- Q2 2024 F5 Inc Earnings Call TranscriptApr 29, 2024€168.8 (-0.85%)Earnings
- F5, Inc. - Special Call TranscriptFeb 08, 2024
- Q1 2024 F5 Inc Earnings Call TranscriptJan 29, 2024€169.25 (-0.18%)Earnings
- F5, Inc. - Special Call TranscriptJan 18, 2024
- F5 Inc at Barclays Global Technology Conference TranscriptDec 07, 2023
- F5 Inc at Needham Virtual Tech Week Conference TranscriptNov 14, 2023
- Q4 2023 F5 Inc Earnings Call TranscriptOct 24, 2023€138.95 (+0.58%)Earnings
- F5 Inc at Piper Sandler Growth Frontiers Conference TranscriptSep 12, 2023
- F5 Inc at Goldman Sachs Communacopia + Technology Conference TranscriptSep 07, 2023
- Q3 2023 F5 Inc Earnings Call TranscriptJul 24, 2023€135.3 (+1.46%)Earnings
- F5 Inc at Bank of America Global Technology Conference TranscriptJun 08, 2023
- Q2 2023 F5 Inc Earnings Call TranscriptApr 19, 2023€129.2 (-2.31%)Earnings
- F5 Inc at Morgan Stanley Technology, Media & Telecom Conference TranscriptMar 08, 2023
- Q1 2023 F5 Inc Earnings Call TranscriptJan 24, 2023€135.44 (+2.59%)Earnings
- F5 Inc at Barclays Global Technology, Media and Telecommunications Conference TranscriptDec 07, 2022
- F5 Inc at Needham Security, Networking & Communications Conference (Virtual) TranscriptNov 15, 2022
- Q4 2022 F5 Inc Earnings Call TranscriptOct 25, 2022€149.86 (+0.38%)Earnings
- F5 Inc at Goldman Sachs Communacopia + Technology Conference TranscriptSep 15, 2022
- F5 Inc at Piper Sandler Global Growth Frontiers Conference TranscriptSep 13, 2022
- Q3 2022 F5 Inc Earnings Call TranscriptJul 25, 2022€149.96 (-1.90%)Earnings
- F5 Inc at Bank of America Global Technology Conference TranscriptJun 09, 2022
- F5 Inc at JPMorgan Global Technology, Media & Communications Conference TranscriptMay 24, 2022
- Q2 2022 F5 Inc Earnings Call TranscriptApr 26, 2022€188.6 (+1.47%)Earnings
- F5 Inc at Morgan Stanley Technology, Media, and Telecom Conference (Virtual) TranscriptMar 09, 2022
- Q1 2022 F5 Inc Earnings Call TranscriptJan 25, 2022€198.25 (+2.56%)Earnings
- F5 Inc at Barclays Global Technology, Media and Telecommunications Conference (Virtual) TranscriptDec 08, 2021
- F5 Inc at Credit Suisse Technology, Media & Telecom Conference TranscriptNov 30, 2021
- F5 Inc at RBC Capital Markets Global Technology, Internet, Media and Telecommunications Conference (Virtual) TranscriptNov 16, 2021
- Q4 2021 F5 Networks Inc Earnings Call TranscriptOct 26, 2021€175.75 (-1.49%)Earnings
- F5 Networks Inc at Piper Sandler Global Technology Conference (Virtual) TranscriptSep 13, 2021
- Q3 2021 F5 Networks Inc Earnings Call TranscriptJul 26, 2021€163.25 (+0.46%)Earnings
- F5 Networks Inc at Bank of America Global Technology Conference (Virtual) TranscriptJun 08, 2021
- Q2 2021 F5 Networks Inc Earnings Call TranscriptApr 27, 2021€173.15 (-0.14%)Earnings
- F5 Networks Inc Annual Shareholders Meeting TranscriptMar 11, 2021
- F5 Networks Inc at Morgan Stanley Technology, Media and Telecom Conference (Virtual) TranscriptMar 02, 2021
- F5 Networks Inc at Goldman Sachs Technology and Internet Conference (Virtual) TranscriptFeb 10, 2021
- Q1 2021 F5 Networks Inc Earnings Call TranscriptJan 26, 2021€170.45 (+0.29%)Earnings
- F5 Networks Inc to Acquire Volterra Inc M&A Call TranscriptJan 07, 2021
- F5 Networks Inc at Barclays Global Technology, Media and Telecommunications Conference (Virtual) TranscriptDec 10, 2020
- F5 Networks Inc at Credit Suisse Technology Conference (Virtual) TranscriptDec 02, 2020
- F5 Networks Inc Analyst and Investor Meeting TranscriptNov 18, 2020
- Q4 2020 F5 Networks Inc Earnings Call TranscriptOct 26, 2020€106 (-0.93%)Earnings
- F5 Networks Inc at Citi Global Technology Conference (Virtual) TranscriptSep 09, 2020
- F5 Networks Inc at KeyBanc Capital Markets Future of Technology Series (Virtual) TranscriptAug 18, 2020
- Q3 2020 F5 Networks Inc Earnings Call TranscriptJul 27, 2020€130 (-2.26%)Earnings
- F5 Networks Inc at Bank of America Merrill Lynch Global Technology Conference (Virtual) TranscriptJun 02, 2020
- F5 Networks Inc at JPMorgan Technology, Media and Communications Conference (Virtual) TranscriptMay 12, 2020
- Q2 2020 F5 Networks Inc Earnings Call TranscriptApr 27, 2020€118 (+0.85%)Earnings
- F5 Networks Inc Annual Shareholders Meeting TranscriptMar 12, 2020
- Q1 2020 F5 Networks Inc Earnings Call TranscriptJan 27, 2020€119 (-2.46%)Earnings
- F5 Networks Inc to Acquire Shape Security - M&A Call TranscriptDec 19, 2019
- F5 Networks Inc at Credit Suisse Technology, Media & Telecom Conference TranscriptDec 03, 2019
- Q4 2019 F5 Networks Inc Earnings Call TranscriptOct 23, 2019€124 (-1.59%)Earnings
- F5 Networks Inc at KeyBanc Capital Markets Tech Leadership Forum TranscriptAug 13, 2019
- Q3 2019 F5 Networks Inc Earnings Call TranscriptJul 24, 2019€132.12 (+0.82%)Earnings
- F5 Networks Inc at Bank of America Merrill Lynch Global Technology Conference TranscriptJun 04, 2019
- F5 Networks Inc at JPMorgan Global Technology, Media and Communications Conference TranscriptMay 14, 2019
- Q2 2019 F5 Networks Inc Earnings Call TranscriptApr 24, 2019€147.98 (+1.25%)Earnings
- F5 Networks Inc Annual Shareholders Meeting TranscriptMar 14, 2019
- F5 Networks Inc Acquires NGINX to Bridge NetOps and DevOps - M&A Call TranscriptMar 11, 2019
- Q1 2019 F5 Networks Inc Earnings Call TranscriptJan 23, 2019€138.85 (+0.08%)Earnings
F5 Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript
All right. As we get everybody up on stage, I'll read a sort of disclosure. For important disclosures, please see the Morgan Stanley research disclosures website at morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative.
Welcome, everybody. I'm Meta Marshall. I cover the networking space here at Morgan Stanley. We're delighted to have F5 Networks here with us today, Frank Pelzer, CFO; and Kara Sprague, EVP and GM of App Delivery and Enterprise. My record of nailing last names is continuing.
Questions & Answers
So all right, over the past few years, F5, it's had a bit of a renaissance, not only from -- internally within the portfolio. But also just as ADCs went from being viewed as mature to kind of being viewed as a very relevant market. So what -- maybe just like remind investors like what has kind of caused this resurgence of the core ADC?
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