F5, Inc. at Goldman Sachs Communacopia + Technology Conference Transcript

Sep 09, 2026 / 05:10PM GMT
Michael Ng
Goldman Sachs International - Analyst

Great, good morning, everybody. Welcome to the F5 fireside chat at the Goldman Sachs Communacopia and Technology Conference. My name is Mike Ng, and I cover F5 in Comtech here at Goldman. It's my great privilege to welcome Cooper Werner, who is F5's CFO; and Tom Fountain, who is F5's COO.

Thank you both for joining us here today. It's an absolute pleasure.

Edward Werner
F5, Inc. - Chief Financial Officer, Executive Vice President

Thanks for having us.

Questions & Answers

Michael Ng
Goldman Sachs International - Analyst

Great. To start off, I was just wondering if you could hit a big picture strategic question. At the Analyst Day, the company highlighted several technology mega trends, the growing adoption of hybrid multi-cloud, the expanding threat landscape, growing demand for AI entrants.

All of these things are driving demand for F5's ADC products or performance tools. Would you talk a little bit more about what you see as the key

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