F5 (FFIV) Stock Surges 13.3% After Q4 Earnings Beat, Strong Guidance

F5 Networks (NASDAQ:FFIV) reported Q4 CY2025 revenue of $822.5 million, exceeding analyst estimates by 8.8% and representing 7.3% year-over-year growth. The application security company also provided strong Q1 guidance of $780 million at the midpoint, 4.7% above expectations, while non-GAAP EPS of $4.45 beat consensus by 21.9%. The company's billings reached $884.9 million for the quarter, and its customer acquisition cost payback period improved to 21.5 months, indicating efficient sales and marketing investments. Despite the strong quarterly performance, F5's five-year revenue CAGR remains at 5.4%, below software sector standards. Analyst projections suggest flat revenue growth over the next 12 months.