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Sentiment · FY2026 Q2
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Mike Ng | Goldman Sachs | 12 | 8% |
| Samik Chatterjee | JPMorgan | 12 | 17% |
| Tim Long | Barclays | 12 | 25% |
| Jim Fish | Piper Sandler | 10 | 0% |
| Amit Daryanani | Evercore ISI | 8 | 0% |
| Tal Liani | Bank of America | 8 | 75% |
| Simon Leopold | Raymond James | 8 | 0% |
| Meta Marshall | Morgan Stanley | 7 | 0% |
| Ryan Koontz | Needham | 5 | 0% |
| Matt Hedberg | RBC Capital Markets | 5 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| JPMorgan | 2 | 14 | 14% |
| Barclays | 1 | 12 | 25% |
| Goldman Sachs | 1 | 12 | 8% |
| Bank of America | 2 |
| 11 |
| 55% |
| Needham | 3 | 10 | 0% |
| Piper Sandler | 1 | 10 | 0% |
| Raymond James | 2 | 10 | 0% |
| Evercore ISI | 1 | 8 | 0% |
F5 delivered 9.3% revenue growth with EPS up 18.5% as the AI infrastructure wave continued to drive systems and subscription demand. Management raised FY2026 EPS guidance again from $16.30-$16.70 to $16.65-$17.05, marking the second consecutive raise this fiscal year. Software subscriptions crossed 50% of total revenue for the first time, and the ADSP platform reached 780 customers with government and critical infrastructure emerging as new verticals.
Demand | Revenue Growth | Competitive Dynamics | Cloud & AI | Subscriber Growth | Pricing | Guidance Reliability | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 2 | 7 | 5 | 4 | 4 | 1 | 1 | |
| 2025Q1 | 10 | 6 | 4 | 5 | 2 | 1 | 2 | |
| 2025Q2 | 7 | 6 | 3 | 3 | 3 | 1 | 1 | 1 |
| 2025Q3 | 8 | 4 | 3 | 3 | 4 | 1 | 1 | |
| 2025Q4 | 8 | 4 | 2 | 2 | 1 | 3 | 1 | |
| 2026Q1 | 7 | 2 | 2 | 3 | 1 | 2 | 1 | 2 |
| 2026Q2 | 5 | 3 | 4 | 5 | 2 | 3 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Demand | 2 | 10 | 7 | 8 | 8 | 7 | 5 |
| Revenue Growth | 7 | 6 | 6 | 4 | 4 | 2 | 3 |
| Competitive Dynamics | 5 | 4 | 3 | 3 | 2 | 2 | 4 |
| Cloud & AI | 4 | 5 | 3 | 3 | 3 | 5 | |
| Subscriber Growth | 4 | 2 | 3 | 4 | 2 | 1 | 2 |
| Pricing | 1 | 1 | 1 | 1 | 1 | 2 | 3 |
| Guidance Reliability | 1 | 2 | 1 | 3 | 1 | 1 | |
| Regulation Policy | 1 | 1 | 1 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
FFIV F5, Inc. | 8 | +11.0% | |
| ADBE Adobe Inc. | 7 | +12.0% | |
| AKAM Akamai Technologies | 6 | +5.8% | |
| CPAY Corpay | 8 | +25.4% | |
| CRWD CrowdStrike | 9 | +23.3% | |
| FTNT Fortinet | 10 | +20.1% | |
| GDDY GoDaddy | 7 | +6.1% | |
| GEN Gen Digital | 6 | +27.0% | |
| MSFT Microsoft Corporation | 8 | +18.3% | |
| NET Cloudflare, Inc. | 10 | +33.5% | |
| ORCL Oracle Corporation | 9 | +21.7% | |
| PANW Palo Alto Networks | 6 | +14.9% | |
| PLTR Palantir Technologies | 10 | +84.7% | |
| SNPS Synopsys | 7 | +41.9% | |
| VRSN Verisign | 7 | +6.6% | |
| XYZ Block, Inc. | 8 | +4.9% | |
| ZS Zscaler | 9 | +25.4% |