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F5 Networks, Inc. Condensed Consolidated Balance Sheets (in thousands)

December 31, 2003 (unaudited) Assets Current assets Cash and cash equivalents ....................................................................................... Short-term investments ............................................................................................ Accounts receivable, net of allowances of $3,028 and $3,049................................. Inventories ............................................................................................................... Other current assets.................................................................................................. Total current assets .............................................................................................. Restricted cash ............................................................................................................. Property and equipment, net ........................................................................................ Long-term investments ................................................................................................ Goodwill ...................................................................................................................... Other assets, net ........................................................................................................... Total assets...........................................................................................................

$

$

September 30, 2003

27,712 $ 110,190 17,496 1,158 4,574 161,130

10,351 34,527 19,325 762 4,779 69,744

6,000 9,871 67,097 24,188 4,010 $ 272,296

6,000 10,079 34,132 24,188 4,030 148,173

2,670 $ 13,348 21,775 37,793

3,714 13,148 19,147 36,009

Liabilities and Shareholders’ Equity Current liabilities Accounts payable..................................................................................................... Accrued liabilities .................................................................................................... Deferred revenue ..................................................................................................... Total current liabilities.........................................................................................

$

Other long-term liabilities............................................................................................

1,668

Deferred tax liability....................................................................................................

303

Total long-term liabilities ....................................................................................

1,971

1,584 151 1,735

Commitments and contingencies Shareholders’ equity Preferred stock, no par value; 10,000 shares authorized, no shares outstanding...... Common stock, no par value; 100,000 shares authorized 32,998 and 27,403 shares issued and outstanding ......................................................................................... Unearned compensation............................................................................................... Accumulated other comprehensive income ................................................................. Accumulated deficit..................................................................................................... Total shareholders’ equity ....................................................................................... Total liabilities and shareholders’ equity ................................................................

$

259,837 ― 359 (27,664) 232,532 272,296 $

― 141,709 (10) 195 (31,465) 110,429 148,173


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