F5 announced a partnership with Sectigo to embed automated certificate lifecycle management into its Application Delivery and Security Platform (ADSP). The integration will allow customers to automatically issue, deploy, renew, and replace SSL/TLS certificates across F5 environments, reducing manual effort and mitigating the risk of certificate‑related outages in hybrid and multi‑cloud deployments.
The partnership announcement coincided with F5’s Q2 fiscal 2026 earnings release. The company reported revenue of $812 million, up 11% year‑over‑year from $731 million in Q2 FY2025, driven by a 26% increase in Systems hardware revenue, a 17% rise in software revenue, and a modest 2% growth in services revenue. Non‑GAAP earnings per share were $3.90, a 14% increase from $3.34–$3.46 in the prior year and a $0.46 beat over the consensus estimate of $3.44.
F5’s gross margin expanded to 83.7% non‑GAAP from 83.1% YoY, while operating margin rose to 33.8% from 31.9%, reflecting strong pricing power in high‑margin product segments and disciplined cost control amid rising component costs. Management attributed the margin lift to continued demand for AI‑ready platforms and the growing mix of high‑margin services.
In its earnings call, CEO François Locoh‑Donou highlighted the partnership as a key element of the company’s strategy to deliver integrated security and application delivery solutions. He noted that the collaboration “strengthens our ADSP by adding automated machine‑identity management, a critical capability as certificate lifespans shorten.” The company also raised its full‑year 2026 revenue guidance to 7%–8% from 5%–6% and reiterated its confidence in sustaining margin expansion.
The market reacted positively to the earnings and partnership news. Analysts upgraded their outlooks, citing the earnings beat, margin improvement, and the strategic value of the Sectigo integration. The partnership is expected to enhance customer stickiness and open new revenue opportunities in the growing AI and multi‑cloud security space.
Overall, the partnership and strong Q2 results reinforce F5’s competitive positioning and signal continued growth momentum in its core product lines.
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