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Side-by-side financial comparison of F5, Inc. (FFIV) and Genius Sports Ltd (GENI). Click either name above to swap in a different company.
F5, Inc. is the larger business by last-quarter revenue ($811.7M vs $510.9M, roughly 1.6× Genius Sports Ltd). F5, Inc. runs the higher net margin — 18.2% vs -12.3%, a 30.6% gap on every dollar of revenue. Over the past eight quarters, Genius Sports Ltd's revenue compounded faster (129.2% CAGR vs 8.0%).
F5, Inc. is an American technology company specializing in application security, multi-cloud management, online fraud prevention, application delivery networking (ADN), application availability and performance, and network security, access, and authorization.
Genius Sports is a sports data and technology company that provides data management, video streaming and integrity services to sports leagues, bookmakers and media companies.
FFIV vs GENI — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $811.7M | $510.9M |
| Net Profit | $148.0M | $-63.0M |
| Gross Margin | 81.4% | 25.2% |
| Operating Margin | 22.1% | -11.5% |
| Net Margin | 18.2% | -12.3% |
| Revenue YoY | 11.0% | — |
| Net Profit YoY | 1.5% | — |
| EPS (diluted) | $2.58 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $811.7M | — | ||
| Q4 25 | $822.5M | $510.9M | ||
| Q3 25 | $810.1M | $335.4M | ||
| Q2 25 | $780.4M | $215.2M | ||
| Q1 25 | $731.1M | $119.7M | ||
| Q4 24 | $766.5M | $413.0M | ||
| Q3 24 | $746.7M | $285.8M | ||
| Q2 24 | $695.5M | $184.1M |
| Q1 26 | $148.0M | — | ||
| Q4 25 | $180.1M | $-63.0M | ||
| Q3 25 | $190.5M | — | ||
| Q2 25 | $189.9M | $-47.3M | ||
| Q1 25 | $145.5M | $-25.5M | ||
| Q4 24 | $166.4M | $-85.5M | ||
| Q3 24 | $165.3M | $-47.1M | ||
| Q2 24 | $144.1M | $-35.5M |
| Q1 26 | 81.4% | — | ||
| Q4 25 | 81.5% | 25.2% | ||
| Q3 25 | 82.2% | 24.2% | ||
| Q2 25 | 81.0% | 19.1% | ||
| Q1 25 | 80.7% | 10.7% | ||
| Q4 24 | 81.7% | 16.7% | ||
| Q3 24 | 80.8% | 20.5% | ||
| Q2 24 | 80.4% | 18.6% |
| Q1 26 | 22.1% | — | ||
| Q4 25 | 26.0% | -11.5% | ||
| Q3 25 | 25.4% | -15.3% | ||
| Q2 25 | 25.2% | -21.0% | ||
| Q1 25 | 21.7% | -20.3% | ||
| Q4 24 | 26.8% | -18.0% | ||
| Q3 24 | 25.6% | -13.9% | ||
| Q2 24 | 23.4% | -16.8% |
| Q1 26 | 18.2% | — | ||
| Q4 25 | 21.9% | -12.3% | ||
| Q3 25 | 23.5% | — | ||
| Q2 25 | 24.3% | -22.0% | ||
| Q1 25 | 19.9% | -21.3% | ||
| Q4 24 | 21.7% | -20.7% | ||
| Q3 24 | 22.1% | -16.5% | ||
| Q2 24 | 20.7% | -19.3% |
| Q1 26 | $2.58 | — | ||
| Q4 25 | $3.10 | — | ||
| Q3 25 | $3.25 | — | ||
| Q2 25 | $3.25 | — | ||
| Q1 25 | $2.48 | — | ||
| Q4 24 | $2.82 | — | ||
| Q3 24 | $2.79 | — | ||
| Q2 24 | $2.44 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.4B | $280.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.6B | $724.5M |
| Total Assets | $6.5B | $1.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.2B | $280.6M | ||
| Q3 25 | $1.3B | $110.2M | ||
| Q2 25 | $1.4B | $110.2M | ||
| Q1 25 | $1.3B | $110.2M | ||
| Q4 24 | $1.2B | $100.3M | ||
| Q3 24 | $1.1B | $100.3M | ||
| Q2 24 | $935.6M | $100.3M |
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.5B | $724.5M | ||
| Q3 25 | $3.6B | $572.4M | ||
| Q2 25 | $3.5B | $572.4M | ||
| Q1 25 | $3.3B | $572.4M | ||
| Q4 24 | $3.2B | $573.0M | ||
| Q3 24 | $3.1B | $573.0M | ||
| Q2 24 | $3.0B | $573.0M |
| Q1 26 | $6.5B | — | ||
| Q4 25 | $6.3B | $1.1B | ||
| Q3 25 | $6.3B | $792.3M | ||
| Q2 25 | $6.1B | $792.3M | ||
| Q1 25 | $5.9B | $792.3M | ||
| Q4 24 | $5.9B | $775.7M | ||
| Q3 24 | $5.6B | $775.7M | ||
| Q2 24 | $5.4B | $775.7M |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $525.1M | $81.9M |
| Free Cash FlowOCF − Capex | — | $69.6M |
| FCF MarginFCF / Revenue | — | 13.6% |
| Capex IntensityCapex / Revenue | — | 2.4% |
| Cash ConversionOCF / Net Profit | 3.55× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $33.5M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $525.1M | — | ||
| Q4 25 | $159.2M | $81.9M | ||
| Q3 25 | $208.1M | $-4.8M | ||
| Q2 25 | $282.2M | $-1.2M | ||
| Q1 25 | $256.6M | $-14.6M | ||
| Q4 24 | $202.8M | $14.9M | ||
| Q3 24 | $246.5M | $-9.2M | ||
| Q2 24 | $159.0M | — |
| Q1 26 | — | — | ||
| Q4 25 | $149.5M | $69.6M | ||
| Q3 25 | $191.9M | $-14.2M | ||
| Q2 25 | $273.7M | $-5.8M | ||
| Q1 25 | $246.1M | $-16.0M | ||
| Q4 24 | $194.7M | $11.3M | ||
| Q3 24 | $240.4M | $-11.6M | ||
| Q2 24 | $153.1M | — |
| Q1 26 | — | — | ||
| Q4 25 | 18.2% | 13.6% | ||
| Q3 25 | 23.7% | -4.2% | ||
| Q2 25 | 35.1% | -2.7% | ||
| Q1 25 | 33.7% | -13.4% | ||
| Q4 24 | 25.4% | 2.7% | ||
| Q3 24 | 32.2% | -4.1% | ||
| Q2 24 | 22.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 2.4% | ||
| Q3 25 | 2.0% | 2.8% | ||
| Q2 25 | 1.1% | 2.1% | ||
| Q1 25 | 1.4% | 1.2% | ||
| Q4 24 | 1.1% | 0.9% | ||
| Q3 24 | 0.8% | 0.9% | ||
| Q2 24 | 0.8% | — |
| Q1 26 | 3.55× | — | ||
| Q4 25 | 0.88× | — | ||
| Q3 25 | 1.09× | — | ||
| Q2 25 | 1.49× | — | ||
| Q1 25 | 1.76× | — | ||
| Q4 24 | 1.22× | — | ||
| Q3 24 | 1.49× | — | ||
| Q2 24 | 1.10× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
