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Fortinet, Inc.FTNTNASDAQ
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Palo Alto Vs. Fortinet: Why Fortinet Comes Out On Top
seekingalpha.com

Palo Alto Vs. Fortinet: Why Fortinet Comes Out On Top

Palo Alto leads in market share and recurring revenue diversification but faces slowing subscription growth amid intensifying competition. Fortinet is favored for robust profitability, strong revenue growth, and a significant hardware refresh cycle opportunity. Both companies face rising competition from Microsoft and CrowdStrike and could see challenges in maintaining market share.

Fortinet Q4 Earnings Call Highlights
defenseworld.net

Fortinet Q4 Earnings Call Highlights

Fortinet (NASDAQ: FTNT) executives highlighted broad-based demand and accelerating product revenue growth as the company reported fourth quarter and full-year 2025 results that exceeded management's guidance on billings, revenue, and operating margin. On the call, Founder, Chairman, and CEO Ken Xie and CFO Christiane Ohlgart pointed to momentum in Unified SASE, operational technology (OT) security, and

Fortinet fourth quarter earnings beat driven by enterprise demand
proactiveinvestors.com

Fortinet fourth quarter earnings beat driven by enterprise demand

Fortinet Inc (NASDAQ:FTNT) reported fourth-quarter 2025 earnings that exceeded analyst expectations on both revenue and earnings per share, sending its stock about 3% higher in early trade on Friday. For the quarter, the cybersecurity firm reported EPS of $0.81, above the Wall Street consensus estimate of $0.74, and revenue of $1.91 billion, surpassing the $1.86 billion forecast.

EARNINGS ALERT: AMZN, RDDT, FTNT
youtube.com

EARNINGS ALERT: AMZN, RDDT, FTNT

Amazon (AMZN) set the bar even higher for mega cap CapEx with projections of $200 billion for 2026. Shares of the Mag 7 giant initially sold off following the announcement and earnings miss.

Fortinet Reports Strong Fourth Quarter and Full Year 2025 Financial Results
globenewswire.com

Fortinet Reports Strong Fourth Quarter and Full Year 2025 Financial Results

Fourth Quarter 2025 Highlights Revenue grew 15% year over year to $1.91 billion Product revenue grew 20% year over year to $691 million Billings grew 18% to $2.37 billion 1 Unified SASE billings grew 40% GAAP operating margin of 33% Non-GAAP operating margin of 37% 1 Full Year 2025 Highlights Revenue grew 14% year over year to $6.80 billion Product revenue grew 16% year over year to $2.22 billion Billings grew 16% to $7.55 billion 1 Unified SASE & SecOps billings grew 24% GAAP operating margin of 31% Non-GAAP operating margin of 35% 1 Free cash flow of $2.21 billion 1 Exceeded the ‘Rule of 45' for the sixth consecutive y ear 2 SUNNYVALE, Calif., Feb. 05, 2026 (GLOBE NEWSWIRE) -- Fortinet® (Nasdaq: FTNT), a global cybersecurity leader driving the convergence of networking and security, today announced financial results for the fourth quarter of 2025 and full year ended December 31, 2025.

13,996 Shares in Fortinet, Inc. $FTNT Bought by Machina Capital S.A.S.
defenseworld.net

13,996 Shares in Fortinet, Inc. $FTNT Bought by Machina Capital S.A.S.

Machina Capital S.A.S. acquired a new position in Fortinet, Inc. (NASDAQ: FTNT) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 13,996 shares of the software maker's stock, valued at approximately $1,177,000. A number of other institutional investors and

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