F5 raised its FY2026 revenue growth outlook to approximately 9%-10%, with Q4 revenue guided to $870 million-$890 million.
F5 changed its long-term hardware outlook and now expects hardware revenue to grow for the next few years.
F5 expects software revenue to return to solid double-digit growth in FY2027.
F5 is commercializing its NVIDIA BlueField-integrated traffic management through AI factory proof-of-concepts and trials.
F5 acquired SurePath AI and launched an AI security platform aimed at securing AI models, agents, and discovery.
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