optimizing, and managing applications across on-premises and cloud environments [6] - The company offers a diverse portfolio of products, including BIG-IP appliances, NGINX software, DDoS protection, and fraud prevention solutions, generating revenue from software, hardware, and related services [5][6] - As of October 14, 2025, F5's market capitalization is $18.74 billion, with a revenue of $3.02 billion and a net income of $667.18 million for the trailing twelve months (TTM) [4] Recent Developments - Harbor Capital Advisors reduced its position in F5 by 51,177 shares in Q3 2025, with an estimated trade value of $16.02 million, leaving them with 17,112 shares valued at $5.53 million [1][2] - On October 15, 2025, F5 disclosed a security breach in an SEC filing, indicating that unidentified threat actors accessed its systems and stole important files, with the attackers believed to have been in the network for at least 12 months [10] - Following the breach announcement, F5's stock price dropped approximately 13% since October 14, 2025 [10] Financial Performance - F5 shares were priced at $343.17 on October 14, 2025, reflecting a year-over-year increase of 56.39%, outperforming the S&P 500 by 39.89 percentage points over the same period [2] - Harbor Capital Advisors' total assets under management (AUM) decreased from $2.4 billion to $1.3 billion from the end of Q2 to the end of Q3 2025 [8]

AI & Blockchain - An AI-first stablecoin aims to establish infrastructure for AI agents to conduct global micro-transactions and operate at scale without human involvement [1] Cloud Computing & Security - Cloudflare provides internet infrastructure services, including DDoS protection, DNS, and edge computing, ensuring security, speed, and reliability [2]