{"url":"https://newsforagent.com/news/2026-10-26/f5-earnings-revenue-growth","markdown_url":"https://newsforagent.com/news/2026-10-26/f5-earnings-revenue-growth.md","title":"F5 Earnings Due as Revenue Grew 10.9% to $865.1 Million","headline":"F5 to Report Earnings Tuesday After $865.1 Million Quarter and 10.9% Growth","description":"F5 reports earnings Tuesday after revenue of $865.1 million, up 10.9% year on year, with analysts expecting 9.3% growth this quarter.","section":"Earnings & Results","published_at":"2026-10-26T04:01:10+00:00","modified_at":"2026-10-26T04:01:10+00:00","author":"News Desk","key_takeaways":["F5 will announce earnings on Tuesday afternoon, after reporting revenue of $865.1 million in its last quarter, up 10.9% year on year.","Analysts expect F5 revenue to grow 9.3% year on year this quarter, in line with the 8.5% increase in the same quarter last year.","F5 serves more than 80% of the Fortune 500 through BIG-IP, NGINX and Distributed Cloud Services."],"companies":[{"name":"F5","is_primary":true,"profile_url":"https://akta.pro/company-profiles/0002bhv/f5","website":"https://www.f5.com"}],"source":{"publisher":"TradingView","title":"F5 (FFIV) reports Q3: everything you need to know ahead of earnings","url":"https://www.tradingview.com/news/stockstory:b44edc95e094b:0-f5-ffiv-reports-q3-everything-you-need-to-know-ahead-of-earnings/"},"other_sources":[],"tags":["Earnings & Results","F5"],"body_markdown":"[F5](https://akta.pro/company-profiles/0002bhv/f5) will announce earnings on Tuesday afternoon, after reporting revenue of $865.1 million in its last quarter, up 10.9% year on year, according to [TradingView](https://www.tradingview.com/news/stockstory:b44edc95e094b:0-f5-ffiv-reports-q3-everything-you-need-to-know-ahead-of-earnings/). The application security provider beat analysts' revenue expectations in that quarter, with a solid beat of billings estimates and an impressive beat of adjusted operating income estimates.\n\n## F5's Last Quarter and Analyst Expectations\n\nF5's revenue of $865.1 million marked a 10.9% increase from the same quarter a year earlier. The company also exceeded analysts' billings estimates and adjusted operating income estimates in that period.\n\nFor the coming quarter, the market expects F5's revenue to grow 9.3% year on year, in line with the 8.5% increase it recorded in the same quarter last year. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business will stay the course heading into earnings. F5 has a history of exceeding Wall Street's expectations.\n\nF5 is the first among its peers to report earnings this season, leaving no other software development stock results to indicate how the quarter may unfold. Investor sentiment in the segment has been positive, with share prices up 14% on average over the last month, while F5 is up 4.1% during the same time.\n\n## F5's AI Security Platform and Acquisitions\n\nF5 is a public application delivery and security platform company serving more than 80% of the Fortune 500 with BIG-IP, NGINX, and Distributed Cloud Services across hybrid multicloud and AI environments, according to [akta.pro company records](https://akta.pro/company-data). The company acquired SurePath AI in June 2026 to add network-based AI discovery and shadow AI detection capabilities, integrating into F5's Application Delivery and Security Platform. In the same month, F5 launched the F5 AI Security Platform alongside the acquisition, integrating AI discovery, AI Red Team from CalypsoAI, and AI Guardrails into a continuous discovery-testing-enforcement loop for enterprise AI applications, models, agents, and APIs. F5 and Equinix also announced a strategic collaboration in June 2026 to link F5 AI Guardrails with Equinix Distributed AI Hub, creating a unified control layer for AI interactions across more than 280 Equinix data centers for hybrid and multicloud AI deployments.\n\n## Telenor and Indosat Partnerships\n\nIn October 2026, F5 announced that Telenor AI Factory selected F5 BIG-IP Next for Kubernetes as an intelligent AI service plane for its NVIDIA-powered sovereign AI infrastructure, Stock Titan reported. Indosat and F5 are combining their platforms to offer a single AI service for enterprises, covering model routing, security, and consumption controls, with local processing tiers for data residency targeting sectors like banking and government, Fierce-network reported. F5 and Juniper Networks also released patches for critical-severity remote code execution vulnerabilities across their products, EIN Presswire reported.\n\n## F5's Tuesday Earnings Call\n\nF5 is expected to announce Q4 2026 earnings on Tuesday, October 27th, with analysts projecting EPS of $4.26 and revenue of $884.03 million, MarketBeat reported. The company's Q4 guidance is 4.140-4.260 EPS and FY 2026 guidance is 17.210-17.330 EPS.\n","publisher":{"name":"News for Agent","url":"https://newsforagent.com"}}