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F510-Q: Supplier concentration

F5's 4-year, $40M component supply agreement concluded in March 2026

What happened

A major unconditional purchase commitment for system components, valued at $10M annually, has ended.

Source

SEC EDGARMay 5, 2026

Quarterly report (Form 10-Q)

F5 10-Q

Filing excerpt

In October 2022, we entered into an unconditional purchase commitment with one of our suppliers for the delivery of systems components. Under the terms of the agreement, we are obligated to purchase $10.0 million of component inventory annually, with a total committed amount of $40.0 million over a four-year term. As of March 31, 2026, we had no remaining purchase commitments under the fourth year of the agreement.

sec.gov/Archives/edgar/data/1048695/000104869526000051/ffiv-20260331.htmRead the full source

Other signals in this filing (9)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Supplier concentration

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
03/31
Filed
May 5, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$40M (Total value of a 4-year component supply agreement that just ended)

Details

CIK
1048695
Accession number
0001048695-26-000051
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Risk management needed
Signal category
Market

Extraction

Confidence
High
Relevance
100%
Sentiment
Neutral
Detected
May 12, 2026
signal_type
sec-10q
signal_subtype
supplierConcentration

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/160797ff-3770-445e-9aa1-05e5a9e16466 returns this record as JSON. POST /v1/companies/enrich returns every signal for f5.com.

{
  "signal_id": "160797ff-3770-445e-9aa1-05e5a9e16466",
  "signal_type": "sec-10q",
  "signal_subtype": "supplierConcentration",
  "detected_at": "2026-05-12T09:24:57.03+00:00",
  "company": {
    "name": "F5",
    "domain": "f5.com"
  },
  "data": {
    "detail": "A major unconditional purchase commitment for system components, valued at $10M annually, has ended. This creates a significant, time-sensitive opportunity for new component suppliers to engage with F5 as they re-evaluate their supply chain strategy for key systems.",
    "metrics": {
      "timeframe": "current_quarter",
      "dollar_context": "Total value of a 4-year component supply agreement that just ended",
      "dollar_millions": 40
    },
    "summary": "F5's 4-year, $40M component supply agreement concluded in March 2026",
    "excerpts": "In October 2022, we entered into an unconditional purchase commitment with one of our suppliers for the delivery of systems components. Under the terms of the agreement, we are obligated to purchase $10.0 million of component inventory annually, with a total committed amount of $40.0 million over a four-year term. As of March 31, 2026, we had no remaining purchase commitments under the fourth year of the agreement.",
    "relevance": 1,
    "sentiment": "neutral",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1048695/000104869526000051/ffiv-20260331.htm",
    "filing_date": "2026-05-05",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "03/31",
    "sales_relevance": "Risk management needed",
    "signal_category": "market"
  }
}

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