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Jun 30, 2025
F5 Q3 2025 Earnings Report
F5 reported strong third quarter results with double-digit revenue growth and robust product demand.
Key Takeaways
F5 delivered strong Q3 performance, driven by 26% product revenue growth and higher operating leverage, reflecting customer demand in hybrid multicloud and AI-driven environments.
Revenue reached $780 million, up from $695 million a year ago.
Product revenue grew 26%, with systems revenue up 39%.
GAAP EPS was $3.25, while non-GAAP EPS came in at $4.16.
Net income rose to $190 million from $144 million year-over-year.
Revenue by Segment
Forward Guidance
F5 expects Q4 FY25 revenue between $780M and $800M and improved full-year guidance with higher EPS and revenue growth expectations.
Positive Outlook
- Raised full-year revenue growth guidance to ~9%
- Increased full-year non-GAAP EPS growth guidance to 14%-15%
- Expecting continued tech refresh demand
- Customer adoption of hybrid multicloud and AI continues to grow
- Strong demand across Application Delivery and Security Platform
Challenges Ahead
- Does not provide GAAP EPS guidance due to variability in excluded items
- Q4 guidance implies flat to modest sequential revenue growth
- Persistent macroeconomic uncertainties
- Ongoing restructuring and facility exit costs may persist
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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