F5 (FFIV) Morgan Stanley Technology, Media & Telecom Conference 2026 summary

Forward-looking statements and disclosures

• Discussion included forward-looking statements involving uncertainties and risks, with reference to SEC filings for risk factors.

Market trends and customer use cases

• Hybrid multi-cloud architectures are driving complexity, with customers supporting legacy and modern applications across data centers, public cloud, and edge.

• AI is accelerating demand for API security and data delivery solutions, with hardware offerings well-suited for these needs.

• Customers are increasingly seeking unified security protocols and management tools across environments.

Competitive landscape and growth strategies

• Flexible commercial models and new features, especially in security, are reducing friction for customers.

• Investments in analytics (XOps) provide customers with a comprehensive view of application environments, enabling rapid response to performance and security issues.

• Specialist sales teams and platform convergence are helping differentiate in a more competitive market.