FTNT · Full Picture

Fortinet, Inc. — the full picture

Trailing window · 2026-05-12 to 2026-08-10

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Revenue Performance and Mix · Revenue growth & mixPriority 62
    quote_verified
    Fortinet reported adjusted EPS of $0.90 and revenue up 25.6% year-over-year in its most recent quarter.
  2. Guidance / Outlook · Guidance & outlookPriority 43
    1 forward row(s); quote_verified
    Fortinet raised its full-year 2026 revenue guidance after beating estimates in the quarter.
  3. Supply Chain Diversification · Supply chain & operationsPriority 33
    1 forward row(s); quote_verified
    Intel's foundry business has secured a significant deal with Fortinet to manufacture its next-generation Security Processor 6.
  4. Partner Ecosystem Expansion · Partnerships & JVsPriority 30
    quote_verified
    Birchbrook Inc. significantly reduced its stake in Fortinet, Inc. by 48.6% in the second quarter.
  5. Gross Margin Drivers · Gross marginPriority 29
    quote_verified
    InvestingPro analysis cited Fortinet as having an 80% gross profit margin.
  6. AI Governance Strategy · Strategic & business-model shiftsPriority 27
    quote_verified
    Fortinet is developing AI governance tools to monitor and control internal AI infrastructure usage to ensure sanctioned use and prevent data exfiltration.
  7. Products and Technology · Products & launchesPriority 27
    quote_verified
    Fortinet's strategy includes a unified network security platform called the "SASE Firewall" that converges secure access service edge and next-generation firewall capabilities.
  8. Cybercrime Bounty Program · Cybersecurity & incidentsPriority 26
    quote_verified
    FortiGuard Labs launched a new cybercrime bounty program in partnership with Crimestoppers International to gather human intelligence to identify and prosecute cybercriminals.

Threads by pillar

Revenue & Demand Priority 63 · 2 threads

Costs & Margins Priority 36 · 2 threads

Strategy & Portfolio Priority 33 · 2 threads

Guidance & Outlook Priority 43 · 1 thread

Management & Governance Priority 26 · 1 thread