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FFIV compared with NET: revenue, margins and what each company keeps, and the suppliers and customers both name
FFIV
F5, Inc.
Change
Mkt cap
Revenue
Revenue
NET
Cloudflare, Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
FFIV
F5, Inc.
vs
NET
Cloudflare, Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
FFIV, solid
NET, dashed
Supply-chain overlap
Revenue flow
NET: latest quarter is a loss; flow not drawable.
Method
›
FFIV
F5, Inc.
Change
313.07
▲
+0.43%
· post 311.52
Mkt cap
$17.6B
Revenue
$865M
Q3 FY26
Revenue
$3.1B
FY25
NET
Cloudflare, Inc.
Change
268.67
▲
+9.88%
· post 269.30
Closed
Nov 6 '26
Mkt cap
$96.3B
Revenue
$783M
Q3 FY26
Revenue
$2.2B
FY25
vs
Compare
Closed
Nov 6 '26
FFIV
F5, Inc.
vs
NET
Cloudflare, Inc.
313.07
▲
+0.43%
post 311.52
Price
268.67
▲
+9.88%
post 269.30
$17.6B
Mkt cap
$96.3B
Q3 FY26
$865M
Revenue
$783M
Q3 FY26
FY25
$3.1B
Revenue
$2.2B
FY25
Change
Change
FFIV
313.07
▲
+0.43%
vs
NET
268.67
▲
+9.88%
Closed
Nov 6 '26
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only FFIV
1
—
One of our component suppliers
unlisted
supplier
Shared
0
No shared counterparties.
Only NET
5
CHPT
ChargePoint
customer
LCFY
Locafy
customer
—
JD Cloud
unlisted
supplier
—
Kiwi Farms
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
unlisted
customer
1 more · NET chain
›