School Playground Tension spills over between MSFT, Google and Meta…

F5…even if you don’t care. First things first……an earnings season pulse check. F5 FFIV reported really strong numbers and commentary last night and was up 10% after hours. For context they reported $747m in revenue against expectations of $730…and the standout was a 19% YoY increase in software sales. Earnings were $3.67 V $3.45 expected....

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