FTNT · 10-Q · 2026Q3 · Full report
Geographic Revenue Performance
Fortinet, Inc. · 2026-10-30 · Importance 53 · Surprise 48 · In source text
Revenue grew across all three reported regions, with EMEA contributing the largest share of the increase both in dollars and percentage terms. In the third quarter, revenue grew 23% in EMEA, 21% in the Americas, and 14% in APAC; their respective shares of total revenue were 42%, 40%, and 18%. For the first nine months, regional growth was 26% in EMEA, 20% in the Americas, and 17% in APAC, with the same revenue mix shares. Billings were geographically diversified: five countries accounted for about half of third-quarter billings, while more than 100 other countries each contributed less than 3%.
Key facts
- Fortinet's nine-month revenue increased $1.08 billion, or 22%, compared with the same period in 2025, and EMEA contributed the largest increase both in absolute dollars and percentage terms. source
- For the three months ended September 30, 2026, EMEA, the Americas, and APAC contributed 42%, 40%, and 18% of Fortinet revenue and grew 23%, 21%, and 14%, respectively, year over year. source
- For the nine months ended September 30, 2026, EMEA, the Americas, and APAC contributed 42%, 40%, and 18% of Fortinet revenue and grew 26%, 20%, and 17%, respectively, year over year. source
- In the three months ended September 30, 2026, five countries represented approximately 50% of Fortinet billings, while over 100 other countries each contributed less than 3% and accounted for the remaining approximately 50% in aggregate. source
- As of September 30, 2026, Fortinet's end-customers were located in over 100 countries. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +52.0% | Fortinet's nine-month revenue increased $1.08 billion, or 22%, compared with the same period in 2025, and EMEA contributed the largest… |