Thread regarding F5 Networks Inc. layoffs

More layoff?

In recent quarter earning call, FLD said

"we expect our FY ‘24 revenue will be flat to down low-single-digits from FY ‘23"
and
"We are also targeting FY ‘24 non-GAAP EPS growth of 5% to 7%,"

In order to increase EPS, E should increase and(or) S should decrease.

  1. Increase earning. earning=rev-cost, if rev is flat or decline, cost needs to be reduced more than rev decline
  2. And(or) reduce shares through buy back which is price manipulation. No impact on anything other than make EPS looks good by burning available cash

Buckle up, sacrifices are needed to hit EPS target FY24.

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| 1511 views | | 5 replies (last November 3, 2023) | Reply
Post ID: @OP+1phWHHLH

5 replies (most recent on top)

"Which product lost their development staff?"

NGINX. Management tried to convince all during the All Hands that laying off 120 people is not a RIF. The "Human First" and "Ridiculously Easy" BS is getting more laughable.

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Post ID: @8pvm+1phWHHLH

120 sounds like appetizers. It will be a long way to go this FY2024.

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Post ID: @7ran+1phWHHLH

Which product lost their development staff?

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Post ID: @7mhv+1phWHHLH

They just fired 120 people from the Product Org. It is a "ridiculously easy" way to "free up resources to accelerate work on higher-priority efforts."

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Post ID: @6cmp+1phWHHLH

Whatever. This is just more FUD.

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Post ID: @vnm+1phWHHLH

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