-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：F5第二季業績表現卓越，營收達8.12億美元（年增11%），連續第七個季度實現兩位數的產品營收成長。產品營收飆升22%至4.11億美元，其中系統營收成長26%至2.26億美元，軟體營收成長17%至1.84億美元，顯著高於2%的服務營收成長。公司圍繞著混合多雲部署、網路安全威脅和人工智慧推理工作負載等結構性趨勢的策略定位，持續推動強勁的市場需求。 F5將2026財年營收成長預期從5%-6%上調至7%-8%，並將每股盈餘預期從15.65-16.05美元上調至16.25-16.55美元，反映出公司對其市場地位的信心增強。非GAAP營業利潤率成長190個基點至33.8%，每股盈餘成長14%至3.90美元，展現強勁的營運槓桿效應。我們預計，隨著企業加速數位轉型和人工智慧應用，公司將繼續保持成長勢頭，並已在持久的技術轉型趨勢中佔據有利地位。
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