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Jun 30, 2023

F5 Q3 2023 Earnings Report

F5's third quarter revenue grew, gross margin improved, and EPS exceeded guidance.

Key Takeaways

F5 reported a 4% increase in third-quarter revenue compared to the previous year, reaching $703 million. The company's earnings per share were well above the high end of their guidance range. They are seeing some early signs of demand stabilization.

Third quarter revenue grew 4% year-over-year to $703 million.

GAAP gross profit was $561 million, with a gross margin of 79.8%.

GAAP net income was $89 million, or $1.48 per diluted share.

Non-GAAP net income was $194 million, or $3.21 per diluted share.

Total Revenue
$703M
Previous year: $674M
+4.2%
EPS
$3.21
Previous year: $2.57
+24.9%
Gross Profit
$561M
Previous year: $544M
+3.2%
Cash and Equivalents
$677M
Previous year: $542M
+25.0%
Free Cash Flow
$150M
Previous year: $62.1M
+141.7%
Total Assets
$5.12B
Previous year: $5.02B
+1.9%

F5

F5

F5 Revenue by Segment

Forward Guidance

For the fourth quarter of fiscal year 2023, F5 expects to deliver revenue in the range of $690 million to $710 million, with non-GAAP earnings in the range of $3.15 to $3.27 per diluted share.