Every material Form 8-K F5 has filed with the SEC since September 03, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
F5 reported fourth-quarter fiscal 2026 revenue of $917 million, up 13% from a year earlier, and non-GAAP diluted EPS of $4.42, up from $4.39. GAAP diluted EPS was $3.23, down from $3.26. The company also updated its fiscal 2027 outlook, guiding to 8% to 9% revenue growth and non-GAAP EPS of $18.00 to $18.30, and its board added $1.5 billion to the share repurchase program.
Q4 revenue of $917 million, up 13% from $810 million; product revenue rose 23% to $510 million.
GAAP diluted EPS of $3.23 versus $3.26 a year earlier; non-GAAP diluted EPS of $4.42 versus $4.39.
Fiscal 2027 guidance: revenue growth of 8% to 9% and non-GAAP EPS of $18.00 to $18.30.
Board authorized an additional $1.5 billion for repurchases on October 23, 2026, on top of $322 million remaining under the existing program.
F5 reported fiscal third-quarter 2026 revenue of $865 million, up 11% from $780 million a year earlier, and GAAP diluted earnings of $3.62 per share versus $3.25. The company raised its fiscal 2026 revenue growth and non-GAAP earnings per share guidance, which gives shareholders a higher expected range for the full year.
Third-quarter revenue was $865 million, up 11%; product revenue grew 19% and systems revenue grew 32%.
GAAP diluted EPS was $3.62 versus $3.25; non-GAAP diluted EPS was $4.73 versus $4.16.
Fiscal 2026 revenue growth guidance was raised to 9% to 10% from 7% to 8%.
Fiscal 2026 non-GAAP EPS guidance was raised to $17.21 to $17.33 from $16.25 to $16.55; fourth-quarter revenue is guided to $870 million to $890 million.
F5 appointed Gavin Munroe as a director effective June 17, 2026, adding him to the Risk and Audit Committees. The board now has 10 members, 9 of them independent, and Munroe receives standard non-employee director pay plus a restricted stock unit grant. The change adds a director with financial-services technology experience, but the filing reports no financial results or business changes.
Munroe was appointed June 17, 2026 and will serve on the Risk and Audit Committees.
Annual retainer of $60,000 plus $20,000 for each committee seat.
Restricted stock unit grant with an annual grant value of $275,000, effective July 1, 2026.
Board expands to 10 members, 9 of them independent.
F5 disclosed that its board appointed Anand Eswaran, chief executive of Veeam Software, as a director effective April 24, 2026, expanding the board to 9 members, 8 of whom are independent. The board approved a restricted stock unit grant to him with an annual grant value of $275,000, along with standard non-employee director cash compensation.
Appointed as a director effective April 24, 2026; will serve on the Audit and Talent and Compensation Committees
Annual cash retainer of $60,000, plus $20,000 for Audit Committee and $12,500 for Talent and Compensation Committee membership
Restricted stock unit grant with an annual grant value of $275,000, effective May 1, 2026
Board expands to 9 members, 8 of whom are independent
F5 reported second-quarter fiscal 2026 revenue of $812 million, up 11% from $731 million a year earlier, and GAAP diluted earnings per share of $2.58, up from $2.48. The company raised its full-year fiscal 2026 revenue growth and non-GAAP earnings per share guidance, which signals higher expected results for shareholders.
Second-quarter revenue was $812 million, up 11% year over year, with product revenue up 22%
GAAP diluted EPS was $2.58 versus $2.48 a year earlier; non-GAAP diluted EPS was $3.90 versus $3.42
Fiscal 2026 revenue growth guidance raised to 7% to 8% from 5% to 6%
Fiscal 2026 non-GAAP EPS guidance raised to $16.25 to $16.55 from $15.65 to $16.05
At its annual meeting on March 12, 2026, F5 shareholders elected eight directors, approved a 2026 Incentive Award Plan that adds 3,500,000 new shares, and backed executive pay in an advisory vote. The board also adopted a non-employee director compensation program the same day. The plan vote drew 16,116,797 votes against, a notable share of the ballots cast.
Incentive Plan approved with 32,363,363 votes for, 16,116,797 against and 69,558 abstaining, plus 3,500,000 newly authorized shares
Advisory vote on named executive officer pay: 44,809,245 for and 3,486,265 against
PricewaterhouseCoopers LLP ratified as independent auditor for fiscal 2026 with 47,386,756 votes for
All eight director nominees, including Marianne N. Budnik and Nikhil Mehta, were elected; Elizabeth L. Buse received 2,241,662 votes against
F5 reported first-quarter fiscal 2026 revenue of $822 million, up 7% from $766 million a year earlier, and GAAP diluted earnings of $3.10 per share versus $2.82. The company raised its fiscal 2026 revenue growth guidance to 5% to 6% from 0% to 4%, and its non-GAAP earnings per share guidance to $15.65 to $16.05 from $14.50 to $15.50, which is a positive signal for shareholders although software revenue fell 8%.
Q1 fiscal 2026 revenue was $822 million, up 7%; product revenue rose 11% and systems revenue rose 37%, while software revenue fell 8% to $192 million.
GAAP diluted EPS was $3.10 versus $2.82; non-GAAP diluted EPS was $4.45 versus $3.84.
Fiscal 2026 revenue growth guidance was raised to 5% to 6% from 0% to 4%; non-GAAP EPS guidance was raised to $15.65 to $16.05 from $14.50 to $15.50.
Q2 fiscal 2026 guidance calls for revenue of $770 million to $790 million and non-GAAP EPS of $3.34 to $3.46.
F5 reported fiscal fourth-quarter 2025 revenue of $810 million, up 8% year over year, and GAAP diluted EPS of $3.26 versus $2.80, with non-GAAP diluted EPS of $4.39 versus $3.67. For fiscal 2026 the company guided to revenue growth of 0% to 4% and non-GAAP EPS of $14.50 to $15.50, citing expected sales-cycle disruption after a recent security incident, and said CEO François Locoh-Donou will become Board Chair in March 2026.
Q4 FY2025 revenue was $810 million, up 8%; systems revenue rose 42% and software revenue rose 0.3%.
Q4 non-GAAP diluted EPS was $4.39, up from $3.67; GAAP diluted EPS was $3.26, up from $2.80.
FY2026 guidance: total revenue growth of 0% to 4%, versus 10% growth in FY2025, and non-GAAP EPS of $14.50 to $15.50, versus $15.81 in FY2025.
Locoh-Donou will succeed Alan J. Higginson as Chair at the Annual Meeting expected in March 2026.
F5 disclosed that a nation-state threat actor had long-term, persistent access to certain systems and exfiltrated files containing portions of BIG-IP source code and information about undisclosed vulnerabilities. The company says containment has been successful, it has found no evidence of software supply chain modification, and the incident has not had a material impact on operations so far, though it is still evaluating potential effects on financial condition and results. Separately, director Michael Montoya resigned from the board and was appointed Chief Technology Operations Officer.
F5 learned of the unauthorized access on August 9, 2025; the Department of Justice delayed public disclosure on September 12, 2025.
Exfiltrated files included portions of BIG-IP source code and information on undisclosed BIG-IP vulnerabilities; some files held configuration details for a small percentage of customers.
F5 reports no evidence of access to its CRM, financial, support case management or iHealth systems, or of modification to its software supply chain.
Michael Montoya resigned as a director on October 9, 2025, and took the role of Chief Technology Operations Officer effective October 13, 2025; the board shrank from eleven to ten members.
F5 reported fiscal third-quarter 2025 revenue of $780 million, up 12% from a year earlier, and GAAP diluted earnings of $3.25 per share, up from $2.44. The company raised its fiscal 2025 revenue and earnings growth outlook, and Chair Alan J. Higginson said he will retire from the board at the 2026 annual meeting, which matters to shareholders for both results and board succession.
Q3 fiscal 2025 revenue was $780 million, up from $695 million; systems revenue rose 39% and software revenue rose 16%.
GAAP diluted EPS was $3.25 versus $2.44 a year earlier; non-GAAP diluted EPS was $4.16 versus $3.36.
Fiscal 2025 revenue growth is now implied at about 9% at the midpoint, up from prior guidance of 6.5% to 7.5%.
Chair Alan J. Higginson will not stand for re-nomination at the Annual Meeting expected in Spring 2026; he is expected to serve as Chair until then.
F5 reported second-quarter fiscal 2025 revenue of $731 million, up 7% from $681 million a year earlier, and GAAP diluted earnings per share of $2.48, up from $2.00. It raised its fiscal 2025 revenue and non-GAAP earnings per share growth guidance, and separately disclosed that director Peter Klein resigned from the board effective April 25, 2025.
Q2 revenue of $731 million, up 7% from $681 million; systems revenue up 27% and software revenue flat at $158 million.
GAAP net income of $146 million, or $2.48 per diluted share, versus $119 million, or $2.00 per diluted share, a year earlier.
Fiscal 2025 revenue growth guidance raised to 6.5% to 7.5% from 6% to 7%; non-GAAP EPS growth guidance raised to 8% to 10% from 6.5% to 8.5%.
Director Peter Klein resigned effective April 25, 2025; Julie Gonzalez was named Audit Committee chair and the board was reduced from twelve to eleven members.
F5 reported first-quarter fiscal 2025 revenue of $766 million, up 11% from $693 million a year earlier, and GAAP net income of $166 million, or $2.82 per diluted share, compared with $2.32 a year earlier. The company raised its fiscal 2025 revenue growth expectation to 6% to 7% from 4% to 5%, and its non-GAAP earnings per share growth expectation to 6.5% to 8.5% from 5% to 7%.
Revenue reached $766 million, up from $693 million; software revenue rose 22%, systems revenue rose 18%, and global services revenue rose 3%.
GAAP earnings were $2.82 per diluted share versus $2.32; non-GAAP earnings were $3.84 per diluted share versus $3.43.
Fiscal 2025 revenue growth guidance was raised to 6% to 7%, up from 4% to 5%.
Second-quarter fiscal 2025 guidance calls for revenue of $705 million to $725 million and non-GAAP earnings of $3.02 to $3.14 per diluted share.
F5 disclosed that Chief Financial Officer Frank Pelzer will retire at the end of the day the company files its 2024 Form 10-K, expected on or about November 18, 2024. If he signs a consulting agreement, he will advise his successor from about December 1, 2024 through May 31, 2025, under a transition agreement dated October 31, 2024.
Pelzer's retirement as CFO is expected on or about November 18, 2024, the 10-K filing date.
Consulting term runs from about December 1, 2024 through May 31, 2025, at $46,833.33 per month, if the consulting agreement is signed.
Lump sum payment of $315,125 (before deductions) and acceleration of vesting for 6,740 restricted stock units are offered as inducement.
F5 reported fourth-quarter fiscal 2024 revenue of $747 million, up 6% from a year earlier, and guided to fiscal 2025 revenue growth of 4% to 5%. The company also named Edward Cooper Werner as executive vice president and chief financial officer, succeeding Frank Pelzer, and the board authorized an additional $1 billion for share repurchases. For shareholders, reported quarterly profit and earnings per share both rose, and finance leadership is changing.
Q4 fiscal 2024 revenue $747 million vs. $707 million a year earlier; software revenue up 19% to $228 million.
Q4 GAAP EPS $2.80 vs. $2.55; non-GAAP EPS $3.67 vs. $3.50.
Fiscal 2025 guidance: revenue growth of 4% to 5% and non-GAAP EPS growth of 5% to 7%.
Board added $1 billion to the buyback program on October 25, 2024; Werner's base salary is $500,000, effective after the 10-K filing.
F5, Inc. appointed two new directors, Maya McReynolds and Julie Gonzalez, effective October 10, 2024, both to serve on the Audit Committee. The filing describes standard non-employee director pay and a planned restricted stock unit grant, and it reports no change to financial results or guidance.
Maya McReynolds, 53, is CFO of Client Solutions Group at Dell Technologies, Inc.
Julie Gonzalez, 43, is Senior Vice President, Business Finance at Workday, Inc.
Both directors will receive a $60,000 annual retainer and a $20,000 annual Audit Committee payment.
F5's board expands to 12 members, 11 of whom are independent.
F5 appointed Tom Fountain as Chief Operating Officer and Chad Whalen as Chief Revenue Officer, both effective August 30, 2024, and is combining sales and marketing under Whalen. Chief Product Officer Kara Sprague will leave in November 2024 to become CEO of a private technology company, and F5 has launched an external search for her replacement. The filing contains no financial results or guidance, so it does not state any near-term financial effect.
Tom Fountain appointed Chief Operating Officer, effective August 30, 2024; he previously served as Executive Vice President of Global Services and Chief Strategy Officer
Chad Whalen named Chief Revenue Officer, effective August 30, 2024; he previously served as Executive Vice President of Worldwide Sales
Kara Sprague, Executive Vice President and Chief Product Officer, will resign effective November 2, 2024; F5 has launched an external search for her replacement
Kunal Anand becomes Chief Technology and AI Officer, with responsibility for company-wide AI strategy
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