F5, Inc. (FFIV) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

SA Transcripts 162.15K Followers Follow F5, Inc. ( FFIV ) Goldman Sachs Communacopia + Technology Conference 2026 September 9, 2026 1:10 PM EDT Company Participants Cooper Werner - Executive VP & Chief Financial Officer Thomas Fountain - Executive VP & COO Conference Call Participants Michael Ng - Goldman Sachs Group, Inc., Research Division Presentation Michael Ng Goldman Sachs Group, Inc., Research Division Great. Good morning, everybody. Welcome to the F5 fireside chat at the Goldman Sachs Communacopia and Technology Conference. My name is Mike Ng, and I cover F5 and Comtech here at Goldman. It's my great privilege to welcome Cooper Werner, who is F5's CFO; and Tom Fountain, who is F5's COO. Thank you both for joining us here today. It's an absolute pleasure. Cooper Werner Executive VP & Chief Financial Officer Thanks for having us. Question-and-Answer Session Michael Ng Goldman Sachs Group, Inc., Research Division Great. To start off, I was just wondering if you could hit a big picture strategic question. At the Analyst Day, the company highlighted several technology megatrends, the growing adoption of hybrid multi-cloud, the expanding threat landscape, growing demand for AI inference. All of these things are driving demand for F5's ADC products or performance tools. Would you talk a little bit more about what you see as the key industry trends today and how F5 is positioned in each of them? Thomas Fountain Executive VP & COO Sure. So, thank you, Mike, for having us. And maybe before I jump into the megatrends, let me just get on record our safe harbor provision. Our discussion today may contain forward-looking statements, which involve uncertainties and risks. Our actual results may differ materially from those expressed or implied in these statements. Please see our SEC filings for more information on these risk factors. So Mike, I think we talked a bit about this