Strategic Intelligence Report
Generated July 30, 2026
Cybersecurity
F5
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
0
Chokepoint Score
no direct dependencies recorded in the graph
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
Seattle, Washington, USA
Website
Employees
6,578 (FY2025 10-K (ended Sept 30, 2025))
Founded
1996
Listing
FFIV · NASDAQ
Market Cap
$22.93B
Revenue (TTM)
$3.31B
Price
USD403.46 (-1.29%)
Market data as of Jul 29, 2026, 11:25 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
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.
Dependency Map
One hop in each direction — see Strategic Connections below for the full, sourced breakdown of every relationship.
Strategic Connections
Dependency
- NVIDIA: F5 expanded its integration with NVIDIA in March 2026 to accelerate AI inference within its application delivery platform.
Competition / Other
- Zscaler: F5 competes with Zscaler in securing and delivering application traffic as both expand into AI-driven security and inference acceleration.
Strategic Risks
- Faces competition from cloud-native and CDN-based application delivery alternatives
Future Outlook
- Expanding AI inference acceleration and AI agent security as new growth vectors
Sources
- U.S. Securities and Exchange Commission (EDGAR) (Nov 2025) — F5, Inc. FY2025 Annual Report (Form 10-K), filed with the SEC
- Investing.com / F5 Q2 2026 earnings materials (Apr 2026) — F5 Q2 2026 revenue up 11% to $812M as AI security demand drives product growth
- Investing.com (F5 Q1 FY2026 earnings materials) (Jan 2026) — F5 raises FY2026 guidance after Q1 systems revenue grows 37% on AI infrastructure demand
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
Viewing the Full Analyst Report — switch to the Executive Summary.