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F510-Q: Supplier concentration

F5's $40M, four-year component purchase commitment with a key supplier has concluded

What happened

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.

Source

SEC EDGARAug 6, 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 June 30, 2026, we had no remaining purchase commitments under the fourth year of the agreement.

sec.gov/Archives/edgar/data/1048695/000104869526000067/ffiv-20260630.htmRead the full source

Other signals in this filing (7)

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
06/30
Filed
Aug 6, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$40M (Total value of a four-year supplier purchase commitment that has now ended)

Details

CIK
1048695
Accession number
0001048695-26-000067
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Risk management needed
Signal category
Market

Extraction

Confidence
High
Relevance
70%
Sentiment
Neutral
Detected
Aug 11, 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/4e224995-dce0-423d-9bee-cd0e9faf2c26 returns this record as JSON. POST /v1/companies/enrich returns every signal for f5.com.

{
  "signal_id": "4e224995-dce0-423d-9bee-cd0e9faf2c26",
  "signal_type": "sec-10q",
  "signal_subtype": "supplierConcentration",
  "detected_at": "2026-08-11T08:11:35.638+00:00",
  "company": {
    "name": "F5",
    "domain": "f5.com"
  },
  "data": {
    "detail": "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. The conclusion of this significant, long-term agreement creates a potential vendor evaluation opportunity for new component suppliers as F5 may be reassessing its hardware supply chain.",
    "metrics": {
      "timeframe": "current_quarter",
      "dollar_context": "Total value of a four-year supplier purchase commitment that has now ended",
      "dollar_millions": 40
    },
    "summary": "F5's $40M, four-year component purchase commitment with a key supplier has concluded",
    "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 June 30, 2026, we had no remaining purchase commitments under the fourth year of the agreement.",
    "relevance": 0.7,
    "sentiment": "neutral",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1048695/000104869526000067/ffiv-20260630.htm",
    "filing_date": "2026-08-06",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "06/30",
    "sales_relevance": "Risk management needed",
    "signal_category": "market"
  }
}

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