Every material Form 8-K F5 filed with the SEC in 2025, 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 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.
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every F5 filing is on SEC EDGAR ↗. 8-K briefs of other companies →