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 Piper Sandler Global Growth Frontiers Conference Transcript

Sep 13, 2022 / 04:00PM GMT

Release Date Price: $156.06 (-4.30%)

Transcript

James Edward Fish

Piper Sandler & Co., Research Division - VP & Senior Research Analyst

All right. Thanks, everybody, for joining us. With us today, we have F5, and thankfully, we have CFO, Frank Pelzer, and GM of App Delivery, Kara Sprague. So thanks for joining us, guys. Format here. I've got a bunch of questions kind of run through.

One of the first ones that I really want to get into is around supply chain, Frank and Kara. And when you think about supply chain, are you guys starting to see that it's normalizing as it pertains to business? And how are you thinking about this elevated backlog over the next year or so? And what may have been kind of from the space a pull-in of demand for networking generally? Like how are you balancing all of this together in terms of how you're expecting things to play out?

Questions & Answers

Francis J. Pelzer;Kara Lynn Sprague

F5, Inc. - Executive VP & CFO;F5, Inc. - Executive VP and GM of App Delivery & Enterprise

Yes, I will get to that. But Kara...

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