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F5, Inc. (FFIV) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Seeking Alpha
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F5’s CFO highlighted a resurgence in application delivery controller (ADC) demand, driven by hybrid multi-cloud architectures and AI workloads during the March 2026 Morgan Stanley conference. Customers are increasingly adopting F5 solutions to optimize traffic management, security, and performance across distributed cloud environments, aligning with AI-driven infrastructure needs. The company emphasized its strategic shift toward cloud-native and AI-integrated offerings, reflecting broader industry trends in scalable, adaptive networking solutions. Forward-looking statements noted potential risks in execution, with SEC filings cited for detailed risk factors, underscoring regulatory transparency amid growth ambitions. Analysts probed F5’s positioning post-NVIDIA’s AI-focused presentations, signaling competitive pressure to innovate in high-performance networking for AI applications.
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SA Transcripts158.8K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call F5, Inc. (FFIV) Morgan Stanley Technology, Media & Telecom Conference 2026 March 4, 2026 1:45 PM EST Company Participants Cooper Werner Conference Call Participants Meta Marshall - Morgan Stanley, Research Division Presentation Meta MarshallMorgan Stanley, Research Division Everybody. We are just debating safe harbors. So I will read one to kick off. For important disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative. Cooper, also you have a safe harbor you'd like to read, and then we'll go into...

Cooper Werner Thank you. It's exciting stuff. So just to get our safe harbor on record, our discussion 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 information on these risk factors. Meta MarshallMorgan Stanley, Research Division All right. Perfect. So with that, I'm Meta Marshall. I cover networking here and cybersecurity here at Morgan Stanley. Delighted to have F5 here with us today, Cooper Werner, CFO. Thanks so much for being here.

Cooper Werner Thank you. Question-and-Answer Session Meta MarshallMorgan Stanley, Research Division F5 has seen this resurgence in ADC use cases today. Just what are you seeing as -- or your customers seeing as kind of the growing number of use cases for F5, maybe particularly in light of AI as everybody just got out of the Jensen presentation.

Cooper Werner Yes. So I think that something we've really been seeing kind of take shape over the last couple of years, and it's something that we saw coming several years ago was really just expansion into hybrid multi-cloud architectures. And I know that there have been a narrative for a

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