Q3 2026 F5 Inc Earnings Call Transcript
Key Points
- F5 Inc (FFIV) reported 19% product revenue growth, contributing to an overall 11% total revenue growth for the quarter.
- The company has experienced eight consecutive quarters of double-digit product growth, indicating strong market alignment.
- F5 Inc (FFIV) is capitalizing on the growing demand for application security and delivery, driven by the rise of AI-powered applications.
- The company is strategically positioned at the intersection of hybrid multi-cloud adoption, expanding threat landscapes, and AI inference inflection.
- F5 Inc (FFIV) raised its fiscal year 2026 revenue growth outlook to approximately 9% to 10%, up from the previous 7% to 8%.
- APAC revenue was down 11% year-over-year, indicating regional challenges despite overall growth.
- The company faces a dynamic pricing environment for memory and storage components, which could impact future gross margins.
- F5 Inc (FFIV) is not updating its FY27 gross margin guidance due to uncertainties in component cost fluctuations.
- The renewal cohort from 2023 was not strong, impacting software revenue growth expectations for the current year.
- There is a potential risk of increased component costs, which could affect future financial performance.
Good afternoon, and welcome to the F5 Inc. third quarter fiscal 2026 financial results conference call.(Operator Instructions) Also, today's conference is being recorded. If anyone has any objections, please disconnect at this time. I'll now turn the call over to Ms. Suzanne DuLong. Ma'am you may begin.
Hello, and welcome. I'm Suzanne DuLong, F5's Vice President of Investor Relations. We are here to discuss our third quarter fiscal year 2026 financial results. Francois Locoh-Donou, F5's Chairman, President and CEO; and Cooper Werner, F5's Executive Vice President and CFO, will be making prepared remarks on today's call. Other members of the F5 executive team are also here to answer questions during the Q&A session.
Today's press release is available on our website at f5.com, where an archived version of today's audio will be available through October 26, 2026. We will post the slide deck accompanying today's webcast to our IR site following this call. To access the replay of today's
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