F5, Inc. reported a significant increase in its financial performance for the fiscal year ending September 30, 2025, with total revenues reaching $3.09 billion, a 9.7% increase from $2.82 billion in the previous fiscal year. The company's net income also rose to $692.4 million, up 22.2% from $566.8 million in fiscal 2024. This growth was driven by an 18.5% increase in product revenues, which totaled $1.51 billion, and a 2.3% rise in service revenues, amounting to $1.58 billion. The gross profit margin improved to 81.4%, compared to 80.2% in the prior year, reflecting better product mix and operational efficiencies.
F5's strategic developments included the acquisition of CalypsoAI Corp. for $145.2 million, aimed at enhancing its application delivery and security solutions, particularly in the realm of AI security. This acquisition is expected to integrate into F5's Application Delivery and Security Platform (ADSP), which aims to simplify multicloud complexities. Additionally, the company completed several other smaller acquisitions during the fiscal year, contributing to a total goodwill increase of $131.5 million.
Operationally, F5 reported a total employee headcount of 6,578 as of September 30, 2025, with a slight increase in sales and marketing personnel to support its growth initiatives. The company also noted a significant increase in deferred revenue, which rose to $2.00 billion, indicating strong future revenue potential from existing contracts. F5's geographic revenue distribution showed that 44.2% of its net revenues came from international markets, highlighting its global reach.
The filing also addressed the impact of a cybersecurity incident disclosed on October 15, 2025, where unauthorized access to certain systems was detected. While the company has taken steps to mitigate the situation, it anticipates some near-term disruptions to sales cycles and operating margins as a result. However, F5 remains optimistic about its long-term growth trajectory, bolstered by its investments in AI and multicloud solutions, and expects to see normalization in demand in the latter half of fiscal 2026.
Looking ahead, F5's management expressed confidence in its ability to navigate market challenges and capitalize on growth opportunities, particularly in the areas of application delivery and security. The company plans to continue investing in its product portfolio and expanding its market presence, with a focus on enhancing customer experiences and leveraging AI technologies to drive innovation.
About F5, INC.
F5, Inc. specializes in multicloud application security and delivery solutions, supporting traditional and modern applications across on-premises, cloud, and edge environments. Its product portfolio includes hardware, software, SaaS, and managed services, serving large enterprises, governments, and service providers globally. F5 leverages AI, automation, and a broad ecosystem to enhance application performance, security, and operational efficiency, providing flexible deployment models and comprehensive support.
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