FTNT · 10-Q · 2026Q3 · Full report

Market Demand Trends

Fortinet, Inc. · 2026-10-30 · Importance 65 · Surprise 48

Fortinet reported higher customer demand for higher-performance products, alongside increased unit shipments and higher average selling prices. Product growth was driven by secure networking hardware and term licenses, with demand supported by AI infrastructure deployments, technology upgrades, upsell activity, and expansion into new use cases. The filing also cites strength in unified SASE and SecOps, as well as growth in SaaS solutions and security subscriptions.

Key facts

• Fortinet's product revenue growth was driven in part by demand for higher-performance products, AI infrastructure deployments, technology upgrades, upsell activity, and expansion into new use cases. source