F5 (FFIV) Q2 FY26 earnings call

Earnings call· Mar 2026 (Q2 FY26)· Information Technology· Apr 28, 2026

Source: earnings call transcript

F5 delivered a robust quarter, driven by accelerating hybrid multicloud adoption, an expanding threat landscape, and the inflection of AI inference, leading to strong product growth and record free cash flow. The company raised its full-year revenue and EPS outlook, anticipating continued demand from these secular trends and a strong refresh cycle, while navigating rising memory costs.

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FFIV operating KPIs by quarter

FFIV operating KPIs stated on its earnings calls, by fiscal quarter
KPI	This call Mar 2026 Q2 FY26	Jun 2026 Q3 FY26	Change vs prior quarter
Employees	~6,500 Finally, we ended the quarter with approximately 6,500 employees. Source: earnings call transcript	~6,600 Finally, we ended the quarter with approximately 6,600 employees. Source: earnings call transcript	—

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.