F5, Inc. · FFIV · Next earnings

F5, Inc. reports Monday, Oct 26, 2026

FFIV reports after market close with consensus EPS at $4.24 and revenue at $884.0M. Last quarter: F5 Beats Q2 Estimates, Raises FY26 Outlook on AI Inference and Security Demand

Reports After market close36 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $4.24 Calendar consensus
Consensus revenue $884.0M Calendar consensus
Report date Oct 26, 2026 Monday, date estimated
Session After market close 36 days away

Where FFIV left off: FY2026 Q2

Full report

F5 Beats Q2 Estimates, Raises FY26 Outlook on AI Inference and Security Demand

EPS surprise +12.7% Reported $3.90 vs $3.46
Revenue surprise +3.6% Reported $811.7M vs $783.8M
Stock move +8.0% Event window
Subsequent drift +16.8% Up to 20 sessions

FY2026 revenue growth guidance was raised from 5-6% to 7-8%, marking the second consecutive quarter of increases. The Q2 raise reflects stronger-than-expected product demand and early traction in AI-related sales. Memory cost pressures were flagged as a potential headwind to margins in Q3-Q4, but the improved revenue outlook signals management's confidence in demand durability.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Rising memory and component costs could compress gross margins in H2 FY2026.
  • Supply-chain constraints on memory and DDR technology may limit hardware availability.
  • Accelerating AI attack surface requires rapid security innovation to stay competitive.
  • Software revenue growth remains below systems growth, raising questions about mix durability.
  • Potential deceleration in H2 relative to strong H1 performance.

Questions analysts left open

  • Why software growth remains mid-single-digit despite strong hardware performance.
  • Lack of granular AI revenue metrics, customer counts, and pricing benchmarks.
  • Impact of memory pricing on future margins and whether price increases will be passed through.
  • Progress on NVIDIA partnership and DPU-based product roadmap.
  • Geographic mix of growth, especially limited U.S. contribution to AI sales.

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Recent FFIV quarters

All FFIV earnings
+8.0%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

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.