FFIV Earnings Prediction
The chart below shows how FFIV performed 10 days before and after its earnings report, based on data from the past quarters. Typically, FFIV sees a -0.85% change in stock price 10 days leading up to the earnings, and a +2.50% change 10 days following the report. On the earnings day itself, the stock moves by +0.49%. This data can give you a slight idea of what to expect for the next quarter's release.
FFIV Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
692.60M
-1.11%
-2.03%
Gross Margin
80.31%
3.13%
0.31%
Operating Margin
24.98%
75.05%
2.84%
Net Margin
19.98%
93.23%
-7.16%
EPS
2.32
93.33%
-9.02%
No Data Available
FFIV Earnings Analysis
F5 Inc Corporation (FFIV.O) Earnings Conference Call
Positive
Strong Revenue Growth: F5 delivered 11% total revenue growth in Q1 fiscal 2025, with product revenue growing by 20%, driven by a 22% increase in software revenue and an 18% increase in systems revenue.
Earnings Per Share Performance: Non-GAAP EPS for Q1 was $3.84, exceeding guidance by $0.43, reflecting strong revenue outperformance and operational efficiency.
Recurring Revenue Growth: Recurring revenue accounted for 72% of total Q1 revenue, showing a 10% year-over-year growth, indicating strong customer retention and subscription growth.
Share Repurchase Commitment: F5 repurchased $125 million worth of shares in Q1, representing 64% of free cash flow, demonstrating commitment to returning value to shareholders.
Revenue Growth Forecast Increase: The company raised its FY 2025 revenue growth forecast to 6%-7%, up from 4%-5%, reflecting strong Q1 performance and a healthy pipeline heading into Q2.
Negative
Service Revenue Slowdown: Global services revenue grew only 3%, indicating a slowdown compared to product revenue growth of 20%.
Recurring Revenue Stagnation: Recurring revenue, while contributing 72% of total revenue, only grew 10% year over year, suggesting potential stagnation in this critical area.
Revenue Growth Deceleration: Q2 revenue guidance of $705 million to $725 million implies only 5% growth at the midpoint, indicating a deceleration from Q1's 11% growth.
Operating Expenses Impact: GAAP operating expenses were $421 million, which may indicate rising costs that could pressure future profitability despite revenue growth.
Tax Rate Impact on Income: The effective tax rate for Q1 was 20.4%, which could impact net income growth if tax rates remain elevated.
FFIV FAQs
How does FFIV typically perform around its earnings report dates?
Is F5 Inc (FFIV) Q1 2024 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
FFIV Earning Call Sentiment
Earnings call transcript: F5 Networks Q1 2024 beats EPS, shares surge
FFIV.O
-2.97%Positive
The earnings call reflects strong financial performance with 11% revenue growth, robust software and systems revenue, and a high non-GAAP operating margin. Share repurchases and a commitment to use free cash flow for buybacks further boost sentiment. Despite some management ambiguity in the Q&A, the positive guidance, AI opportunities, and strong financial metrics suggest a positive stock price movement.
