F5, Inc. - Transition Struggles

Aug. 05, 2022 7:29 PM ETF5, Inc. (FFIV) StockFFIV

Summary

  • F5, Inc. is continuing to focus more on software.
  • This transition and supply chain issues in the hardware business have hurt margins in the meantime.
  • I find it hard to be upbeat on F5, Inc. shares here, as the transformation still has quite some time to prove to be effective.
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F5 Key

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In January 2021, I called F5, Inc. (NASDAQ:FFIV) a continued transformation story. The company has seen some acceleration in growth on the back of strategic acquisitions. As the company announced its next strategic deal early

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