Thread regarding F5 Networks Inc. layoffs

Why Is F5 Not Exciting?

  1. Long-Term Revenue Growth Disappoints
  2. Declining Billings Reflect Product and Sales Weakness
  3. Long Payback Periods Delay Returns

"F5’s recent customer acquisition efforts haven’t yielded returns as its CAC payback period was negative this quarter, meaning its sales and marketing investments outpaced its revenue. The company’s inefficiency indicates it operates in a highly competitive environment where there is little differentiation between F5’s products and its peers.
F5 isn’t a terrible business, but it doesn’t pass our quality test."

https://finance.yahoo.com/news/three-reasons-why-ffiv-risky-090917760.html

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| 991 views | | 7 replies (last January 19, 2025) | Reply
Post ID: @OP+1jhrh1td1

7 replies (most recent on top)

I sum up F5 in one word

BORING

Why else would they hire a Chief innovation officer?

Duh no new products and the ones they have are buggy

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Post ID: @kk+1jhrh1td1

This article is one day off from the original article mentioned: https://finance.yahoo.com/news/heres-why-f5-networks-ffiv-144510171.html

Isn’t investing advice great?!

Manage your own money. Read more than a dozen articles and look at the data before trading. That’s my advice.

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Post ID: @fr+1jhrh1td1

For every negative article about anything, you can find the opposite:

https://simplywall.st/stocks/us/tech/nasdaq-ffiv/f5/news/with-eps-growth-and-more-f5-nasdaqffiv-makes-an-interesting/amp

Quoting one article is sort of meaningless in business or anything else. What’s the consensus say?

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Post ID: @bb+1jhrh1td1

“F5 isn't exciting as there are no new products and the only strategy that exists is to have semi annual RIFs ro shore up all the financial numbers”

Business isn’t meant to be exciting for employees. Stockholders are more excited lately and that’s what drives decision making in business. Nothing else matters. Whatever is happening in the last 6 months, the market is reacting positively to it - like it or not. Maybe failed acquisitions limiting new ones and RIFs are the secret sauce. Get ready for more of it.

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Post ID: @ba+1jhrh1td1

FFIV up 49% in last year
that’s not exciting?
what is exciting to Yahoo? being sold and then being sold again 4 years later?

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Post ID: @b9+1jhrh1td1

F5 isn't exciting as there are no new products and the only strategy that exists is to have semi annual RIFs ro shore up all the financial numbers

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Post ID: @b8+1jhrh1td1

Yahoo Finance? Seriously? As critical as I am of FFIV, I’d rather stick a fork in my eye before routinely reading Yahoo Finance.

Some investments are not “exciting” and they are still worthwhile investments. I’m not saying FFIV is a worthwhile investment, but using “exciting” as a reason to invest? Way to go Yahoo Finance, way to go.

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Post ID: @az+1jhrh1td1

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