F5 경영진
경영진 기준 점검 0/4
F5 CEO는 Francois Locoh-Donou, Apr2017 에 임명되었습니다 의 임기는 9.17 년입니다. 총 연간 보상은 $23.04M, 4.2% 급여 및 95.8% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $74.87M 가치에 해당하는 회사 주식의 0.33% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.7 년과 2.8 년입니다.
핵심 정보
Francois Locoh-Donou
최고경영자
US$23.0m
총 보수
| CEO 급여 비율 | 4.18% |
| CEO 재임 기간 | 9.2yrs |
| CEO 지분 보유율 | 0.3% |
| 경영진 평균 재임 기간 | 1.7yrs |
| 이사회 평균 재임 기간 | 2.8yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • Jun 04
FFIV: AI And Hybrid Multicloud Demand Will Support Balanced Hardware Refresh Outlook
Analysts have lifted the F5 price target to $406.50 from $337.40, pointing to the company's updated mid term outlook for application delivery and security demand tied to hybrid multicloud adoption and AI driven workloads as key support for the higher valuation. Analyst Commentary Recent research points to a broadly constructive tone around F5, with multiple firms revising price targets higher after the recent investor day and updated mid term outlook.
새로운 내러티브 • Jun 02
Hybrid Multicloud Complexity And AI Demand Will Likely Restrain Future Upside
Catalysts About F5 F5 provides application delivery and security solutions that help enterprises run and protect apps and APIs across data centers, public clouds and edge environments. What are the underlying business or industry changes driving this perspective?
새로운 내러티브 • May 19
Hybrid Multicloud And AI Security Tailwinds Will Support Stronger Long Term Prospects
Catalysts About F5 F5 provides application delivery and security solutions that help enterprises run and protect apps and APIs across data centers, public clouds and the edge. What are the underlying business or industry changes driving this perspective?분석 기사 • May 12
We Like The Quality Of F5's (NASDAQ:FFIV) Earnings
Investors signalled that they were pleased with F5, Inc.'s ( NASDAQ:FFIV ) most recent earnings report. This reaction...내러티브 업데이트 • May 08
FFIV: AI Security Platform Updates And Guidance Will Support Balanced Outlook
F5's updated fair value estimate has been raised from $311.30 to $337.40, reflecting analysts' higher price targets across several firms as they factor in revised assumptions for revenue, profitability, and future P/E expectations. Analyst Commentary Recent research points to a more constructive stance on F5, with several firms lifting their price targets and adjusting their assumptions for revenue, profitability, and future P/E expectations.Seeking Alpha • Apr 29
F5: EMEA Regulatory Tailwinds, But High Stock-Based Comp Is Worth Considering
Summary F5, Inc. delivered a strong Q2’26, with 11% revenue growth and robust product momentum, but I rate the stock a 'hold.' EMEA regulatory tailwinds, especially NIS2 and DORA, are fueling multi-year demand for FFIV’s hybrid multi-cloud security solutions. Recurring revenue now comprises 70% of total, with software subscriptions driving margin expansion and operating leverage. Valuation appears stretched at 24.8x EV/EBITDA adjusted for stock-based compensation, limiting near-term upside despite positive guidance. Read the full article on Seeking Alpha내러티브 업데이트 • Apr 23
FFIV: AI Security Alliances And Guidance Will Support Steady Cybersecurity Outlook
F5's analyst fair value was nudged from $310.30 to $311.30 as analysts factored in a wave of higher price targets from firms citing resilient cybersecurity demand, despite recent AI related volatility in the sector. Analyst Commentary Recent Street research around F5 has focused on how resilient cybersecurity demand and shifting views on AI tools feed into valuation, execution risks, and growth expectations.내러티브 업데이트 • Apr 07
FFIV: AI Security Partnerships And Guidance Raise Prospects For Steady Outlook
Analysts have raised their price target on F5 by roughly $20 to $30, reflecting a series of upward target revisions and the view that recent AI related volatility in cybersecurity names has not changed the longer term demand case for leading security platforms. Analyst Commentary Recent Street research around F5 highlights a mix of optimism on valuation support and platform relevance, alongside some caution tied to AI headlines and execution risk.내러티브 업데이트 • Mar 24
FFIV: AI Security Demand And New Integrations Will Support Balanced Outlook
Analyst price targets for F5 have moved higher by a double digit dollar amount, with the shift supported by broader Street research pointing to resilient demand for security platforms, as well as company specific upside highlighted by several firms raising their dollar based targets in recent weeks. Analyst Commentary Recent Street research around F5 clusters around two broad themes: the durability of demand for security platforms, and the potential for company specific execution to support higher valuation frameworks.내러티브 업데이트 • Mar 09
FFIV: AI Security Offerings And Steady Demand Will Support Balanced Outlook
Analysts have raised their average price targets on F5 to a range of roughly $20 to $35, citing steady demand for security platforms even as AI coding assistants emerge and potential upside to current estimates. Analyst Commentary Street research around F5 centers on how AI coding tools intersect with security demand and how much upside exists relative to current expectations.내러티브 업데이트 • Feb 22
FFIV: Cybersecurity Demand And AI Security Launches Will Drive Rerating
Analysts have lifted their price targets on F5, with moves such as a $20 raise at RBC Capital and a $35 bump at Goldman Sachs. These changes reflect updated views on the stock's risk profile and earnings potential that align with our refreshed assumptions on discount rate and future P/E.내러티브 업데이트 • Feb 07
FFIV: Breach Concerns Will Fade As Delayed Cybersecurity Deals Eventually Close
Analysts have lifted their fair value estimate on F5 by about US$15 to roughly US$310, reflecting Street price target increases from several firms and updated assumptions around slightly higher revenue growth, a modestly lower discount rate, and a lower future P/E multiple, alongside a small reduction in projected profit margins. Analyst Commentary Street research around F5 has leaned more constructive recently, with several firms lifting their price targets and at least one upgrade alongside a more cautious check on near term deal activity.내러티브 업데이트 • Jan 23
FFIV: Breach Overhang Will Ease As Pipeline Delays Gradually Reverse
Analysts have raised their fair value estimate for F5 by about US$5 to US$295.30. This reflects slightly higher assumed profit margins and P/E multiples, while still accounting for near-term pipeline and security breach uncertainties cited in recent research.내러티브 업데이트 • Jan 07
FFIV: Breach Overhang And Softer FY26 Outlook Should Gradually Ease
Analysts have trimmed their price targets on F5 and now frame our updated fair value estimate at US$290.30, only slightly above the prior US$287.50. They weigh the short term drag from the security breach, softer FY26 guidance and software renewal uncertainty against a still constructive view on systems demand and the potential for delayed, rather than lost, deals.내러티브 업데이트 • Dec 23
FFIV: Share Price Should Recover As Breach Overhang And Cautious Spending Gradually Ease
We trim our F5 price target to $287.50 from $291.50 as analysts moderate FY26 growth and valuation expectations in light of the recent security breach and increasingly cautious customer purchasing behavior, despite resilient near term results and limited evidence of permanent deal losses. Analyst Commentary Street research remains mixed on F5, with most firms trimming price targets and FY26 expectations while acknowledging that recent execution has been solid.내러티브 업데이트 • Dec 09
FFIV: Share Price Should Recover As Security Breach Headwinds Gradually Ease
Analysts have modestly reduced their price targets on F5, trimming our implied valuation to reflect a slightly higher discount rate and tempered FY26 growth expectations in light of recent security breach related pipeline headwinds, even as most view deal activity as delayed rather than permanently lost. Analyst Commentary Street views on F5 remain mixed, with the recent security breach acting as the key swing factor for both growth expectations and valuation multiples.내러티브 업데이트 • Nov 25
FFIV: Share Price Will Rebound After Security Breach Disruption Clears
F5's analyst price targets have broadly moved lower, with several firms reducing their outlooks by $30 to $78. Analysts cite caution about the company's recent security breach and its potential to impact near-term revenue and customer sentiment.내러티브 업데이트 • Nov 08
FFIV: Share Price Will Recover Once Security Concerns Are Resolved
The average analyst price target for F5 was revised downward by $41.50 to $291.50, as analysts pointed to reduced growth expectations and heightened uncertainty following the recent security breach. Analyst Commentary Following recent earnings and the announcement of a security breach, analysts have updated their outlook and price targets for F5.분석 기사 • Nov 05
F5, Inc.'s (NASDAQ:FFIV) Popularity With Investors Under Threat As Stock Sinks 26%
F5, Inc. ( NASDAQ:FFIV ) shareholders that were waiting for something to happen have been dealt a blow with a 26% share...내러티브 업데이트 • Oct 25
Sector Demand and Margin Strength Will Outweigh Security Concerns Going Forward
Analysts have raised their average price target for F5 from $330.82 to $333.00, citing stronger margin expectations and ongoing sector demand despite recent security concerns. Analyst Commentary Recent commentary from industry analysts provides a balanced perspective on F5, highlighting both positive momentum and areas of ongoing caution following recent events.내러티브 업데이트 • Oct 10
Enterprise Hybrid Cloud Adoption Will Drive Future Demand
F5's analyst price target has been raised by $3.64 to $330.82 per share, as analysts cite persistent strong demand and higher than expected earnings in their upward revisions. Analyst Commentary Recent research activity highlights both positive momentum and ongoing caution among analysts covering F5.분석 기사 • Jul 21
With EPS Growth And More, F5 (NASDAQ:FFIV) Makes An Interesting Case
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...분석 기사 • Jul 08
Is It Time To Consider Buying F5, Inc. (NASDAQ:FFIV)?
F5, Inc. ( NASDAQ:FFIV ) received a lot of attention from a substantial price increase on the NASDAQGS over the last...분석 기사 • Jun 24
F5 (NASDAQ:FFIV) Has Some Way To Go To Become A Multi-Bagger
To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...Seeking Alpha • Apr 29
F5, Inc. Q2 Earnings: A Strong Free Cash Flow Machine At A Reasonable Price
Summary F5, Inc. raised its fiscal 2025 outlook, showing solid topline growth and strong underlying profitability, yet the market reaction was muted. FFIV operates debt-free with 8% of its market cap in net cash, justifying its 17x forward free cash flow valuation. The company’s new ADSP platform and hardware upgrades drive growth, while its minimal tariff impact and steady demand bolster confidence. Despite slower software growth and competitive pressures, FFIV’s financial strength and reasonable valuation present a compelling investment opportunity. Read the full article on Seeking AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$708m |
| Dec 31 2025 | n/a | n/a | US$706m |
| Sep 30 2025 | US$23m | US$962k | US$692m |
| Jun 30 2025 | n/a | n/a | US$667m |
| Mar 31 2025 | n/a | n/a | US$621m |
| Dec 31 2024 | n/a | n/a | US$595m |
| Sep 30 2024 | US$18m | US$962k | US$567m |
| Jun 30 2024 | n/a | n/a | US$554m |
| Mar 31 2024 | n/a | n/a | US$499m |
| Dec 31 2023 | n/a | n/a | US$461m |
| Sep 30 2023 | US$11m | US$962k | US$395m |
| Jun 30 2023 | n/a | n/a | US$332m |
| Mar 31 2023 | n/a | n/a | US$326m |
| Dec 31 2022 | n/a | n/a | US$301m |
| Sep 30 2022 | US$13m | US$925k | US$322m |
| Jun 30 2022 | n/a | n/a | US$344m |
| Mar 31 2022 | n/a | n/a | US$350m |
| Dec 31 2021 | n/a | n/a | US$337m |
| Sep 30 2021 | US$11m | US$875k | US$331m |
| Jun 30 2021 | n/a | n/a | US$298m |
| Mar 31 2021 | n/a | n/a | US$278m |
| Dec 31 2020 | n/a | n/a | US$297m |
| Sep 30 2020 | US$11m | US$875k | US$307m |
| Jun 30 2020 | n/a | n/a | US$325m |
| Mar 31 2020 | n/a | n/a | US$341m |
| Dec 31 2019 | n/a | n/a | US$395m |
| Sep 30 2019 | US$9m | US$850k | US$428m |
보상 대 시장: Francois의 총 보수(USD23.04M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.65M)보다 높습니다.
보상과 수익: Francois의 보상은 지난 1년 동안 20% 이상 증가했습니다.
CEO
Francois Locoh-Donou (55 yo)
9.2yrs
재임 기간
US$23,039,819
보수
Mr. Francois Locoh-Donou has been Chief Executive Officer and President at F5, Inc. (formally known as F5 Networks, Inc.) since April 3, 2017 and also serves as Chairman March 2026. He has enterprise techn...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 9.2yrs | US$23.04m | 0.33% $ 74.9m | |
| Executive VP & Chief Financial Officer | 1.6yrs | US$3.66m | 0.00072% $ 160.9k | |
| Executive VP & COO | 1.8yrs | US$8.25m | 0.014% $ 3.2m | |
| Executive VP & Chief Marketing Officer | less than a year | US$5.38m | 0.0038% $ 851.6k | |
| Executive VP & Chief Revenue Officer | 1.8yrs | US$6.53m | 0.037% $ 8.3m | |
| Executive VP & Chief Technology Operations Officer | less than a year | US$367.66k | 0.015% $ 3.4m | |
| Vice President of Investor Relations | no data | 데이터 없음 | 데이터 없음 | |
| Executive VP | 1.3yrs | 데이터 없음 | 0.0037% $ 835.9k | |
| Director of Corporate Communications | no data | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Sales for Asia Pacific | 9.3yrs | 데이터 없음 | 데이터 없음 | |
| Executive VP & Chief Product Officer | 1.8yrs | 데이터 없음 | 0.022% $ 4.8m | |
| Chief Digital Officer | 1.4yrs | 데이터 없음 | 데이터 없음 |
1.7yrs
평균 재임 기간
51yo
평균 나이
경험이 풍부한 관리: FFIV의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.7 년) — 신규 팀일 수 있습니다.
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 9.2yrs | US$23.04m | 0.33% $ 74.9m | |
| Independent Director | 2.8yrs | US$358.71k | 0.010% $ 2.3m | |
| Independent Director | 7.4yrs | US$367.66k | 0.020% $ 4.4m | |
| Independent Director | 5.8yrs | US$392.66k | 0.011% $ 2.4m | |
| Independent Director | 2.7yrs | US$367.66k | 0.0050% $ 1.1m | |
| Independent Director | 3.7yrs | US$387.66k | 0.0038% $ 847.1k | |
| Independent Director | 1.7yrs | US$466.08k | 0.0025% $ 561.0k | |
| Director | less than a year | 데이터 없음 | 데이터 없음 | |
| Independent Director | 1.7yrs | US$478.91k | 0.0025% $ 561.0k |
2.8yrs
평균 재임 기간
55yo
평균 나이
경험이 풍부한 이사회: FFIV의 이사회는 경험이 부족한 것으로 간주됩니다(평균 재임 2.8 년) — 신규 이사회일 가능성이 있습니다.
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/14 20:41 |
| 종가 | 2026/06/12 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/09/30 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
F5, Inc.는 42명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Jayson Noland | Baird |
| Timothy Long | Barclays |
| Jeffrey Kvaal | Barclays |