F5, Inc. (FFIV) Presents at Barclays 23rd Annual Global Technology Conference Transcript
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SA Transcripts157.3K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call F5, Inc. (FFIV) Barclays 23rd Annual Global Technology Conference December 10, 2025 2:00 PM EST Company Participants Thomas Fountain - Executive VP & COOCooper Werner - Chief Financial Officer Conference Call Participants Timothy Long - Barclays Bank PLC, Research Division Presentation Timothy LongBarclays Bank PLC, Research Division All right. Thank you, everybody, for joining. Tim Long here, IT Hardware, Comm Equipment analyst at Barclays. Very happy to have F5 with us today. Thanks, guys, for coming. Cooper Werner, CFO; and Tom Fountain, EVP, COO. Crazy time. So I really appreciate you guys taking the time here. Question-and-Answer Session Timothy LongBarclays Bank PLC, Research Division So maybe let me just start off with some of the hotter topics, and then we'll kind of dig a little bit deeper, and you guys could chop them up how you like. So obviously, a lot about the breach that happened. So you've talked a little bit about it, but if you could just maybe go over again kind of what the customer and feedback has been thus far? And any color on specific areas? I know it was a part of the guidance change a little bit last quarter. So any way you could couch that for us? And curious if there's been any benchmarking around when this seems to be happening with a lot of companies these days. So curious what you've gleaned from other companies that have gone through similar dynamics. Thomas FountainExecutive VP & COO Well, Tim, thank you for having us. Before I answer, let me get our safe harbor on the record. So before I respond, I need to walk through this. Our discussions today may contain forward-looking statements, which involve uncertainties and risks. Our actual results may differ materially from those expressed or implied by these statements. Please see our SEC filings for more Recommended For You