{"slug":"f5","name":"F5","name_en":"F5, Inc.","ticker":"FFIV","updated_at":"2026-09-24T10:49:44.782531+00:00","canonical":"https://valuechain.wiki/f5","citable":"밸류체인 그래프 기준 F5의 직접 연결 기업은 2곳(관계 기준 공급 2·매출 0)이고, 사슬을 2차까지 넓히면 14곳에 닿는다. 링크의 근거 출처는 6건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-09-24 기준).","citable_en":"Per the valuechain.wiki graph, F5, Inc. is directly linked to 2 companies (2 supply, 0 revenue relationships) and reaches 14 companies within two hops; the links are backed by 6 dated sources, 2 of them primary filings (as of 2026-09-24).","kicker":"앱 전송·보안 플랫폼","kicker_en":"Application delivery and security","lead":"F5는 기업용 애플리케이션 전송·보안 장비, 소프트웨어, 구독 및 유지보수 서비스로 돈을 번다. 매출은 대형 IT 유통사에 집중되고, 하드웨어는 Flex가 위탁생산하며 Intel 프로세서 같은 부품을 사용한다.","lead_en":"F5 earns revenue from enterprise application delivery and security systems, software, subscriptions, and support services. Sales are concentrated among large IT distributors, while Flex manufactures its hardware using components such as Intel processors.","categories":[{"key":"cybersecurity","ko":"사이버보안","en":"Cybersecurity","theme":"cloud-software","theme_ko":"클라우드·기업 소프트웨어","theme_en":"Cloud & Enterprise Software","theme_kind":"sector","primary":true}],"segments":{"parts":[{"name":"제품","note":"FY2025 $1,508,640,000, 총매출의 48.9%. 시스템 $705,551,000과 소프트웨어 $803,089,000으로 구성"},{"name":"서비스","note":"FY2025 $1,579,432,000, 총매출의 51.1%"}],"total":"FY2025 총매출 $3,088,072,000","track":"C"},"segments_en":{"parts":[{"name":"Products","note":"FY2025 revenue of $1,508,640,000, or 48.9% of total revenue, comprising $705,551,000 of systems and $803,089,000 of software"},{"name":"Services","note":"FY2025 revenue of $1,579,432,000, or 51.1% of total revenue"}],"total":"FY2025 total revenue of 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Momentum stayed firm and it is +53% in 2026. The supply side (avg +120.4%) leads the stock (+53%), with spending rippling down to suppliers first. Among connected nodes the furthest ahead is Intel (+159.6%) and the furthest behind is Flex Ltd. (+81.2%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Sales are concentrated among large IT distributors, while Flex manufactures its hardware using components such as Intel processors.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"칼립소AI","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2025-11-25","basis":"칼립소AI 인수로 인식한 현금 인수대가","value":145207000,"period":"FY2025","basis_en":"Cash purchase consideration recognized for the CalypsoAI acquisition","qualifier":null},"note":"F5는 2025년 9월 칼립소AI를 인수해 완전자회사로 편입했다. 발표 당시 거래가치는 1억8천만 달러였고, 10-K에 인식된 현금 인수대가는 1억4,520만 달러다.","note_en":"F5 acquired CalypsoAI in September 2025 and made it a wholly owned subsidiary. The announced transaction value was $180 million, while the cash purchase consideration recognized in the 10-K was $145.2 million.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-11-25","url":"https://www.sec.gov/Archives/edgar/data/1048695/000104869525000157/ffiv-20250930.htm","title":"F5, Inc. 2025 회계연도 Form 10-K","title_en":"F5, Inc. 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It accounted for 17.6% of F5's total revenue in the first nine months of fiscal 2025.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-08-06","url":"https://www.sec.gov/Archives/edgar/data/1048695/000104869525000129/ffiv-20250630.htm","title":"F5, Inc. 2025 회계연도 3분기 Form 10-Q","title_en":"F5, Inc. Form 10-Q for the quarter ended June 30, 2025","excerpt":"F5는 시넥스 코퍼레이션이 2025년 6월 30일까지 9개월 총매출의 17.6%를 차지했다고 공시했다.","excerpt_en":"Synnex Corporation accounted for 17.6% of total net revenue for the nine months ended June 30, 2025."}]},{"direction":"revenue","counterparty":"잉그램 마이크로","counterparty_slug":null,"confidence":"high","metric":{"type":"revenue_share","unit":"percent","as_of":"2025-08-06","basis":"잉그램 마이크로가 차지한 F5 총매출 비중","value":16.7,"period":"FY2025 9M","basis_en":"Ingram Micro's share of F5 total net revenue","qualifier":null},"note":"잉그램 마이크로는 F5 제품의 핵심 유통 고객이다. 2025 회계연도 첫 9개월에 F5 총매출의 16.7%를 차지했다.","note_en":"Ingram Micro is a major distribution customer for F5 products. It accounted for 16.7% of F5's total revenue in the first nine months of fiscal 2025.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-08-06","url":"https://www.sec.gov/Archives/edgar/data/1048695/000104869525000129/ffiv-20250630.htm","title":"F5, Inc. 2025 회계연도 3분기 Form 10-Q","title_en":"F5, Inc. Form 10-Q for the quarter ended June 30, 2025","excerpt":"F5는 잉그램 마이크로가 2025년 6월 30일까지 9개월 총매출의 16.7%를 차지했다고 공시했다.","excerpt_en":"Ingram Micro, Inc. accounted for 16.7% of total net revenue for the nine months ended June 30, 2025."}]},{"direction":"cost","counterparty":"플렉스","counterparty_slug":"flex-ltd","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2025-11-25","basis":"Flex 위탁생산·부품조달·출하 비용","value":null,"period":"FY2025","basis_en":"Contract manufacturing, component procurement, and fulfillment spend with Flex","qualifier":"confirmed_no_disclosed_value"},"note":"Flex는 F5의 주력 제3자 하드웨어 위탁생산사다. 멕시코 과달라하라와 중국 주하이에서 조립·품질관리·시험을 수행하고 부품 조달과 출하도 관리한다.","note_en":"Flex is F5's primary third-party hardware manufacturing partner. It performs assembly, quality control, and systems testing in Guadalajara and Zhuhai while also managing component procurement and fulfillment.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-11-25","url":"https://www.sec.gov/Archives/edgar/data/1048695/000104869525000157/ffiv-20250930.htm","title":"F5, Inc. 2025 회계연도 Form 10-K","title_en":"F5, Inc. Form 10-K for fiscal year 2025","excerpt":"F5는 Flex를 주력 제3자 제조 서비스 제공업체로 두고 하드웨어 시스템 생산을 위탁한다고 공시했다.","excerpt_en":"We outsource the manufacturing of our products to various manufacturing partners, including our primary third-party manufacturer service provider, Flex Ltd."},{"stance":"confirms","publisher":"F5","publisher_en":"F5","kind":"ir","lang":"en","published_at":"2025-04-24","url":"https://cdn.studio.f5.com/files/k6fem79d/production/5392ad1056bd12c9c668de6de9ea87fa7a637300.pdf","title":"F5 현대판 노예제·강제노동·인신매매 성명서, 2025 등록연도","title_en":"F5 Modern Slavery, Forced Labor and Human Trafficking Statement, 2025 Registry Year","excerpt":"F5는 최종 제품 조립을 멕시코 과달라하라와 중국 주하이의 Flex가 맡고, F5 생산용 부품 구매도 주로 Flex를 통해 이뤄진다고 밝혔다.","excerpt_en":"Our supply chain consists of a global network of electronic component suppliers, with final product assembly completed by Flex Ltd. in Guadalajara, Mexico and Zhuhai, China. Purchasing of components for F5 production is done primarily through Flex."}]},{"direction":"cost","counterparty":"Intel","counterparty_slug":"intel","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2026-03-27","basis":"rSeries용 Intel 프로세서 관련 부품비","value":null,"period":"2026-03","basis_en":"Intel processor component cost for the rSeries platform","qualifier":"confirmed_no_disclosed_value"},"note":"F5의 rSeries 하드웨어는 Intel 프로세서를 사용한다. 부품 구매는 주로 Flex를 통해 이뤄지므로 Intel은 F5 하드웨어 원가의 상류 공급사이며 직접 지급액은 공개되지 않았다.","note_en":"F5's rSeries hardware uses Intel processors. Because component purchasing is handled primarily through Flex, Intel is an upstream contributor to F5's hardware cost rather than necessarily a direct-pay vendor, and no supplier-specific spend is disclosed.","sources":[{"stance":"confirms","publisher":"F5","publisher_en":"F5","kind":"ir","lang":"en","published_at":"2026-03-27","url":"https://www.f5.com/pdf/products/f5-application-delivery-controller-system-rseries-data-sheet.pdf","title":"F5 rSeries 어플라이언스 데이터시트","title_en":"F5 rSeries Appliance Data Sheet","excerpt":"F5는 rSeries가 최신 Intel CPU 처리 기술을 사용하며 일부 모델에는 Intel Atom 프로세서가 탑재된다고 명시했다.","excerpt_en":"F5 rSeries also leverages a new architecture and hardware with larger, field-programmable gate arrays (FPGAs) and the latest Intel processing for CPU."},{"stance":"mentions","publisher":"F5","publisher_en":"F5","kind":"ir","lang":"en","published_at":"2025-04-24","url":"https://cdn.studio.f5.com/files/k6fem79d/production/5392ad1056bd12c9c668de6de9ea87fa7a637300.pdf","title":"F5 현대판 노예제·강제노동·인신매매 성명서, 2025 등록연도","title_en":"F5 Modern Slavery, Forced Labor and Human Trafficking Statement, 2025 Registry Year","excerpt":"F5는 제품 설계를 통제하고 공급사를 지정하지만, 생산용 부품 구매는 주로 Flex를 통해 이뤄진다고 설명했다.","excerpt_en":"Purchasing of components for F5 production is done primarily through Flex. However, as F5 maintains design control, we conduct our own risk assessments on the suppliers specified in our products."}]}]}