F5, Inc. FFIV

Revenue Intelligence Report • 69 quarters of SEC filing data • Updated 2026-10-14 • Data through 2026-06-30

F5, Inc.'s latest quarterly revenue is $865M for the period ending 2026-06-30. The model projects $3.4B across the next four quarters (+3.9% versus the preceding four quarters). The forecast uses SG&A data; model selection and estimation exclude the latest quarter, whose retrospective holdout error is 4.3%. These are statistical associations, not estimates of the causal effect of spending.

Investment Thesis

The ARDL forecast is based on reported revenue and SG&A data through 2026-06-30. Training MAPE measures fit to historical data; the separately reported holdout error measures a withheld quarter. Spending coefficients describe associations and do not establish causation.

Next 4 Quarters
$3.44B
+3.9% YoY
R&D Multiplier
$5.50 per $1
SG&A Multiplier
$1.53 per $1
Training Fit
1.9% MAPE
Retrospective holdout (Q3 FY2026): The model predicted $828.0M vs the actual $865.1M — an error of 4.3%.
Retrospective one-quarter holdout: model fitting and selection exclude this quarter. Historical inputs use the latest available restatements, so this is not a preserved real-time forecast.

Revenue Forecast

FFIV Revenue Forecast

Quarterly Detail

QuarterModel ForecastActual95% RangeYoY GrowthStatus
Q3 FY2026
Period end 2026-06-30		 $828.0M $865.1M $803.9M–$852.0M +6.1% ✗ Outside range
Q4 FY2026
Period end 2026-09-30		 $850.6M $816.5M–$884.6M +5.0%
Q1 FY2027
Period end 2026-12-31		 $853.2M $811.5M–$894.9M +3.7%
Q2 FY2027
Period end 2027-03-31		 $859.1M $810.9M–$907.3M +5.8%
Q3 FY2027
Period end 2027-06-30		 $876.6M $822.8M–$930.4M +1.3%

Seasonal Factors

Multiplicative seasonal adjustment: These factors capture F5, Inc.'s systematic quarterly revenue patterns relative to the trend model. A factor of 1.05 means that quarter typically runs 5% above the underlying trend; 0.95 means 5% below. Factors are computed as the median of (actual / fitted) across all available quarters.
Fiscal QuarterSeasonal Factorvs TrendInterpretationObs.
FQ1 (Oct–Dec) 0.9957 -0.4% In line with trend 16
FQ2 (Jan–Mar) 0.9984 -0.2% In line with trend 16
FQ3 (Apr–Jun) 1.0058 +0.6% In line with trend 16
FQ4 (Jul–Sep) 1.0117 +1.2% In line with trend 16

Spending and Revenue

FFIV Spending Timing
Reading this chart: Each line shows the cumulative revenue association per $1 of spending over subsequent quarters. These estimates describe historical associations and do not establish causation.

Time-Varying Spending Associations

Time-varying analysis: A penalized spline model (GAM) tracks the association between log spending and log revenue over 69 quarters. Its coefficients describe conditional historical associations, not causal returns on spending.
Current SG&A elasticity: -0.3087x • R&D elasticity: 0.4003x
The model-term chart shows relative absolute term magnitudes. Its percentages are not shares of revenue or causal contributions to growth.

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Data sourced from SEC EDGAR XBRL filings. SEC source data. Forecast model: ARDL; spending associations: ARDL (linear) with 69 quarters. This analysis is for informational purposes only and does not constitute investment advice.

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