F5, Inc. reported a total revenue of $822.5 million for the three months ended December 31, 2025, marking an increase of 7.3% from $766.5 million in the same period of the previous year. The company's product revenues rose to $410.3 million, up 11.3% from $368.5 million, while service revenues increased by 3.6% to $412.2 million from $398.0 million. The net income for the quarter was $180.1 million, translating to a diluted earnings per share of $3.10, compared to $166.4 million and $2.82 per share in the prior year.

In terms of operational metrics, F5's gross profit for the quarter was $670.7 million, with a gross margin of 81.5%, slightly down from 81.7% year-over-year. The company’s total operating expenses increased to $456.5 million, up from $420.9 million, driven primarily by higher sales and marketing costs, which rose by 9.1% to $224.8 million. Research and development expenses also increased by 8.2% to $141.2 million, reflecting ongoing investments in product development and enhancements.

F5's balance sheet as of December 31, 2025, showed total assets of $6.3 billion, a slight decrease from $6.3 billion at the end of the previous quarter. Cash and cash equivalents decreased to $1.2 billion from $1.3 billion, primarily due to $301.1 million used for stock repurchases during the quarter. The company’s deferred revenue increased to $2.1 billion, indicating strong demand for its services and products, with 60.8% expected to be recognized as revenue over the next 12 months.

Strategically, F5 completed the acquisition of CalypsoAI Corp. for $145.2 million in cash, enhancing its capabilities in enterprise AI security. This acquisition is expected to integrate with F5's existing offerings, particularly in securing AI inference. The company also reported a restructuring charge of $43,000 during the quarter, reflecting ongoing efforts to optimize resources and align with strategic objectives. Looking ahead, F5 anticipates continued growth driven by strong customer demand and the successful integration of its recent acquisitions, despite potential macroeconomic challenges.

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.

This description was generated via AI from an annual report. Updated 8 months ago.

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