F5, Inc.

“F5 asked us to partner with them to further secure their BIG IP hardware and virtual appliances.”

F5 partnered with CrowdStrike to certify the Falcon sensor on BIG-IP and purchased Falcon/Overwatch for its install base, extending CrowdStrike into network appliance protection.

“With our Q4 acquisition of Calypso.ai, we enhanced our runtime security offerings with real-time threat defense, red teaming models, and robust guardrails.”

F5 acquired Calypso.ai to strengthen its AI runtime security offering with real-time threat defense, red-teaming and guardrails.

“does this also dampen your ability to implement price increases when it comes to the hardware side, really to reflect what Citrix has been doing to some extent in that space.”

An analyst contrasts F5's pricing approach with competitor Citrix's aggressive price increases in application delivery; F5 says it won't follow suit.

“we are working with CrowdStrike to implement EDR capabilities on BIG-IP.”

Following its security incident, F5 partnered with CrowdStrike to bring Falcon EDR capabilities onto BIG-IP perimeter devices.

“In Q4, we've strengthened our AI runtime security capabilities with the acquisition of CalypsoAI.”

F5 acquired CalypsoAI to add real-time AI threat defense and red-teaming, powering its new AI Guardrails and AI Red Team offerings.

“we are integrating technology from our Fletch acquisition”

F5 is integrating threat-intelligence technology from its Fletch acquisition into the F5 AI Assistant to improve real-time threat prioritization.

“In July, we announced that we are deepening our alliance with MinIO, advancing our AI application and data delivery solution to manage training and inference-driven data growth.”

F5 is expanding its alliance with storage partner MinIO to support high-throughput AI data delivery for model training and inference workloads.

“In June, building on our prior work with NVIDIA, we announced we are expanding F5's performance, multi-tenancy and security capabilities for large-scale AI infrastructures. We are leveraging BIG-IP Next for Kubernetes running natively on NVIDIA BlueField-3 DPUs.”

F5 is deepening its technology alliance with NVIDIA, running BIG-IP natively on NVIDIA's BlueField-3 DPUs to boost AI infrastructure performance, with early customer results showing sizable throughput and efficiency gains.

“we are expanding our platform with native support for the Model Context Protocol or MCP, a foundational standard created by Anthropic and now being adopted by leaders like OpenAI and Google”

F5 is building native BIG-IP support for Anthropic's Model Context Protocol, an emerging industry standard for AI agent interoperability that is also being adopted by other major AI labs.

“AI factory load balancing both across AI factories and within AI factories as a result of partnerships, including our collaboration with NVIDIA”

F5 is collaborating with NVIDIA on AI factory load balancing, both across and within AI factories.

“This is where F5 is deployed in front of data stores like our partner NetApp”

F5 named NetApp as a partner whose data stores it fronts for AI training and inference data delivery and security use cases.

“We did bring Lilac and now CDN capability into our overall distributed cloud services platform.”

F5 integrated CDN capability from its Lilac Cloud acquisition into the Distributed Cloud Services platform, primarily to bundle with security offerings like WAF, API security and DDoS protection.

“We feel that is well served, with strong players in the market like Akamai.”

F5 characterized Akamai as a strong incumbent in the CDN market, explaining that F5 added CDN capability (via the Lilac Cloud acquisition) to bundle with its security products rather than to compete head-on with Akamai for CDN share.