Positioned at the intersection of hybrid multi-cloud adoption, expanding threat landscape, and AI inference, driving demand for application delivery and security solutions.
90% of enterprises now operate in hybrid multi-cloud environments, with workloads distributed across 22+ locations on average.
AI is rapidly increasing application and API traffic, with 78% of organizations running inference workloads and an average of 7 generative AI models in production.
Expanding threat landscape, including AI-powered attacks and quantum risks, is shifting security needs to the application and API layer.
Data sovereignty, regulatory requirements, and data gravity are driving reinvestment in private infrastructure and hybrid strategies.
Guiding to upper single-digit revenue CAGR through 2029, with aspirations for double-digit growth beyond that horizon.
Double-digit non-GAAP EPS CAGR expected through 2029, supported by strong product and services revenue growth.
Revenue CAGR accelerated from 4% (FY16–FY24) to 8.6% (FY25–FY26), exceeding mid-single-digit growth targets.
Software revenue projected to sustain double-digit growth, with SaaS and managed services transitioning to tailwinds.
Over $3.9B cumulative free cash flow generated from 2020–2025, with 63% returned via share repurchases.
Unified Application Delivery and Security Platform (ADSP) delivers and secures all apps and APIs across on-prem, cloud, and edge, reducing complexity and enabling centralized policy.
Portfolio includes hardware, software, SaaS, and cloud-native solutions, with 70% of top customers using two or more deployment modes.
AI-powered security, including WAF and runtime protection, is being rapidly adopted, with over 200 enterprise customers onboarded in 70 days.
More than 1,600 customers have adopted Distributed Cloud, with 50% using 4–6 services.
ADSP roadmap integrates BIG-IP, NGINX, and Distributed Cloud into a single platform, consolidating market position.
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
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The easiest way to stay updated during earnings season.
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One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
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This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
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Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
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