F5, Inc.

Company facts

Industry

Computer Communications Equipment

Headquarters

Seattle, Washington

Most recent report

10-Q, filed Aug 6, 2026

Incorporated

Washington

Filings on record

1,001+ filings

On EDGAR

CIK 1048695

Fiscal year ends

September

Filer status

Large accelerated filer

What to read: Jun 2026 10-Q

SECSift found 3 of 12 sections worth reading, with 2 positive, 3 notable, and 4 negative flags.

• Financial Statements (Item 1)

  New litigation, cyber costs, acquisition, and strong financials all in one filing.
  Negative

  • Securities class action and derivative lawsuits allege false statements about cybersecurity; amended complaint filed May 2026.
  • Cyber incident response costs $26.5M for nine months ended June 30, 2026; $5.3M insurance recovered.
  • Two distributor customers each >10% of revenue; Customer B reached 23.1% for nine months.

• Management's Discussion (Item 2)

  Detailed quarterly results, cyber incident costs, and distributor concentration disclosed.
  Positive

  • Operating cash flow for nine months was $841.4M, up from $525.1M at six-month mark.
  • Systems revenue jumped 32.4% in Q3 2026 to $239.5M, driven by customer demand.
  Notable

  • R&D and G&A costs rose partly due to $10.2M and $15.3M in professional fees from Cyber Incident.
  • Buybacks used $501.1M in cash during the nine months, up from $401.1M at six months.

• Risk Factors (Item 1A)

  New risk factors: Cyber Incident cited, AI risks added; specific to F5 this period.
  Notable

  • New risk factor on AI covers competitive disruption, regulatory costs, and potential liability.
  Negative

  • Company experienced a past Cyber Incident; risk factor warns of ongoing material impact.

What changed: Jun 2026 vs. Mar 2026

About 18% of FFIV's Jun 2026 10-Q is new information. 38 paragraphs were added, 95 changed, and 16 removed. Below are the most important lines SECSift identified.

• Item 1 33
• Item 2 25
• Item 1A 23
• Item 6 12
• Item 5 3
• Item 4 2
• Item 3 1