Cybersecurity
F5
An application delivery and security company whose ADSP platform secures and delivers enterprise applications, expanding into AI inference acceleration and securing AI agent commerce as demand for AI-powered security solutions grows. F5 reported Q2 2026 total revenue of $812 million (up 11% year-over-year), with product revenue growth of 22% and systems revenue up 26%, prompting the company to raise its full-year fiscal 2026 revenue growth guidance from 0-4% to 5-6% as it expanded its NVIDIA integration in March.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
3 sources · 1 government/SEC filing · 83% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — F5, Inc. FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- Investing.com / F5 Q2 2026 earnings materials — F5 Q2 2026 revenue up 11% to $812M as AI security demand drives product growth78% source confidence
- Investing.com (F5 Q1 FY2026 earnings materials) — F5 raises FY2026 guidance after Q1 systems revenue grows 37% on AI infrastructure demand76% source confidence
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What F5 depends on below, and who depends on F5 above — click any node to make it the new center, 2 levels deep.
Connection type
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The Story So Far
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.