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Fortinet Introduces FortiOS 8.0 to Expand Secure Networking with Secure AI Controls, Fabric-based AI Agents, Flexible SASE, and Simplified SD-WAN

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Fortinet (NASDAQ: FTNT) on March 10, 2026 released FortiOS 8.0, a unified operating system that expands AI-driven security, next-generation SASE, and quantum-safe cryptography to protect hybrid and multi-cloud environments.

Key capabilities include FortiView for AI attack surface, AI-aware controls, SASE Outpost and sovereign SASE options, multipath IPsec, and post-quantum cryptography for management and SSL inspection.

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Positive

  • Introduces FortiView for AI attack surface and shadow AI visibility (March 10, 2026)
  • Adds AI-aware application control and MCP/A2A visibility to reduce blind spots
  • Expands SASE with SASE Outpost and sovereign deployment options for data residency
  • Implements quantum-resilient cryptographic controls and hybrid PQC SSL deep inspection

Negative

  • None.

Key Figures

FY2025 Revenue: $6.80B FY2025 Net Income: $1.85B Q4 2025 Revenue: $1.91B +5 more
8 metrics
FY2025 Revenue $6.80B Full-year 2025 total revenue from 10-K
FY2025 Net Income $1.85B Full-year 2025 net income from 10-K
Q4 2025 Revenue $1.91B Q4 2025 revenue from earnings release
FY Free Cash Flow $2.21B Full-year 2025 free cash flow from earnings release
Q4 Product Revenue $691M Q4 2025 product revenue from earnings release
Q4 Billings $2.37B Q4 2025 billings from earnings release
GAAP Op Margin Q4 33% Q4 2025 GAAP operating margin from earnings release
GAAP Op Margin FY 31% Full-year 2025 GAAP operating margin from earnings release

Market Reality Check

Price: $83.81 Vol: Volume 5,374,807 vs 20-da...
normal vol
$83.81 Last Close
Volume Volume 5,374,807 vs 20-day average 6,941,054 (relative volume 0.77x), indicating subdued trading ahead of this release. normal
Technical Price at $83.81, trading below the 200-day MA of $87.05 and about 23.34% under the 52-week high of $109.33.

Peers on Argus

FTNT was up 0.17% pre-news, while peers showed mixed moves: NET +4.83%, SNPS +1....

FTNT was up 0.17% pre-news, while peers showed mixed moves: NET +4.83%, SNPS +1.07%, PANW +0.62%, XYZ +0.70%, and ZS -0.31%. This points to stock-specific rather than broad sector momentum.

Common Catalyst AI-focused product updates appear in peer headlines, with Synopsys also announcing an AI-related platform today.

Previous AI Reports

5 past events · Latest: Dec 17 (Positive)
Same Type Pattern 5 events
Date Event Sentiment Move Catalyst
Dec 17 AI data center solution Positive -3.8% Joint Secure AI Data Center blueprint with Arista deployed at MPS.
Dec 16 AI infrastructure tie-up Positive +1.2% FortiGate VM integrated on NVIDIA BlueField-3 DPUs for AI workloads.
Nov 05 AI data center launch Positive +0.9% Secure AI Data Center solution with high-throughput FortiGate 3800G.
Jun 04 AI workspace security Positive -1.2% AI-powered workspace and email security suite targeting modern enterprises.
Apr 28 AI threat report Positive +0.8% Global Threat Landscape report on automated and AI-driven cyberattacks.
Pattern Detected

AI-tagged announcements have produced mixed reactions, with three positive and two negative 24h moves, and an average move of -0.41%.

Recent Company History

Across the last five AI-tagged events since April 2025, Fortinet has emphasized securing AI workloads, launching Secure AI Data Center architectures, NVIDIA-powered infrastructure acceleration, AI-powered workspace protection, and threat reports on AI-driven attacks. Price reactions have been modest and mixed around these updates. Today’s FortiOS 8.0 launch extends that trajectory by embedding AI-aware controls, SASE, and quantum-safe features directly into the core operating system.

Historical Comparison

-0.4% avg move · In the last 12 months, FTNT issued 5 AI-tagged updates with an average next-day move of -0.41%. The ...
AI
-0.4%
Average Historical Move AI

In the last 12 months, FTNT issued 5 AI-tagged updates with an average next-day move of -0.41%. The FortiOS 8.0 AI and SASE expansion continues this steady focus on AI-centric security rather than representing a sharp break from prior themes.

AI-related news has progressed from threat reports and workspace protection to Secure AI Data Centers, NVIDIA-based acceleration, and now FortiOS 8.0, which embeds AI-aware controls, SASE, and quantum-safe features directly into the core platform.

Market Pulse Summary

This announcement extends Fortinet’s Secure Networking vision by embedding AI-aware controls, flexib...
Analysis

This announcement extends Fortinet’s Secure Networking vision by embedding AI-aware controls, flexible SASE deployment, and quantum-safe cryptography into FortiOS 8.0. It builds on prior AI-related launches around Secure AI Data Centers and NVIDIA-enabled acceleration, signaling continued focus on securing AI workloads and encrypted traffic. Investors may track adoption of AI usage governance, sovereign SASE options, and quantum-resilient features, alongside sustaining strong 2025 fundamentals such as $6.80B in revenue and $1.85B in net income.

Key Terms

model context protocol (mcp), agent-to-agent (a2a), data loss prevention (dlp), sase, +2 more
6 terms
model context protocol (mcp) technical
"Model Context Protocol (MCP) and agent-to-agent (A2A) visibility, revealing hidden AI activity"
The Model Context Protocol (MCP) is a system that helps financial models understand and share information about market conditions and data. It’s like a common language that ensures different tools and models work together smoothly, making predictions and decisions more accurate and consistent.
agent-to-agent (a2a) technical
"Model Context Protocol (MCP) and agent-to-agent (A2A) visibility, revealing hidden AI activity"
Agent-to-agent (a2a) describes direct interactions between autonomous systems or software 'agents' that exchange information, make decisions, or execute tasks without human hands-on control. For investors, a2a capability matters because it can drive faster, cheaper and more scalable services (think two coworkers handling an order from end to end), while also introducing new operational efficiencies, competitive advantages and potential risks around security and regulatory compliance.
data loss prevention (dlp) technical
"Enhanced data loss prevention (DLP) with optical character recognition (OCR), detecting sensitive data"
Data loss prevention (DLP) is software and processes designed to stop sensitive information from leaving an organization accidentally or on purpose, like a security guard that checks files and communications to prevent leaks. Investors care because data breaches or leaks can cause legal fines, customer loss and damaged reputation, which can lower revenue and share value; DLP helps reduce that financial and operational risk.
sase technical
"FortiOS 8.0 delivers powerful new AI-driven security, next-generation SASE, and quantum-safe capabilities"
SASE, or Secure Access Service Edge, is a modern technology that combines network security and access management into a single, cloud-based service. It ensures that users can safely connect to company resources from anywhere, much like having a secure, virtual gatekeeper that protects digital information. For investors, SASE matters because it reflects how organizations are adopting advanced security measures to support flexible, remote work environments and protect valuable data.
post-quantum cryptography (pqc) technical
"using Post-Quantum Cryptography (PQC) certificates such as ML-DSA for authentication"
Post-quantum cryptography (PQC) involves developing new security methods designed to protect digital information against the future threat of powerful quantum computers. These advanced computers could potentially break current encryption techniques, making data vulnerable. For investors, PQC is important because it aims to safeguard sensitive financial and personal information in a world where quantum technology might eventually become a reality.
rule 10b5-1 trading plan regulatory
"she sold 507 shares of common stock at $80.73 per share under a pre-established Rule 10b5-1 trading plan"
A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.

AI-generated analysis. Not financial advice.

Latest FortiOS capabilities help organizations secure AI adoption, simplify operations, and strengthen protection across hybrid and multi-cloud environments

SUNNYVALE, Calif. and LAS VEGAS, March 10, 2026 (GLOBE NEWSWIRE) -- Fortinet® (NASDAQ: FTNT), the global cybersecurity leader driving the convergence of networking and security, today announced FortiOS 8.0, the latest release of the operating system that powers the Fortinet Security Fabric. Introduced as part of Fortinet’s Secure Networking innovation at Fortinet Accelerate 2026, FortiOS 8.0 delivers powerful new AI-driven security, next-generation SASE, and quantum-safe capabilities to help organizations simplify their security architectures while delivering consistent protection and performance across the entire digital infrastructure.

“FortiOS 8.0 reflects more than 25 years of continued innovation at the intersection of networking and security,” said Ken Xie, Founder, Chairman of the Board, and Chief Executive Officer at Fortinet. “As organizations embrace AI, cloud, and increasingly encrypted environments, a unified operating system is essential to reduce complexity, improve visibility, and ensure security can scale without slowing the business.”

A Unified Platform for the Future of Secure Networking
As organizations accelerate digital transformation initiatives, including generative AI (GenAI) adoption, hybrid work, and cloud-first strategies, security teams face growing pressure to scale protection without increasing complexity. FortiOS 8.0 addresses these challenges by advancing Secure Networking through a unified operating system that provides deeper visibility, stronger control, and future-ready security across the network edge, cloud, and data center.

FortiOS 8.0 introduces advancements across three core areas of innovation, AI-driven security, next-generation SASE, and quantum-safe protection, helping organizations securely support modern connectivity models while preparing for what comes next.

Securing AI Usage with Deep Visibility and AI-Aware Controls
As organizations rapidly adopt GenAI and autonomous agents, FortiOS 8.0 introduces new capabilities to help them understand, govern, and secure AI usage across the network. Key AI-driven enhancements include:

  • FortiView for AI attack surface and shadow AI, providing real-time visibility into how AI applications and services are used across the organization and distinguishing sanctioned from unsanctioned tools, enabling security teams quickly identify risky or unknown AI usage, reduce compliance exposure, and enable safe AI adoption without reacting after an incident.
  • AI-aware application control, allowing approved GenAI tools while blocking risky actions that could expose sensitive data, so employees benefit from AI-driven productivity while protecting intellectual property, customer data, and regulated information.
  • Model Context Protocol (MCP) and agent-to-agent (A2A) visibility, revealing hidden AI activity and interactions between applications, agents, and tools, reducing blind spots where data could be mishandled or exfiltrated and giving security teams greater control over how information flows across systems.
  • Enhanced data loss prevention (DLP) with optical character recognition (OCR), detecting sensitive data embedded in images, scans, and screenshots that bypass traditional text-based inspection, closing a common data exfiltration loophole and helps organizations avoid breaches, fines, and reputational damage.
  • AI agents across the Fortinet Security Fabric, simplifying troubleshooting and configuration through guided, conversational workflows for firewall and SD-WAN environments, reducing the operational burden on IT teams, shortening response times, and minimizing configuration errors that can lead to outages or security gaps.

Advancing the Edge with Next-Generation SASE
FortiOS 8.0 strengthens Fortinet’s next-generation SASE capabilities to support performance-sensitive, regulated, and mission-critical environments. New and enhanced SASE capabilities include:

  • SASE Outpost, extending SASE enforcement closer to users and applications by deploying a SASE POP in customer-controlled locations, such as on-premises, private data centers, or co-location, while maintaining centralized cloud management. Users can maintain local enforcement where needed without building separate stacks.
  • Sovereign SASE deployment options, offering a multilayer data sovereignty model for granular control over regional log retention, control-plane residency, sovereign points of presence (POPs), and fully sovereign deployments within customer data centers. This flexibility is increasingly essential as privacy, residency, and national security requirements expand across global markets.
  • Unified SD-WAN bundles, including integrated overlay and underlay connectivity, centralized management, and reporting for improved availability and traffic optimization as well as simplified procurement and support.
  • Multipath IPsec tunnels, improving resiliency, availability, and performance across distributed environments for improved application performance, and stronger resiliency for critical sites.

Extending Quantum-Safe Security
FortiOS 8.0 continues Fortinet's leadership in preparing organizations for a post-quantum future by expanding quantum-safe cryptography across products and protocols. Quantum-safe enhancements include:

  • Quantum-resilient cryptographic controls, securing critical management access paths, including agentless VPN connectivity, using Post-Quantum Cryptography (PQC) certificates such as ML-DSA for authentication and key establishment.
  • Enhanced SSL deep inspection strengthened by hybrid key exchange and post-quantum-safe cryptography, revealing threats concealed within encrypted traffic while maintaining strong end-to-end encryption without silently downgrading connections.
  • Quantum-safe SASE capabilities, exposing threats hidden in encrypted traffic through enhanced SSL deep inspection with hybrid key exchange and post-quantum-safe cryptography, while protecting critical access paths, including management access and agentless VPN, with quantum-resilient security delivered directly through Fortinet firewalls.

Enabling Secure Growth Today and Tomorrow
With FortiOS 8.0, Fortinet continues to advance its Secure Networking vision by delivering a unified platform that evolves with the business. By reducing complexity, improving operational efficiency, and embedding future-ready security directly into the network, FortiOS 8.0 provides organizations with a scalable foundation to support digital transformation, AI adoption, and long-term resilience in an increasingly dynamic threat landscape.

Additional Resources

Copyright © 2026 Fortinet, Inc. All rights reserved. The symbols ® and ™ denote respectively federally registered trademarks and common law trademarks of Fortinet, Inc., its subsidiaries and affiliates. Fortinet’s trademarks include, but are not limited to, the following: Fortinet, the Fortinet logo, FortiGate, FortiOS, FortiGuard, FortiCare, FortiAnalyzer, FortiManager, FortiASIC, FortiClient, FortiCloud, FortiMail, FortiSandbox, FortiADC, FortiAI, FortiAIOps, FortiAgent, FortiAntenna, FortiAP, FortiAPCam, FortiAuthenticator, FortiCache, FortiCall, FortiCam, FortiCamera, FortiCarrier, FortiCASB, FortiCentral, FortiCNP, FortiConnect, FortiController, FortiConverter, FortiCSPM, FortiCWP, FortiDAST, FortiDB, FortiDDoS, FortiDeceptor, FortiDeploy, FortiDevSec, FortiDLP, FortiEdge, FortiEDR, FortiExplorer, FortiExtender, FortiFirewall, FortiFlex FortiFone, FortiGSLB, FortiGuest, FortiHypervisor, FortiInsight, FortiIsolator, FortiLAN, FortiLink, FortiMonitor, FortiNAC, FortiNDR, FortiPAM, FortiPenTest, FortiPhish, FortiPoint, FortiPolicy, FortiPortal, FortiPresence, FortiProxy, FortiRecon, FortiRecorder, FortiSASE, FortiScanner, FortiSDNConnector, FortiSIEM, FortiSMS, FortiSOAR, FortiSRA, FortiStack, FortiSwitch, FortiTester, FortiToken, FortiTrust, FortiVoice, FortiWAN, FortiWeb, FortiWiFi, FortiWLC, FortiWLM, FortiXDR and Lacework FortiCNAPP.

Other trademarks belong to their respective owners. Fortinet has not independently verified statements or certifications herein attributed to third parties and Fortinet does not independently endorse such statements. Notwithstanding anything to the contrary herein, nothing herein constitutes a warranty, guarantee, contract, binding specification or other binding commitment by Fortinet or any indication of intent related to a binding commitment, and performance and other specification information herein may be unique to certain environments.



Media Contact:
Travis Anderson
Fortinet, Inc.
408-235-7700
pr@fortinet.com
Investor Contact:
Anthony Luscri
Fortinet, Inc.
408-235-7700
investors@fortinet.com
Analyst Contact:
Sarah Goodwin
Fortinet, Inc.
408-832-1428
sgoodwin@fortinet.com

FAQ

What does Fortinet announce in FortiOS 8.0 (FTNT) on March 10, 2026?

FortiOS 8.0 introduces AI-driven security, next-generation SASE, and quantum-safe cryptography. According to Fortinet, the release adds FortiView for AI visibility, AI-aware controls, SASE Outpost, sovereign SASE options, multipath IPsec, and post-quantum cryptographic protections.

How does FortiOS 8.0 help secure generative AI and shadow AI for FTNT customers?

FortiOS 8.0 provides real-time AI attack surface visibility and AI-aware controls to govern tool use. According to Fortinet, FortiView, MCP/A2A visibility, and enhanced DLP with OCR help detect unsanctioned AI usage and sensitive data in images.

What SASE improvements does FortiOS 8.0 deliver for enterprises using FTNT products?

FortiOS 8.0 adds SASE Outpost, sovereign deployment options, unified SD-WAN bundles, and multipath IPsec for resilience. According to Fortinet, these features enable local enforcement, regional data residency, simplified management, and improved application performance.

What quantum-safe capabilities are included in FortiOS 8.0 from Fortinet (FTNT)?

FortiOS 8.0 extends post-quantum cryptography to management and SSL inspection paths. According to Fortinet, the release uses PQC certificates (for example ML-DSA) and hybrid key exchange to maintain encrypted inspection without silently downgrading connections.

How will FortiOS 8.0 affect IT operations and troubleshooting for FTNT customers?

FortiOS 8.0 introduces AI agents that provide guided, conversational workflows for firewall and SD-WAN tasks to reduce operational burden. According to Fortinet, these agents simplify configuration, shorten response times, and aim to lower configuration errors and outages.
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