10-Q · latest 10
What F5's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 8 signals
F5 acquires SurePath AI Inc. for $47.6M in Q3 2026
F5 spent $47.6 million on a business acquisition in the nine months ending June 30, 2026, identified via XBRL tags as SurePath AI Inc.
$47.6M
Acquisition of a business (SurePath AI Inc.)
AI
F5 adds new risk factor for AI development, citing potential for legal action and reputational harm
The company has identified significant new risks associated with its use of AI, including potential for legal action, regulatory scrutiny, and reputational damage.
AIartificial intelligence
F5 acquires an AI company for $47.6M to advance its AI product and operational capabilities.
F5 spent $47.6 million on a business acquisition in the quarter, identified as SurePath AI Inc., to bolster its AI strategy.
$47.6M
Cash used for the acquisition of a business (SurePath AI Inc.)
AIAI models
The company explicitly states its IT infrastructure has experienced breaches, including a specific 'Cyber Incident', and remains vulnerable.
cybersecuritymulticloud
Company discloses past "Cyber Incident" and ongoing vulnerability to IT infrastructure breaches
F5 explicitly states its IT infrastructure has previously experienced breaches, referred to as the "Cyber Incident," and remains vulnerable to future attacks.
cloudSaaS
F5 details new strategic risks around AI, highlighting potential for industry disruption.
F5 has identified AI as a major strategic area and a significant business risk, noting that AI tools could potentially replicate or replace its core offerings.
AIartificial intelligence
F5's $40M, four-year component purchase commitment with a key supplier has concluded
A $40 million unconditional purchase commitment with a single supplier for systems components, established in October 2022, has now ended as of June 30, 2026.
$40M
Total value of a four-year supplier purchase commitment that has now ended
- SEC EDGAR
10-Q
Filed · 10 signals
F5 spent $19.7M in H1'26 on professional services to respond to a cyber incident
$19.7M
Professional services costs in response to a Cyber Incident over six months
F5's 4-year, $40M component supply agreement concluded in March 2026
A major unconditional purchase commitment for system components, valued at $10M annually, has ended.
$40M
Total value of a 4-year component supply agreement that just ended
F5 reports significant spending increase of over $19M in 6 months to manage a cyber incident.
The company incurred $7.6M in R&D and $12.1M in G&A for professional services to respond to a cyber incident.
$19.7M
Total professional services costs incurred in response to a Cyber Incident over six months ($7.6M in R&D + $12.1M in G&A)
cloud
Earlier 10-Q filings
- 10-QFiled · 10 signalsSEC EDGAR
Showing 10 of 28 filing signals. The Signal API returns all of them.
Get them with one API callEarnings calls
F5 earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| AI use cases generated $50M in H1 sales, up over 200% YoY.The company is seeing significant, quantifiable revenue from AI-specific use cases like data delivery and runtime security, with a rapidly growing customer base, signaling a major investment and growth area. | |
| Displacing competitors due to superior hybrid multicloud capabilities.The company's competitive takeout rate has 'gone up pretty materially' as customers choose its platform to manage workloads across on-prem and cloud, displacing incumbents who cannot. | |
| Raised full-year revenue growth outlook to 7-8% from 5-6%.The company increased its fiscal year 2026 revenue growth forecast due to strong Q2 performance and a robust pipeline, indicating strong business momentum and financial health. | |
| Investing in security to combat expanding AI-driven threat landscape.Customers are prioritizing best-in-class application and API security due to a 77% increase in web attacks, driving significant adoption of the company's security solutions. | |
| Investing heavily in hybrid multicloud as a strategic architecture.With over 90% of enterprises now running hybrid multicloud, the company is capitalizing on the need for flexibility, resiliency, and digital sovereignty across on-prem, private, and public clouds. | |
| Product revenue accelerated, growing 22% in the quarter.The company reported its seventh consecutive quarter of double-digit product growth, with strong performance in both systems (up 26%) and software (up 17%), indicating broad-based demand. |
Signal API · MCP
Track F5 with the Signal API
One POST /v1/companies/enrich call with f5.com returns F5 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.
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curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"f5.com","signal_types":["sec-10q"],"limit":20}'Same industry
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .