Short answer
F5, Inc. (FFIV) filed its Q2 2026 10-Q quarterly report on Aug 6, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $865M (up 10.9% year over year) with net income of $208M.
Q2 2026 key financials · XBRL
- Revenue
- $865M
- +10.9% YoY · +6.6% QoQ
- Net income
- $208M
- +9.6% YoY · +40.9% QoQ
- Operating margin
- 24.7%
- Gross margin
- 82.2%
- EPS (diluted)
- $3.61
- +11.4% YoY · +39.9% QoQ
Source: XBRL data from the F5, Inc. (FFIV) Q2 2026 10-Q on SEC EDGAR. USD.
F5, Inc. Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $865.1M, up 10.9% YoY from $780.4M
- Net margin 24.1% vs 24.3% YoY; operating margin 24.7% vs 25.2%
- Systems revenue $239.5M, up 32.4%; weakest software revenue $223.3M, up 7.4%
- Cash and investments $1.63B vs $1.36B; nine-month operating cash flow $841.4M
- Share repurchases $501.1M; macroeconomic uncertainty, tariffs, supply constraints, and cyber-incident costs as headwinds
Risk Factors
- New cybersecurity risk: AI coding agents enable faster vulnerability discovery and exploitation by nation-state and well-resourced threat actors
- New regulatory risk: AI deployment may trigger actions under evolving EU legislation and data-protection, privacy, and intellectual-property laws
- Most material operational update: Cyber Incident and third-party weaknesses could compromise multicloud products, customer data, and service availability
- Competitive risk: Customers may view AI tools as replacing application-delivery and security offerings, reducing demand
- Financial risk: Cyber events may increase remediation, protection, insurance, warranty, and litigation costs while delaying revenue
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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