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Jun 30, 2024

F5 Q3 2024 Earnings Report

Delivered third quarter revenue at the top end of guidance range, fueled by software growth and continued growth of global services offerings. Earnings per share were also well above the high end of guidance due to continued operating discipline.

Key Takeaways

F5 reported strong Q3 FY24 results, with revenue at the top end of its guidance range, driven by software growth and global services. The company is raising its earnings growth expectations for the year, expecting approximately 12% non-GAAP earnings per share growth compared to fiscal year 2023.

Q3 revenue totaled $695 million, compared to $703 million in the third quarter of fiscal year 2023.

Software revenue grew 3% year-over-year to $179 million.

Global services revenue increased 3% year-over-year to $387 million.

GAAP EPS was $2.44, compared to $1.48 in the third quarter of fiscal year 2023.

Total Revenue
$695M
Previous year: $703M
-1.0%
EPS
$3.36
Previous year: $3.21
+4.7%
Gross Profit
$559M
Previous year: $561M
-0.4%
Cash and Equivalents
$935M
Previous year: $677M
+38.0%
Free Cash Flow
$153M
Previous year: $150M
+2.0%
Total Assets
$5.41B
Previous year: $5.12B
+5.8%

F5

F5

F5 Revenue by Segment

Forward Guidance

For the fourth quarter of fiscal year 2024, F5 expects to deliver revenue in the range of $720 million to $740 million, with non-GAAP earnings in the range of $3.38 to $3.50 per diluted share. F5 now expects fiscal year 2024 revenue toward the top end of its prior expectations, at approximately $2.8 billion. They now expect to deliver approximately 12% non-GAAP earnings per share growth compared to fiscal year 2023.

Positive Outlook

  • Revenue in the range of $720 million to $740 million.
  • Non-GAAP earnings in the range of $3.38 to $3.50 per diluted share.
  • Fiscal year 2024 revenue toward the top end of its prior expectations, at approximately $2.8 billion.
  • Approximately 12% non-GAAP earnings per share growth compared to fiscal year 2023.