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 & Telecom Conference Transcript

Mar 08, 2023 / 07:00PM GMT

Release Date Price: $144.9 (+0.17%)

Transcript

Meta A. Marshall

Morgan Stanley, Research Division - VP

All right. As we get everybody up on stage, I'll read a sort of disclosure. For important disclosures, please see the Morgan Stanley research disclosures website at morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative.

Welcome, everybody. I'm Meta Marshall. I cover the networking space here at Morgan Stanley. We're delighted to have F5 Networks here with us today, Frank Pelzer, CFO; and Kara Sprague, EVP and GM of App Delivery and Enterprise. My record of nailing last names is continuing.

Questions & Answers

Meta A. Marshall;

Morgan Stanley, Research Division - VP

So all right, over the past few years, F5, it's had a bit of a renaissance, not only from -- internally within the portfolio. But also just as ADCs went from being viewed as mature to kind of being viewed as a very relevant market. So what -- maybe just like remind investors like what has kind of caused this resurgence of the core ADC?

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