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Revenue by Segment
Breaks down revenue across different business units, highlighting which segments drive growth and profitability, and where strategic focus may be needed.Products have accelerated sharply and now rival/exceed Services, powered by systems and AI displacement wins and subscription software gains, which explains management’s raised FY'26 revenue and EPS guidance. Services show only low‑single‑digit growth and a maintenance timing kink tied to hardware refreshes, so recurring mix is improving but services remain the weak link. Watch margin risk from elevated memory/SSD costs—near‑term gross‑margin pressure could blunt profitability even as record cash flow and buybacks support shareholder returns.
Date | Products | Services |
|---|---|---|
Jun 30, 2026 | $462.83M | $402.25M |
Mar 31, 2026 | $410.51M | $401.19M |
Dec 31, 2025 | $410.28M | $412.18M |
Sep 30, 2025 | $414.11M | $395.98M |
Jun 30, 2025 | $388.84M | $391.53M |
Mar 31, 2025 | $337.20M | $393.93M |
Dec 31, 2024 | $368.50M | $397.99M |
Sep 30, 2024 | $358.29M | $388.39M |
Jun 30, 2024 | $308.49M | $387.01M |
Mar 31, 2024 | $300.16M | $381.19M |