周一夜盘，网络安全解决方案提供商F5 Inc（FFIV）股价大跌6.69%，主要原因是公司发布的第一季度营收指引低于市场预期，并警告称近期发生的安全事件可能会影响销售。
F5公司预计2026财年第一季度营收在7.3亿美元至7.8亿美元之间，低于分析师平均预期的7.91亿美元。公司表示，由于客户在最近的安全事件发生后集中精力评估和修复其环境，预计近期销售周期会受到一些干扰。F5还承认，这可能对其近期的运营利润产生轻微影响。
展望2026财年，F5给出的收入增长指引为0%到4%，低于分析师平均预期的4.8%。公司预计需求影响将在上半年更加明显，到2026财年下半年才会趋于正常。尽管公司高管在财报电话会议上表示尚未看到需求受到实质性影响，但投资者对这一谨慎展望反应强烈，导致股价大幅下跌。值得注意的是，F5首席财务官强调，任何需求影响可能只是短期的，对经营模式的影响也会是暂时的。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.