F5 Inc (NAS:FFIV)

$ 250.35 0.28 (0.11%) Market Cap: 14.67 Bil Enterprise Value: 13.83 Bil PE Ratio: 26.19 PB Ratio: 4.65 GF Score: 86/100

F5 Inc at Morgan Stanley Technology, Media, and Telecom Conference (Virtual) Transcript

Mar 09, 2022 / 11:00PM GMT

Release Date Price: $199.6 (+2.57%)

Transcript

Meta A. Marshall

Morgan Stanley, Research Division - VP

All right. Welcome, everybody. If you just came from the best ideas panel, I pitched F5. So you had competition with Amazon being pitched, but I think we gave a solid pitch. So hopefully, you enjoyed that. Today, I'm Meta Marshall. I cover the networking space here at Morgan Stanley. We're delighted to have F5 network or F5, not networks anymore, here with us today with Francois Locoh-Donou, CEO; and Frank Pelzer, CFO with us.

Questions & Answers

Meta A. Marshall;Francois Locoh;Donou

Morgan Stanley, Research Division - VP;F5, Inc. - President,

So part of what I was just talking about is the best ideas panel is the software transition that F5 has taken over the past couple of years. Obviously, you are a leading provider in the hardware ADC market. But as customers have increasingly moved workloads to the cloud, you guys have found a way to keep F5 relevant. What do you see as being F5's core value proposition in the modern application ecosystem.

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