F5 Application Delivery and Security Platform

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F5(FFIV) - 2025 Q3 - Earnings Call Presentation
2025-07-30 20:30
Q3FY25 Results Published July 30, 2025 PERIOD ENDING June 30, 2025 We deliver and secure every app. F5 specializes in application delivery and security. Our solutions are backed by three decades of expertise to ensure that every app is fast, available, secure, and ready for the AI-era. Forward-looking statements This presentation contains forward-looking statements including, among other things, that F5's strong topline performance along with continued operating leverage, is testament to the team's executio ...
F5(FFIV) - 2025 Q2 - Earnings Call Presentation
2025-05-02 07:20
Q2FY25 Financial Performance - F5's Q2FY25 revenue reached $731 million, a 7% increase year-over-year[8] - Product revenue grew by 12% year-over-year[12] - Systems revenue increased significantly by 27% year-over-year[13] - Non-GAAP EPS grew by 18% year-over-year[14] - Q2FY25 GAAP EPS was $2.48, compared to $2.00 in Q2FY24[8] - Q2FY25 Non-GAAP EPS was $3.42, compared to $2.91 in Q2FY24[9] Revenue Breakdown - Software revenue accounted for 27% of total revenue in Q2FY25[51] - Subscription software constituted 87% of the total software revenue in Q2FY25[54, 55] - Recurring revenue (subscription, SaaS & managed services, and maintenance) accounted for 72% of total revenue, amounting to $525 million[60] Geographic Performance - The Americas contributed 54% of the revenue, with a 3% year-over-year growth[62] - EMEA accounted for 29% of the revenue, showing a 20% year-over-year growth[62] - APAC contributed 17% of the revenue, with a 3% year-over-year growth[62] FY25 Outlook - F5 is raising its FY25 total revenue growth outlook to 6.5% to 7.5% year-over-year[16] - The company is also raising its FY25 Non-GAAP EPS growth outlook to 8% to 10% year-over-year[16]