공고 • Jul 29
F5 Introduces F5 Ai Guardrails Integrated with Nvidia Nemo Guardrails F5 introduced F5 AI Guardrails integrated with NVIDIA NeMo Guardrails, an AI-native solution that brings F5’s enterprise-grade AI security capabilities to production AI applications. F5 AI Guardrails integrated with NVIDIA NeMo Guardrails brings centralized, consistent security and governance across AI applications by separating security enforcement from the AI framework. Organizations can standardize on NVIDIA NeMo Guardrails while F5 AI Guardrails handles security inspection of prompts and LLM responses, applying enterprise policies centrally without requiring changes to AI applications. The result is a layered architecture where the framework library, microservices, orchestration, and security each do what they do best and evolve independently. F5 AI Guardrails secures AI systems, inspecting prompts and responses between users and applications, and helping prevent prompt injection, PII exposure, data leakage, and malicious outputs. Security policies are applied centrally rather than built into each AI application, so organizations can enforce enterprise security requirements without modifying application code. Key capabilities include: Prompt and response inspection: Security policies are enforced on AI traffic in real time, helping detect and reduce prompt injection, unauthorized data disclosure, and harmful outputs before they reach users or downstream systems. Centralized policy enforcement: Security teams apply and manage AI security policies across applications from one place, without rewriting application code or modifying workflows. Consistent visibility across AI applications: A single view into AI application behavior across models, frameworks, and business units lets security teams monitor, audit, and act from one operational layer. Independent, layered architecture: F5 security inspection layers on top of the NVIDIA AI framework. Each can be updated, scaled, or replaced independently as requirements change. F5 AI Guardrails integrated with NVIDIA NeMo Guardrails protects AI applications regardless of the underlying large language model. Organizations can change models, add new AI applications, or expand across business units while maintaining consistent security inspection and policy enforcement. As AI adoption grows, security is designed to scale with it rather than constraining it. F5 AI Guardrails integrated with NVIDIA NeMo Guardrails is generally available now. Reported Earnings • Jul 28
Third quarter 2026 earnings released: EPS: US$3.67 (vs US$3.29 in 3Q 2025) Third quarter 2026 results: EPS: US$3.67 (up from US$3.29 in 3Q 2025). Revenue: US$865.1m (up 11% from 3Q 2025). Net income: US$208.2m (up 9.6% from 3Q 2025). Profit margin: 24% (in line with 3Q 2025). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Communications industry in Europe. Buy Or Sell Opportunity • Jul 15
Now 21% undervalued The stock has been flat over the last 90 days, currently trading at CHF338. The fair value is estimated to be CHF427, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 11% per annum over the same time period. 공고 • Jul 15
F5, Inc. Announces New Fleet Management Capabilities For F5 Insight For ADSP F5, Inc. announced new fleet management capabilities for F5 Insight for ADSP that help enterprises reduce risk exposure across F5 BIG-IP environments as frontier AI compresses vulnerability response timelines. The new F5 Insight workflows give security and operations teams fleet-wide visibility, guided update management, enterprise authentication, role-based access controls, and a tamper-evident AI audit trail. The new capabilities build on F5’s move to monthly hardened software releases and reflect a broader shift in how F5 helps customers respond to AI-accelerated threats. F5 Insight for ADSP v1.2 introduces fleet management workflows for BIG-IP devices, streamlining and simplifying the software update and patching process. Operations teams can see the software version, update readiness, and security posture of every device in their estate, then stage and execute updates across standalone deployments, HA pairs, and fleet segments with guided workflows designed to minimize downtime risk. Key capabilities include: Fleet-wide software lifecycle visibility: A single view of which devices are current, which are exposed, and which require action across the entire estate. Guided update workflows: Standardized processes to stage, validate, and execute TMOS updates. Pre-execution readiness checks: Validation aligned to fleet and HA architectures so teams can move fast without destabilizing production. Update status tracking: Fleet-wide visibility into update progress during maintenance windows, keeping teams and leadership aligned. With this solution, patching is no longer a scheduled maintenance activity. It is a security capability. F5 enables organizations to move from “fix available” to “risk reduced in production” faster, delivering a meaningful defensive advantage. F5 Insight now offers governance-grade controls for AI-assisted operations designed to support auditability and defensibility, including: Enterprise authentication: Integration with existing identity providers through LDAP and SAML SSO eliminates separate credential stores and simplifies adoption across teams. Role-based access controls: Least-privilege access ensures the right people see the right data and can take the right actions without over-provisioning visibility or operational authority. Tamper-evident AI audit trail: Every interaction with the AI assistant is captured in a tamper-evident record with controlled access and 30-day retention. F5 Insight continues to deliver unified observability and AI-driven intelligence, now strengthened by fleet management context. Through MCP integration and support for popular large language models, operations teams can query their fleet data in natural language, surface which applications and policies are exposed by a given vulnerability, and receive prioritized action plans built from F5 domain expertise. Pre-configured queries from F5 experts are available alongside the ability to ask custom questions, giving teams operational guidance tailored to their environment. F5 Insight for ADSP is available as self-managed software, with a SaaS model forthcoming. Fleet management capabilities are available now for BIG-IP environments. 공고 • Jul 13
F5, Inc. Announces Appointment of Cathy Peterman as Executive Vice President and Chief People Officer F5, Inc. announced the appointment of Cathy Peterman as Executive Vice President and Chief People Officer. Peterman joined F5’s executive leadership team reporting to Chairman, President and CEO, François Locoh-Donou. In this role, she would lead F5’s global people strategy, driving talent development, organizational design, and culture as the company continued to evolve and strengthen its leadership position in AI and cybersecurity. Peterman brought 20 years of experience scaling complex technology organizations and guiding enterprises through transformative change. She joined F5 from Wayfair, where she served as Chief People Officer for the company’s technology organization. Additionally, she drove AI transformation and talent development for all 11,000 of the company’s global employees. Prior to Wayfair, Peterman spent six years at Amazon driving talent strategy across three distinct businesses supporting more than 40,000 employees. She held HR leadership roles spanning Amazon Advertising, Amazon Devices, Prime Video & Studios, and Physical Stores. Her expertise spanned enterprise talent development, organizational design, executive compensation strategy, and leveraging AI to accelerate both operational efficiency and human potential. Throughout her career, she designed and executed large-scale workforce transformations, M&A integrations, and global expansion strategies. Peterman held a BA from Villanova University and an MA from the University of Denver. She was based in Seattle. 
