F5 Inc at Barclays Global Technology Conference Transcript

Dec 10, 2025 / 07:00PM GMT
Release Date Price: MXN4932
Tim Long
Barclays Services Corp - Equity Analyst

All right. Thank you, everybody, for joining. Tim Long here, IT hardware, comm equipment analyst at Barclays. Very happy to have F5 with us today. Thanks, guys, for coming.

Cooper Werner, CFO; and Tom Fountain, EVP, COO. Crazy time. So I really appreciate you guys taking the time here.

Questions & Answers

Tim Long
Barclays Services Corp - Equity Analyst

So maybe let me just start off with some of the hotter topics, and then we'll kind of dig a little bit deeper, and you guys could chop them up how you like. So obviously, a lot about the breach that happened. So you've talked a little bit about it, but if you could just maybe go over again kind of what the customer and feedback has been thus far? And any color on specific areas? I know it was a part of the guidance change a little bit last quarter.

So any way you could couch that for us? And curious if there's been any benchmarking around when this seems to be happening with a lot of companies these days. So curious what you've

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