F5 ($FFIV) podcast mentions

Per Ticker.id: 1 F5 ($FFIV) mention across 1 podcast (30 days) — timestamped, verifiable quotes, updated 2026-10-01.

  1. Things like that. And it got pretty serious. And so I built a whole company to protect businesses from these attacks. And the way I looked at it is like, you need big scale, you need to have the biggest, most expensive stuff, and not everyone could afford that. So we'll turn that into kind of a leased service as a, as a, you know, one of the first cloud services to exist. And it was pretty, very successful. Still exists today. It's Akamai Prolexic. Yeah, absolutely. They even kept the name. It's just rare. And then we did DefenseNet later on, uh, which became F5 SilverLine. And, and then, so in between all of that, I really like big scale stuff and, and bandwidth. And, uh, so the other one we did was called BitGravity, and that was one of the first, or the first video-centric CDNs. So big file, big object delivery, and we had some really great customers there early on. And people got it and then we had a lot of tech around it to save people money.
    Barrett Lyon · The a16z Show · Rebuilding the Internet for Privacy | Barrett Lyon on DoxxNet · 2026-10-01
  2. So how much is the Venom F5? Is that what it's called?
    Filippo · THIS CAR POD! with Doug DeMuro & Friends! · Hennessey Blackbird Goes Analog! Dodge Goes Insane? Porsche Flip-Flops EV Again! · 2026-08-07
  3. Uh, a couple of other things I want to know. They're making this purposely more comfortable than the Venom F5, right? That's like a top-speed car. This will have 4 cupholders.
    Filippo · THIS CAR POD! with Doug DeMuro & Friends! · Hennessey Blackbird Goes Analog! Dodge Goes Insane? Porsche Flip-Flops EV Again! · 2026-08-07
  4. I rode in a Hennessey Venom F5.
    Ryan · THIS CAR POD! with Doug DeMuro & Friends! · Hennessey Blackbird Goes Analog! Dodge Goes Insane? Porsche Flip-Flops EV Again! · 2026-08-07
  5. F5 delivered a massive beat across the board this quarter. Total revenue came in at $865 million, which is an 11% year-over-year jump, and they absolutely crushed consensus on the bottom line with adjusted EPS hitting $4.73.
    Speaker A · Daily Market Download · F5 Q3 2026 Financial Results and Business Outlook (FFIV) · 2026-07-28
  6. Exactly. But F5 software revenue only grew a modest 7%. Meanwhile, their systems revenue, which is literally their physical hardware, exploded by 32% year over year to hit $240 million. Why is a modern cloud and AI security company seeing a 32% surge in physical metal boxes?
    Speaker A · Daily Market Download · F5 Q3 2026 Financial Results and Business Outlook (FFIV) · 2026-07-28
  7. It's a logical concern, but it assumes that AI traffic is like a one-time step up. Mm-hmm. What F5's leadership is seeing and what they're actually building for is continuous scaling.
    Speaker B · Daily Market Download · F5 Q3 2026 Financial Results and Business Outlook (FFIV) · 2026-07-28
  8. Yeah, and if we map out those 3 megatrends, you really start to see exactly why F5 is positioned to win here. The first trend is hybrid multi-cloud adoption, right?
    Speaker B · Daily Market Download · F5 Q3 2026 Financial Results and Business Outlook (FFIV) · 2026-07-28
  9. Exactly. They want one unified platform that can sit across all of it. And F5 acts as that unifying layer. They replace all those fragmented, um, point products with a single consistent front door regardless of where the actual data lives.
    Speaker B · Daily Market Download · F5 Q3 2026 Financial Results and Business Outlook (FFIV) · 2026-07-28
  10. So as analysts, how do we see F5 actually monetizing that inference phase? When an enterprise app talks to an AI model, what is F5 actually doing in that split second?
    Speaker A · Daily Market Download · F5 Q3 2026 Financial Results and Business Outlook (FFIV) · 2026-07-28
  11. So F5 targets this directly through 3 specific operational use cases. You've got AI data delivery, AI runtime security, and AI factory load balancing.
    Speaker B · Daily Market Download · F5 Q3 2026 Financial Results and Business Outlook (FFIV) · 2026-07-28
  12. Exactly. So F5 sits at the front door of that factory. They inspect the incoming traffic packets and intelligently distribute or load balance those requests across the entire GPU cluster in real time.
    Speaker B · Daily Market Download · F5 Q3 2026 Financial Results and Business Outlook (FFIV) · 2026-07-28
  13. They follow the exact same logic. For AI data delivery, the model needs constant access to massive datasets scattered across that messy hybrid multi-cloud we just talked about. F5 ensures the networking pipelines deliver that data flawlessly.
    Speaker B · Daily Market Download · F5 Q3 2026 Financial Results and Business Outlook (FFIV) · 2026-07-28
  14. Well, for AI runtime security, you have to understand that when an AI is actively making inferences, it is highly vulnerable to manipulation or, you know, data poisoning. Mm-hmm. F5 is essentially securing that live millisecond-to-millisecond interaction.
    Speaker B · Daily Market Download · F5 Q3 2026 Financial Results and Business Outlook (FFIV) · 2026-07-28
  15. So, if the bad guys are using AI to attack in milliseconds, How is F5 possibly defending against that, especially considering what, 71% of their product bookings come from enterprise customers, you know, banks, hospitals, governments?
    Speaker A · Daily Market Download · F5 Q3 2026 Financial Results and Business Outlook (FFIV) · 2026-07-28