We are still in the early innings of the ongoing earnings season, with only a third of S&P 500 companies having returned their Q1 2025 scorecards. According to FactSet , 73% of those companies have exceeded Wall Street’sI'm an avid investor with a long-term, and sometimes contrarian, approach to equities investing. I started out as a Tech analyst but now also cover Commodities and Energy sectors as the world navigates the energy transition.Analyst’s Disclosure: I/we have no stock, option or similar derivati ...

F5, Inc. (FFIV) reported second-quarter fiscal 2025 non-GAAP earnings of $3.42 per share, which surpassed the Zacks Consensus Estimate by 10.3% and came ahead of management’s guidance of $3.02-$3.14 (midpoint of $3.08). The bottom line increased 17.5% year over year.F5’s revenues of $731 million for the second quarter of fiscal 2025 surpassed the consensus mark by 2%. The top line increased 7.3% on a year-over-year basis. Revenues also came ahead of management’s guidance of $705-$725 million (midpoint of $7 ...

文章核心观点 介绍投资分析师Michael Wiggins De Oliveira的投资策略、专业经验、所在投资小组及关联方情况 [1][2][3] 投资策略 - Michael是拐点投资者 专注于在公司叙事改变且业务在未来一年有望大幅盈利时买入低价公司 [1] - 专注科技和“大能源转型（包括铀）”领域 管理约15至20只股票的集中投资组合 平均持股期18个月 [1] 专业经验 - Michael有超10年分析无数公司的经验 在科技和能源领域积累了出色专业经验 在Seeking Alpha上有超4万粉丝 [2] 投资小组 - Michael是投资小组Deep Value Returns的领导者 [2] - 该小组特点包括通过价值股集中投资组合提供见解、及时更新选股信息、每周举办网络研讨会提供实时建议 并按需为新老投资者提供支持 [3] - 小组有活跃、充满活力且友善的社区 可通过聊天轻松访问 [3] 关联方 - Seeking FCF是Michael Wiggins De Oliveira的关联方 [3]

F5 (FFIV) Q2 2025 Earnings Call April 28, 2025 09:49 PM ET Speaker0 Good afternoon, and welcome to the F5, Inc. Second Quarter Fiscal twenty twenty five Financial Results Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. Also, this conference is being recorded. If anyone has any objections, please disconnect at this time. I'll now turn the call over to miss Suzanne Dulong. Ma'am, you may begin. Speaker1 Hello, and we ...

F5 Networks (FFIV) came out with quarterly earnings of $3.42 per share, beating the Zacks Consensus Estimate of $3.10 per share. This compares to earnings of $2.91 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 10.32%. A quarter ago, it was expected that this computer networking company would post earnings of $3.37 per share when it actually produced earnings of $3.84, delivering a surprise of 13.95%.Over the last four quarte ...

"F5's continuous innovation, technology leadership, and unique ability to address our customers' hybrid multicloud challenges were key drivers of our strong Q2 results," said François Locoh-Donou, F5's President and CEO. "Our second quarter revenue of $731 million reflects 7% growth year over year fueled by 12% product revenue growth including 27% systems revenue growth." Second Quarter Performance Summary Q2 FY25 Earnings Release Page 1 of 5 "F5 alleviates the high costs, crushing complexity, and escalatin ...

F5 Inc. (FFIV) is likely to beat expectations when it reports second-quarter fiscal 2025 results on April 28, after market close.For the second quarter of fiscal 2025, F5 projects non-GAAP earnings per share (EPS) in the range of $3.02-$3.14 (midpoint of $3.08). The Zacks Consensus Estimate for the same is pegged at $3.10, suggesting a year-over-year increase of 6.5%. The figure has remained unchanged for the past 60 days.FFIV’s earnings surpassed the Zacks Consensus Estimate in each of the trailing four qu ...

文章核心观点 - 华尔街分析师预测F5 Networks即将公布的季度财报，预计每股收益和营收同比增长，过去30天共识每股收益预估下调，还给出部分关键指标平均预估，公司股价近一月表现及评级情况 [1][2][6] 盈利预测 - 分析师预测F5 Networks即将公布的季度每股收益为3.10美元，同比增长6.5% [1] - 预计该季度营收达7.1685亿美元，同比增长5.2% [1] - 过去30天该季度共识每股收益预估下调0.2%至当前水平 [2] 关键指标预估 - 分析师预计“净营收 - 服务”为3.9056亿美元，较上年同期增长2.5% [4] - 预测“净营收 - 产品”达3.2629亿美元，同比增长8.7% [5] - 预计“净产品营收 - 软件”为1.7808亿美元，同比增长12.4% [5] - 分析师预估“净产品营收 - 系统”为1.4845亿美元，较上年同期增长4.8% [5] 股价表现与评级 - F5股票过去一个月变动为 -7.4%，而Zacks标准普尔500综合指数变动为 -6.6% [6] - F5的Zacks评级为3（持有），预计短期内密切跟随整体市场表现 [6]

文章核心观点 - F5 Networks预计2025年3月季度营收增长带动盈利同比增加 实际结果与预期对比影响短期股价 AppFolio也将公布同期财报 投资者可结合Earnings ESP和Zacks Rank等因素判断投资机会 [1][17] 分组1：F5 Networks预期情况 - 公司预计2025年3月季度每股收益3.10美元 同比增长6.5% 营收7.1685亿美元 同比增长5.2% [3] - 过去30天季度每股收益共识预期下调0.06% [4] - 最准确估计高于Zacks共识估计 Earnings ESP为+1.71% 股票Zacks Rank为3 大概率超越共识每股收益预期 [10][11] - 上一季度预期每股收益3.37美元 实际为3.84美元 惊喜率+13.95% 过去四个季度均超越共识每股收益预期 [12][13] 分组2：AppFolio预期情况 - 公司预计2025年3月季度每股收益1.22美元 同比增长16.2% 营收2.2156亿美元 同比增长18.2% [17] - 过去30天每股收益共识预期未变 最准确估计较高使Earnings ESP为0.61% 但Zacks Rank为4 难以确定是否超越共识每股收益预期 过去四个季度三次超越 [18] 分组3：投资建议 - 盈利超预期或未达预期并非股价涨跌唯一因素 但押注预计超预期股票可增加成功几率 投资前应查看公司Earnings ESP和Zacks Rank [14][15]

文章核心观点 - F5 Networks公司有超越盈利预期的历史，且有望在下次季度报告中延续这一趋势，投资者可考虑该股票 [1] 盈利表现 - 过去两个季度，公司平均超出盈利预期10.16% [2] - 最近一个季度，公司预期每股收益3.37美元，实际报告3.84美元，超出预期13.95% [2] - 上一季度，共识预期每股收益3.45美元，实际为3.67美元，超出预期6.38% [2] 盈利预测指标 - 近期F5的盈利预测上调，Zacks盈利ESP为正，结合其良好的Zacks排名，是盈利超预期的积极信号 [5] - 盈利ESP为正且Zacks排名为3（持有）或更好的股票，近70%的时间会带来正向盈利惊喜 [6] - F5目前的盈利ESP为+1.71%，结合其Zacks排名3（持有），下次盈利报告可能再次超预期，报告预计于2025年4月28日发布 [8] 盈利ESP说明 - Zacks盈利ESP将最准确估计与Zacks季度共识估计进行比较，分析师在盈利发布前修正估计可能更准确 [7] - 负的盈利ESP读数不意味着盈利未达预期，但会降低该指标的预测能力 [9] 投资建议 - 许多公司虽超盈利预期，但股价未必上涨；部分股票未达预期，股价也可能持稳，投资前检查公司盈利ESP可增加成功几率 [10]