FFIV F5, Inc.

Q4 2025 10-Q
Filed: Feb 5, 2026Period ending Dec 31, 2025
Industrials
Computer Communications EquipmentSEC EDGAR

F5, Inc. (FFIV) 10-Q quarterly report for Q4 2025, filed with SEC EDGAR on Feb 5, 2026 for the fiscal period ending Dec 31, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

AI Filing Analysis
Q4 2025 10-Q

Management Discussion & Analysis

  • Revenue $822.5M, up 7.3% YoY; product revenue $410.3M (11.3% growth), services $412.2M (3.6% growth)
  • Gross margin 81.5% vs 81.7% YoY; operating margin ~26.0% vs 26.8% YoY; net income margin 21.9% vs 21.7% YoY
+3 more insights

Risk Factors

  • NEW legal risk: Cyber Incident Oct 15, 2025, threat actor exfiltrated files, raising exposure to lawsuits and regulatory penalties
  • UPDATED operational risk: Supply chain constraints and component price increases materially impacting gross margins and cost of revenues
+3 more insights

Quarterly Financial Summary
XBRL

Revenue

$822M

+7.3% YoY

Net Income

$180M

+8.2% YoY

Gross Margin

81.5%

-12bp YoY

Operating Margin

26.0%

-71bp YoY

Net Margin

21.9%

+18bp YoY

ROE

5.1%

-6bp YoY

Total Assets

$6.3B

+6.6% YoY

EPS (Diluted)

$3.10

+9.9% YoY

Operating Cash Flow

$159M

-21.5% YoY

Source: XBRL data from F5, Inc. Q4 2025 10-Q filing on SEC EDGAR. All figures in USD.

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