FFIV F5 (FFIV) Q3 FY26 earnings call
F5 delivered an outstanding Q3 FY26, driven by strong product revenue growth and increasing demand for application security and delivery solutions amidst hybrid multi-cloud adoption and the AI inference inflection. The company raised its full-year FY26 revenue and EPS outlook, reflecting sustained momentum and disciplined execution. Management highlighted significant traction in AI data delivery, runtime security, and factory load balancing, alongside competitive displacements and platform consolidation wins.
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FFIV operating KPIs by quarter
| KPI | Mar 2026 Q2 FY26 | This call Jun 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|
| Employees | ~6,500Finally, we ended the quarter with approximately 6,500 employees.Source: earnings call transcript | ~6,600Finally, 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.