Latest news with #F5
Yahoo
8 hours ago
- Business
- Yahoo
F5 (FFIV) Up 9.1% Since Last Earnings Report: Can It Continue?
A month has gone by since the last earnings report for F5 Networks (FFIV). Shares have added about 9.1% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is F5 due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. It turns out, estimates revision have trended downward during the past month. Currently, F5 has a nice Growth Score of B, though it is lagging a lot on the Momentum Score front with a D. Following the exact same course, the stock was allocated a grade of D on the value side, putting it in the bottom 40% for this investment strategy. Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in. Estimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Notably, F5 has a Zacks Rank #2 (Buy). We expect an above average return from the stock in the next few months. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report F5, Inc. (FFIV) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
6 days ago
- Yahoo
French Navy Offers Sneak Peek Of Its Future Carrier Air Wing
A French Navy official has laid out a broad plan for the country's carrier air wing from up to 2045. While the plan likely highlights just one vision of the kinds of aircraft we're likely to see aboard the French Navy's carrier in the future, it's notable in that it includes a significant drone component, alongside advanced crewed aircraft. France has a single nuclear-powered aircraft carrier, the Charles de Gaulle, currently in operation, and is planning to build an even more capable flattop to replace it, around 2038. The plan was presented in the form of a slide in a briefing by a French Navy official at the Combined Naval Event (CNE) that took place in Farnborough, England, this week. The event was conducted under Chatham House rules, meaning that information can be freely shared, but the identity of the speaker cannot be disclosed. The slide, seen below, was shared with TWZ by Navy Lookout, which provides independent naval news and analysis. The slide shows three different compositions for the French Navy's carrier air wing, starting in 2038. Whether coincidental or not, this is around the time that the Charles de Gaulle should be replaced by the Porte-Avions de Nouvelle Génération, or PA-Ng, which translates to New Generation Aircraft Carrier. You can read more about this warship here. As of 2038, the air wing is still based around the two main fixed-wing types now in service aboard the Charles de Gaulle, the Rafale M multirole fighter, and the E-2D Hawkeye airborne early warning and control (AEW&C) aircraft. These are shown complemented by a rotary-wing drone, which appears to be the Airbus Helicopters VSR700, but it may also be intended to represent this kind of capability more generically. The VSR700 is in development for the French Navy, after flight tests of a demonstrator version from one of its FREMM frigates in 2023. The drone is being proposed for intelligence, surveillance, targeting, and reconnaissance (ISTAR) and anti-submarine warfare operations, but could also undertake logistics, especially valuable aboard an aircraft carrier, and other tasks. There are various other alternatives to the VSR700, as well, most notably Austria's Schiebel S-300 rotary-wing drone, which will likely compete with it for French Navy orders. By 2038, the slide indicates that the French Navy will be operating the F5 version of the Rafale M, which will bring a host of new capabilities compared with the current F3 model. The F5 version of the Rafale, which will be in both land-based and carrier-compatible versions, is something we have discussed in the past. Standard F5 is planned to keep the Rafale in frontline service until around 2060. This latest iteration of the aircraft will focus on collaborative combat, as well as incorporating new-generation weapons, among them the ASN4G, the next-generation standoff nuclear weapon. #ASN4G – is the planned nuclear-armed #hypersonic cruise #missile intended to replace the ASMP-A #supersonic nuclear missile currently in service. The missile will equip the F4 variant of the Rafale fighter as well as Future Combat Air System vehicles#ArméeDelAir #FrenchAirForce — 𝔗𝔥𝔢 𝕯𝔢𝔞𝔡 𝕯𝔦𝔰𝔱𝔯𝔦𝔠𝔱△ (@TheDeadDistrict) May 28, 2020 Other new weapons for Standard F5 are expected to include successors for the SCALP conventional cruise missile and the Exocet anti-ship missile, with a hypersonic design being examined for the latter requirement. Air-to-air munitions should include an upgraded Meteor beyond-visual-range missile. Very significantly, the F5 version is also planned to be fielded alongside a new, French-developed uncrewed combat air vehicle (UCAV), of which more later. The next configuration of the carrier air wing is for 2040, by which time two new types of drones are shown as being in service. These are described loosely as an uncrewed aerial vehicle (UAV) and an uncrewed combat aerial vehicle (UCAV) on the slide and are illustrated with an MQ-9 and a Dassault nEUROn demonstrator, respectively. The F5 version of the Rafale M and the E-2D will also still be in service at this point. The UCAV, illustrated by the stealthy flying-wing nEUROn, may well be intended to represent the drone that France plans to introduce to work alongside the F5 Rafale, as well as independently. We already know this drone program will be headed up by Dassault Aviation and will draw upon the company's experience with the nEUROn. The new UCAV has already been billed as being 'complementary to the Rafale and suited to collaborative combat.' It will also have stealth characteristics, including an internal payload. The drone will feature autonomous control, with a human-in-the-loop (in the case of collaborative operations, the pilot in the cockpit of the Rafale). According to Dassault, the UCAV 'will be highly versatile and designed to evolve in line with future threats.' Its missions are expected to include suppression and destruction of enemy air defenses (SEAD/DEAD), in which the Rafale would benefit hugely from a low-observable loyal-wingman-type drone to operate in concert with the crewed fighter. As for the MQ-9, the land-based Reaper is already in French service, but its manufacturer, General Atomics Aeronautical Systems, Inc. (GA-ASI), is busily pursuing ways of adapting MQ-9-series drones for aircraft carrier operations. The company has devised a wing-kit which turns the MQ-9B into a big deck ship-deployable drone. It has also demonstrated its Mojave, specifically developed with the ability to perform short takeoffs and landings, including from different aircraft carriers. The same capabilities found in the Mojave demonstrator have meanwhile been ported over into the Gray Eagle STOL — a design we have discussed in depth in the past. Should the French Navy be interested in fielding a member of the wider family of Q-1 lineage drones aboard its carrier, that would certainly be an option. A drone of this kind could also serve as a sea control/anti-submarine warfare platform, as well as take on other roles such as airborne early warning radar and a networking node 'truck.' Meanwhile, in low-threat environments, it could even be used for reconnaissance and strike. The final carrier air wing configuration shown is for 2045, by which time, more significant developments will have changed the face of the aircraft on the deck of the French Navy's carrier. The spearhead of the 2045 carrier air wing is the navalized version of the Next Generation Fighter (NGF). This will be provided with its own air-launched Remote Carriers, a type of store that will increasingly blur the distinction between cruise missiles and drones, and which will deliver kinetic effects as well as carrying other types of payloads. As TWZ wrote about in the past: 'The requirement to have NGF — or a version of NGF — able to operate from French Navy aircraft carriers will bring additional challenges to the design, chiefly in the form of landing gear able to absorb deck landings, as well as catapult launch and arrester gear. The airframe would also have to be more robust for carrier operations, adding mass to the design, and that naval requirement would have to be accounted for in the wing and control surface design in order to allow for optimized carrier recovery. At the very least, this would necessitate a variant that is built for carrier operations, which would increase cost and timeline.' It has also been reported that the NGF may be too large to be easily accommodated on the Charles de Gaulle. The new fighter is likely to weigh in the region of 33 tons, compared to around 27 tons for a fully loaded Rafale. A larger airframe could translate to considerable range, as well as the ability to carry a significant payload internally. However, with the new carrier planned to be available from around 2038, the navalized NGF likely won't have to embark on the Charles de Gaulle. At the same time, the F5 version of the Rafale M and the E-2D will continue to serve alongside the NGF, at least for a while. The Rafale M could also be a potential launch platform for Remote Carriers. The NGF is being developed as the centerpiece of the pan-European Future Combat Air System (FCAS), not to be confused with the U.K.-led effort of the same name. The pan-European FCAS will include uncrewed air vehicles as well as uncrewed effectors and the aforementioned Remote Carriers. Perhaps most intriguingly, the uncrewed component for the 2045 carrier air wing now also includes the Airbus Wingman uncrewed concept aircraft, which was not previously known to be intended for carrier operations. The French Navy is clearly giving some thought to the potential of a fighter-like, stealthy drone within its carrier air wing, and as a capability to be introduced after a flying-wing-type UCAV. The Wingman, unveiled by Airbus last summer, is also intended to fly collaborative missions alongside crewed fighters. It has been pitched as a low-cost solution, with a price tag equivalent to one-third that of a modern crewed fighter, that can be brought into production and fielded rapidly. According to Airbus, the German Air Force has 'expressed a clear need' for a drone of this kind that would be able to operate in conjunction with crewed fighters before the arrival in service of the pan-European FCAS. As we noted at the time, it's hard to envisage that Airbus could develop and build the Wingman solely to meet a German requirement, and interest in a carrier-based version from France could give the program a valuable boost, were that to become formalized. Once again, it should be noted that this is very much a suggestion of possible carrier air wing configurations through to 2045 and very much not a program of record. It is, however, interesting to see that the French Navy is considering the possibilities of operating different types of drones aboard its carriers, including the fighter-like Wingman and some kind of development of the nEUROn, or equivalent, which could provide powerful strike and ISTAR capabilities, if pursued. The timeline also suggests that France is first looking to introduce a heavier, carrier-based, traditional stealthy UCAV with added collaborative capabilities, rather than a loyal wingman-type drone, first. It is likely that one reason for this is the need to combine the non-stealthy Rafale with a higher-end drone partner to remain relevant in highly contested combat environments in the future. Range is also likely an issue, with UCAV concepts generally possessing a combat radius in multiples of their manned fighter counterparts. This is key to the relevancy of the carrier going forward. Also worth noting is the fact that China also appears to be betting big on a similar concept, starting with carrier-based UCAVs, something that the U.S. Navy has passed over entirely. With its increasingly unmanned carrier air wing, the French Navy is very much following broader trends in China, the United States, and elsewhere. In the past, the U.S. Navy has said it wants to have uncrewed platforms make up the majority of its future carrier air wings, with up to 60 percent of all aircraft on each flattop being pilotless in the coming decade or two. More recently, however, the Navy has talked about scaling back its ambitions for developing and fielding carrier-based Collaborative Combat Aircraft (CCA), at least in terms of how quickly it might want to pursue them. Instead, the U.S. Navy is putting more effort into its MQ-25 Stingray tanker drone and its supporting infrastructure. Meanwhile, although it is experimenting with the CCA concept, the Navy is allowing the other services, especially the U.S. Air Force, to prove this out in a full-operational service context. With that in mind, the French Navy's apparent consideration of stealthy UCAVs as part of its future carrier air wing is especially notable. Again, it highlights a glaring gap in the U.S. combat aircraft space, one we have been pointing out in detail for many years. Undoubtedly, there's growing interest in stealthy UCAVs around the world, including for embarking on carriers. It will be interesting to see what direction the French Navy takes as it starts to assemble the air wing for its next-generation carrier. Contact the author: thomas@
Yahoo
6 days ago
- Business
- Yahoo
F5 and Red Hat Expand AI Collaboration for Secure, Scalable Applications
On May 19, F5, Inc. (NASDAQ:FFIV) announced an enhanced partnership with Red Hat, the leading provider of open-source solutions, aimed at helping enterprises securely deploy and scale high-performance AI applications. The collaboration enables businesses to accelerate retrieval-augmented generation (RAG), model serving, and scalable data ingestion, fostering AI adoption without compromising security. A data analyst in front of a computer monitor, analyzing a series of financial trends. AI deployment is surging, with F5's 2025 State of Application Strategy Report showing that 96% of organizations are deploying AI models, a sharp increase from 25% in 2023. To meet this growing demand, F5 and Red Hat are prioritizing essential AI infrastructure, enabling businesses to enhance data pipeline security, improve inference performance, and efficiently scale AI solutions. The partnership focuses on enabling secure data flow, high GPU utilization, and fast response times for retrieval-augmented generation (RAG) and model serving at scale, accelerating extensive dataset processing for AI training and inference through MinIO and F5 on OpenShift AI, and strengthening AI security with an API-first approach to protect against threats like prompt injection, model theft, and data leakage using F5 Distributed Cloud WAAP and BIG-IP solutions. The collaboration highlights F5's commitment to open-source innovation, allowing businesses to adopt AI infrastructure flexibly. The initiative will be showcased at Red Hat Summit 2025 (May 19–22 in Boston), where experts will highlight real-world AI use cases, including secure model serving and scalable RAG workloads. While we acknowledge the potential of F5, Inc. (NASDAQ:FFIV) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than FFIV and that has 100x upside potential, check out our report about the . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
21-05-2025
- Business
- Yahoo
F5 and Red Hat Expand AI Collaboration for Secure, Scalable Applications
On May 19, F5, Inc. (NASDAQ:FFIV) announced an enhanced partnership with Red Hat, the leading provider of open-source solutions, aimed at helping enterprises securely deploy and scale high-performance AI applications. The collaboration enables businesses to accelerate retrieval-augmented generation (RAG), model serving, and scalable data ingestion, fostering AI adoption without compromising security. A data analyst in front of a computer monitor, analyzing a series of financial trends. AI deployment is surging, with F5's 2025 State of Application Strategy Report showing that 96% of organizations are deploying AI models, a sharp increase from 25% in 2023. To meet this growing demand, F5 and Red Hat are prioritizing essential AI infrastructure, enabling businesses to enhance data pipeline security, improve inference performance, and efficiently scale AI solutions. The partnership focuses on enabling secure data flow, high GPU utilization, and fast response times for retrieval-augmented generation (RAG) and model serving at scale, accelerating extensive dataset processing for AI training and inference through MinIO and F5 on OpenShift AI, and strengthening AI security with an API-first approach to protect against threats like prompt injection, model theft, and data leakage using F5 Distributed Cloud WAAP and BIG-IP solutions. The collaboration highlights F5's commitment to open-source innovation, allowing businesses to adopt AI infrastructure flexibly. The initiative will be showcased at Red Hat Summit 2025 (May 19–22 in Boston), where experts will highlight real-world AI use cases, including secure model serving and scalable RAG workloads. While we acknowledge the potential of F5, Inc. (NASDAQ:FFIV) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than FFIV and that has 100x upside potential, check out our report about the . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Scoop
21-05-2025
- Business
- Scoop
F5 Delivers Scalable And Secure Cloud-Native Network Functionality For AI And High-Bandwidth Applications
Press Release – F 5 F5 has unveiled F5 BIG-IP Next Cloud-Native Network Functions (CNF) 2.0, an evolved solution that significantly enhances the capabilities of the F5 Application Delivery and Security Platform (ADSP) for large-scale cloud-native applications. F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today unveiled F5 BIG-IP Next Cloud-Native Network Functions (CNF) 2.0, an evolved solution that significantly enhances the capabilities of the F5 Application Delivery and Security Platform (ADSP) for large-scale cloud-native applications. With advanced Kubernetes-native features, F5 BIG-IP Next CNF 2.0 redefines how organisations adapt to increasingly complex and resource-intensive operations caused by high-bandwidth applications such as AI by delivering scalable, resource-efficient, and secure network functionality for telecommunications service providers, internet service providers (ISPs), cloud service providers, and large enterprises. Designed to support diverse industries—from telecommunications to cloud services—F5 BIG-IP Next CNF 2.0 helps organisations revolutionise high-bandwidth operations. Service providers can cut costs with more efficient resource allocation and scaling, mitigate modern security threats, and simplify management through Kubernetes-native automation. By integrating essential services such as DDoS protection, firewall, intrusion prevention system (IPS), and carrier-grade NAT (CGNAT), F5 BIG-IP Next CNF 2.0 empowers providers to consolidate network operations, safeguard infrastructure, and proactively scale amidst increasing traffic demands. 'Service providers and large enterprises are under pressure to scale faster, operate leaner, and stay secure—all in increasingly complex environments,' said Kunal Anand, Chief Innovation Officer at F5. 'With BIG-IP Next CNF 2.0, we're extending the F5 ADSP with a truly cloud-native solution built for modern, decentralised infrastructure. Unlike legacy virtualised approaches that burn resources, our Kubernetes-native architecture unlocks smarter scaling, stronger security, and more efficient delivery of high-bandwidth services—giving customers the flexibility to move faster without compromise.' Raising the Bar for Cloud-Native Network Functions Telecommunications and enterprise networks face an urgent need to balance escalating traffic volumes, tight budgets, and growing security threats—all within complex, distributed architectures. F5 BIG-IP Next CNF 2.0 directly addresses these challenges with tools that consolidate network functions, reduce resource consumption, and optimise scalability and security. Highlights of F5 BIG-IP Next CNF 2.0 include: Disaggregation (DAG): Enables horizontal scalability for traffic steering and resource optimisation. Accelerated DNS: Offers faster query responses and reduced latency via caching and secure zone transfers. Policy Enforcer: Integrates traffic optimisation features like video acceleration, URL filtering, and context-aware controls. Unified Security Services: Combines firewall, DDoS mitigation, IPS, and CGNAT for centralised management and robust protection. Platform Enhancements: Maximises flexibility with Kubernetes-native automation and separate scaling of control and data planes. Optimised for Large Networks Across Industries F5 BIG-IP Next CNF 2.0 helps telecommunications providers supercharge their 4G and 5G environments with advanced traffic steering and enhanced security tailored for N6/SGi-LAN architectures. ISPs benefit from capabilities like CGNAT to mitigate IPv4 shortages while boosting performance through system disaggregation. Cloud service providers gain the edge with scalable global server load balancing (GSLB) and AI-ready DNS features, ensuring seamless digital experiences. Enterprises, on the other hand, can power IT and SecOps teams with intelligent traffic optimisation, robust DDoS defences, and simplified policy enforcement for bandwidth-intensive applications, reinforcing their operational agility and security posture. With 33 per cent lower CPU utilisation, F5 BIG-IP Next CNF 2.0 reduces operational costs and optimises resource consumption. The solution's independent scalability—allowing separate data and control plane scaling—ensures flexibility without bottlenecks, while its edge-ready and power-efficient architecture guarantees low latency and superior user experiences. Integrated security measures protect against large-scale network attacks, and Kubernetes-native automation streamlines workflows with API-driven deployments for faster, simplified operations. F5 BIG-IP Next CNF 2.0 consolidates services to reduce infrastructure costs by over 60 per cent. Disaggregation enables seamless scalability across CNF instances, while DNS acceleration minimises latency for end users. Advanced traffic optimisation ensures smooth performance during peak demand, empowering service providers to excel in high-bandwidth applications. F5 BIG-IP Next CNF 2.0 + Red Hat OpenShift This week at Red Hat Summit 2025, F5 is unveiling BIG-IP Next CNF 2.0 functionality on Red Hat OpenShift. BIG-IP Next CNF 2.0 is designed to work more seamlessly with Red Hat OpenShift, the industry's leading hybrid cloud application platform powered by Kubernetes. Red Hat OpenShift delivers a critical foundation for service providers to more effectively deploy scalable cloud-native applications on a trusted, more consistent platform. By combining Red Hat OpenShift's robust Kubernetes management capabilities with F5 BIG-IP Next CNF 2.0's powerful network functions, service providers can scale their applications more efficiently while unlocking additional value, including advanced traffic handling, optimised security, and simplified usability. Many service providers already rely on Red Hat OpenShift for modern cloud-native operations. Visit to learn more about how F5 enables transformational cloud-native operations for interconnected networks. About F5 F5, Inc. (NASDAQ: FFIV) is the global leader that delivers and secures every app. Backed by three decades of expertise, F5 has built the industry's premier platform—F5 Application Delivery and Security Platform (ADSP)—to deliver and secure every app, every API, anywhere: on-premises, in the cloud, at the edge, and across hybrid, multicloud environments. F5 is committed to innovating and partnering with the world's largest and most advanced organisations to deliver fast, available, and secure digital experiences. Together, we help each other thrive and bring a better digital world to life.
