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Mar 31, 2020

F5 Q2 2020 Earnings Report

F5's revenue increased driven by software growth and the company reported GAAP EPS of $1.00 and non-GAAP EPS of $2.23.

Key Takeaways

F5 Networks reported a 7% increase in GAAP revenue for the second quarter of fiscal year 2020, reaching $583.4 million. The company's non-GAAP revenue was $585.6 million, with a significant 96% growth in software revenue. GAAP net income was $61.4 million, or $1.00 per diluted share, while non-GAAP net income was $135.9 million, or $2.23 per diluted share.

GAAP revenue increased by 7% year-over-year, reaching $583.4 million.

Non-GAAP revenue also increased by 7% year-over-year, totaling $585.6 million.

Software revenue grew by 96% compared to the previous year.

GAAP net income was $61.4 million, or $1.00 per diluted share.

Total Revenue
$583M
Previous year: $545M
+7.1%
EPS
$2.23
Previous year: $2.57
-13.2%
Gross Profit
$482M
Previous year: $457M
+5.6%
Cash and Equivalents
$573M
Previous year: $727M
-21.2%
Free Cash Flow
$169M
Previous year: $165M
+2.5%
Total Assets
$4.44B
Previous year: $2.99B
+48.5%

F5

F5

F5 Revenue by Segment

Forward Guidance

For the third quarter of fiscal year 2020, F5 expects to deliver both GAAP and non-GAAP revenue in the range of $555 million to $585 million with non-GAAP earnings in the range of $1.91 to $2.13 per diluted share.

Revenue & Expenses

Visualization of income flow from segment revenue to net income