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Mar 31, 2021

F5 Q2 2021 Earnings Report

Delivered second consecutive quarter of double-digit revenue growth with 19% GAAP and 18% Non-GAAP product revenue growth.

Key Takeaways

F5's Q2 FY21 shows strong financial performance with an 11% increase in GAAP revenue, driven by significant growth in product revenue, particularly in software and systems. The company is benefiting from the increasing reliance on applications and the acceleration of digital transformation.

GAAP revenue was $645 million, up 11% year-over-year.

Non-GAAP product revenue grew by 18%, fueled by 20% software revenue growth and 17% systems revenue growth.

GAAP net income was $43 million, or $0.70 per diluted share.

Non-GAAP net income was $155 million, or $2.50 per diluted share.

Total Revenue
$645M
Previous year: $583M
+10.6%
EPS
$2.5
Previous year: $2.23
+12.1%
Gross Profit
$517M
Previous year: $482M
+7.2%
Cash and Equivalents
$532M
Previous year: $573M
-7.1%
Free Cash Flow
$119M
Previous year: $169M
-29.4%
Total Assets
$4.52B
Previous year: $4.44B
+1.8%

F5

F5

F5 Revenue by Segment

Forward Guidance

For the third quarter of fiscal year 2021 ending June 30, 2021, F5 expects to deliver revenue in the range of $620 million to $650 million, with non-GAAP earnings in the range of $2.36 to $2.54 per diluted share.