$FFIV 8-K earnings — Q3 FY26

F5 reported Non-GAAP EPS of $4.73, beating consensus of $4.41 by $0.32 (+7.3%). Revenue of $865M grew 11% YoY, driven by 19% product revenue growth, and the company raised its FY26 revenue outlook. The key nuance: product revenue surged 32% YoY, signaling sustained demand for F5's application delivery and security hardware in AI-driven enterprise infrastructure, not just software.

F5 reported Non-GAAP EPS of $4.73, beating consensus of $4.41 by $0.32 (+7.3%). Revenue of $865M grew 11% YoY, driven by 19% product revenue growth, and the company raised its FY26 revenue outlook. The key nuance: product revenue surged 32% YoY, signaling sustained demand for F5's application delivery and security hardware in AI-driven enterprise infrastructure, not just software.