AI brief of an SEC Form 8-K · F5 (FFIV)

F5 Q4 revenue rises 8% to $810 million; FY26 revenue guidance is 0% to 4%

Mixed Impact 4 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyF5 (FFIV)
Form8-K, current report
Filed with the SECOct 27, 2025, 4:17 PM ET
Accession number0001048695-25-000153

Items reported: 2.02 Results of Operations5.02 Director / Officer Change

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 12:42 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on October 27, 2025.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.