F5, Inc. · FFIV · Next earnings

F5, Inc. reports Tuesday, Jan 26, 2027

FFIV reports after market close with consensus EPS at $4.34 and revenue at $886.4M. Last quarter: F5: AI security momentum supports FY27 growth plan, with spending rising

Reports After market close83 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $4.34 Calendar consensus
Consensus revenue $886.4M Calendar consensus
Report date Jan 26, 2027 Tuesday, date estimated
Session After market close 83 days away

Where FFIV left off: FY2026 Q4

Full report

F5: AI security momentum supports FY27 growth plan, with spending rising

EPS surprise +3.8% Reported $4.42 vs $4.26
Revenue surprise +3.8% Reported $917.4M vs $884.0M
Stock move -0.5% Event window
Subsequent drift 0.0% Up to 20 sessions

Management maintained a FY27 outlook for 8%-9% revenue growth, double-digit product growth, and a 33%-35% non-GAAP operating margin.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Supply-chain constraints and higher memory and storage costs could pressure gross margins.
  • Continued growth depends on hybrid multi-cloud adoption and AI-inference spending.
  • A faster threat environment could increase vulnerability-remediation demands and execution pressure.
  • EU AI Act, data-sovereignty, and financial-sector compliance requirements may affect deployments.

Questions analysts left open

  • The size and timing of the addressable AI market and the pace of bookings growth.
  • Higher operating expenses in Q4 and Q1 as F5 expands AI-security sales and marketing.
  • Potential second-half deceleration in systems revenue as refresh activity evolves.
  • The mix of term renewals versus new SaaS ARR within software growth.

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Recent FFIV quarters

All FFIV earnings
-0.5%FY2026 Q4-1.1%FY2026 Q3+8.0%FY2026 Q2+8.1%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q4

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.