Fortinet Stock Price, News & Analysis

Fortinet (NASDAQ: FTNT), a global cybersecurity leader, has scheduled its Q2 2025 earnings conference call for Wednesday, August 6, at 1:30 p.m. PT (4:30 p.m. ET). The call will be available in listen-only mode through the company's investor relations website.

Investors can access the CEO and CFO's prepared remarks, supplemental slides, and call replay through Fortinet's Quarterly Earnings page. Participants are advised to join 10 minutes before the event start time.

Fortinet (NASDAQ: FTNT) has been named the Overall Leader in the Westlands Advisory IT/OT Network Protection Platform Navigator 2025 report for the third consecutive time. The company achieved top rankings in both strategic direction and capability for IT/OT security solutions.

The recognition highlights Fortinet's OT Security Platform, which provides comprehensive network segmentation, asset visibility, and advanced threat protection in a unified platform. Key features include broad security solutions across IT/OT infrastructures, custom-built ASIC technology for enhanced performance, and cutting-edge AI/ML innovations for threat detection.

According to Westlands Advisory, Fortinet offers the broadest range of industrial-grade security hardware solutions, including FortiGate Rugged firewalls and FortiSwitch industrial switches. The company's solutions have received multiple industry awards, including the 2024 Red Dot Product Design Award and Control Engineering awards for their rugged security appliances.

Fortinet (NASDAQ: FTNT), a global cybersecurity leader, has been named a Leader in the 2025 Gartner Magic Quadrant for Enterprise Wired and Wireless LAN Infrastructure for the second consecutive year. The recognition highlights the company's secure LAN edge portfolio, including FortiSwitch and FortiAP solutions.

The company's networking solutions are distinguished by their built-in AI-powered security and AI-assisted network operations, fully integrated with the Fortinet Security Fabric and powered by FortiOS. Key benefits include pervasive built-in security at the LAN edge, stronger IT and OT convergence through a unified platform, and consistent capabilities with intuitive licensing to reduce costs and complexity.

Additionally, Fortinet has been recognized in the 2024 Gartner Peer Insights Voice of the Customer for Enterprise Wired and Wireless LAN Infrastructure as a Customers' Choice for the seventh consecutive time, demonstrating strong customer satisfaction with their integrated security and networking solutions.

Fortinet announced significant updates to its cloud security portfolio, including enhancements to Lacework FortiCNAPP and expanded availability of solutions in AWS Marketplace. The FortiCNAPP updates include Real-Time CloudTrail Alerting reducing AWS alert latency to under 15 minutes, Explorer Security Graph for visual attack path analysis, Agentless Windows Scanning, and Fleet Management capabilities. The company has made several services available in AWS Marketplace including FortiAppSec Cloud, FortiMail Workspace Security, FortiNDR Cloud, FortiSIEM, and Fortinet Incident Response services. Fortinet achieved AWS Security Incident Response Specialization and introduced new service bundles for web applications and APIs. The company's FortiFlex offering provides flexible, usage-based licensing to help organizations optimize cloud security investments.

Fortinet (NASDAQ: FTNT) has announced major enhancements to its cybersecurity portfolio with the launch of FortiMail Workspace Security suite and upgrades to FortiDLP. The expanded platform provides AI-powered protection across email, browsers, and collaboration tools, addressing both external threats and insider risks. Following the acquisition of Perception Point, FortiMail now offers comprehensive email security with flexible deployment options. The solution extends protection to platforms like Microsoft 365, Teams, Google Workspace, and Slack, while FortiDLP adds advanced capabilities for tracking sensitive data movement and detecting high-risk behavior. These enhancements come as cybercriminals increasingly use AI tools like FraudGPT and BlackmailerV3 to create more sophisticated attacks. The platform includes 24/7 managed incident response service and focuses on protecting organizations' sensitive data and intellectual property across modern work environments.

Fortinet (NASDAQ: FTNT) has been recognized as a Challenger in the 2025 Gartner Magic Quadrant for Security Service Edge (SSE). This follows their recognition as a Leader with the highest ability to execute in the 2024 Gartner Magic Quadrant for SD-WAN. FortiSASE, their unified SASE platform, offers key differentiators including: unified solution built on FortiOS with single operating system and management console; flexible connectivity supporting BYOD and various deployment options; and intelligent innovation powered by FortiGuard AI-Powered Security Services. The platform delivers integrated capabilities including secure web gateway, zero-trust network access, cloud access security broker, Firewall-as-a-Service, and remote browser isolation. Notably, Fortinet was the only vendor to receive Gartner Peer Insights Customers' Choice Recognition for SSE two consecutive years.

Fortinet (FTNT) reported strong Q1 2025 financial results with total revenue of $1.54 billion, up 13.8% year-over-year. Key highlights include product revenue of $459.1 million (up 12.3%) and service revenue of $1.08 billion (up 14.4%). The company achieved record first quarter performance with GAAP operating margin of 29.5% and non-GAAP operating margin of 34.2%. Notable growth was seen in Unified SASE ARR (up 26%) and Security Operations ARR (up 30%). Cash flow from operations reached a record $863.3 million, with free cash flow of $782.8 million. For Q2 2025, Fortinet expects revenue between $1.59-$1.65 billion and for full-year 2025, projects revenue of $6.65-$6.85 billion.

Fortinet (NASDAQ: FTNT) has launched the FortiGate 700G series, a next-generation firewall (NGFW) designed for modern campus environments. The new series, powered by Fortinet's proprietary NP7 and SP5 ASIC processors, delivers 164 Gbps firewall throughput (7x higher than competitors) and 26 Gbps threat protection (4x better). Key features include 7x lower power consumption, post-quantum cryptography capabilities, and FortiAI-Protect for AI-driven threat detection and GenAI risk assessment. The FortiGate 700G supports various network interfaces (5GE to 25GE) and includes FortiSentry for system file protection. The device demonstrates superior performance metrics across firewall throughput, IPsec VPN, concurrent sessions, and energy efficiency compared to competitors like Palo Alto Networks, Check Point, and Cisco.

Vodafone Business and Fortinet have expanded their global partnership to enhance cybersecurity services across Europe, Asia, and the United States. The collaboration focuses on delivering converged networking and security solutions through Vodafone Business Secure Networking Services, powered by Fortinet's SD-WAN and FortiSASE cloud security.

Vodafone Business has achieved "Fortinet Global Partner" status, offering services across 192 countries. The partnership introduces four management options including 24x7 support, co-managed network security, and professional services. A new cybersecurity center in Düsseldorf, Germany, will host over 100 experts to protect enterprise customers.

Key offerings include: Vodafone Business Secure Firewall, Secure SD-WAN, and FortiSASE, designed for organizations requiring secure hybrid work solutions and cloud workload management. The partnership addresses rising cybersecurity incidents in the EU while helping businesses meet compliance standards.