$FFIV blames the recent breach for weak guidance, but the real story looks secular. Hyperscalers are commoditizing load balancing, and $NET / $AKAM are squeezing F5’s security edge. 1q rev growth turning negative, FY26 EPS down mid-singles. Stock -5% AH.
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@em and has nothing to show for it. We are doomed
CEO was appointed as its next board chair, Alan Higginson to Retire in March 2026.
François Locoh-Donou is the CEO of F5. He has been the CEO for over eight years and also holds the title of President and Director. In addition to his role at F5, he serves as a board member for Capital One.
@a5 Of course they didn't answer any questions it obviously wasn't their fault
@a5 “ And we were very impressed, frankly, with the speed with which our customers have normalized resources to be able to make these upgrades and put them in production fairly rapidly. So the impact really on them was having [to mobilize] resources to do that work shortly after our disclosure” - FLD (https://www.gurufocus.com/news/3163320/q4-2025-f5-inc-earnings-call-transcript)
Engineers note that you are nothing more than a RESOURCE. Disposable peace of equipment, a row in a spreadsheet.
Is it just me or did $FFIV try to avoid answering any questions about the cyber breach yesterday over earnings?
$FFIV-- MISS AND CUT OUTLOOK. BELOW 200 COMING. DEAD MONEY FOR COUPLE OF QTRS. CEO CAUTIOUS AND INSIDER SELLING