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Fortinet to Announce Fourth Quarter and Full Year 2025 Financial Results

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Fortinet (NASDAQ: FTNT) will announce its fourth quarter and full year 2025 financial results and hold a conference call on Thursday, February 5, 2026 at 1:30 p.m. PT / 4:30 p.m. ET.

The live listen-only broadcast will be available on the company's investor relations site at http://investor.fortinet.com. CEO and CFO prepared remarks, supplemental slides, and a call replay will be posted on the Quarterly Earnings page at https://investor.fortinet.com/quarterly-earnings. Participants are recommended to join at least 10 minutes before the start time.

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Negative

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News Market Reaction 1 Alert

+0.08% News Effect

On the day this news was published, FTNT gained 0.08%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Total revenue $1,724.9 million Q3 2025, up from $1,508.1 million year ago
Product revenue $559.3 million Q3 2025
Service revenue $1,165.6 million Q3 2025 (security subscription $672.0M; support $493.6M)
Operating income $547.3 million Q3 2025
Net income $473.9 million Q3 2025, $0.62 diluted EPS
Cash & equivalents $1,995.7 million End of Q3 2025 balance sheet
Deferred revenue $6.65 billion Q3 2025 (current $3.46B; noncurrent $3.19B)
Total debt $1.0 billion Q3 2025, 2026 and 2031 Senior Notes

Market Reality Check

$78.44 Last Close
Volume Volume 7,499,558 vs 20-day average 5,856,344 (relative volume 1.28x). normal
Technical Price $77.88, trading below 200-day MA at $91.21 and 32.17% below 52-week high.

Peers on Argus

FTNT is down 1.93%. Key peers show mostly negative moves: NET -1.45%, ZS -2.71%, PANW -2.94%, while SNPS is slightly positive at 0.31%. No peers appeared in the momentum scanner and no same-day peer headlines are flagged.

Historical Context

Date Event Sentiment Move Catalyst
Dec 17 AI partnership Positive -3.8% Secure AI Data Center solution launched with Arista for AI workloads.
Dec 16 AI infrastructure Positive +1.2% Integrated FortiGate VM on NVIDIA BlueField-3 DPU for AI security.
Dec 02 Research report Positive +1.4% Global Cybersecurity Skills Gap Report with AI adoption and training pledge.
Nov 18 Security initiative Positive -2.2% Global Cybercrime Bounty program launched with Crime Stoppers International.
Nov 12 Product ROI study Positive -1.8% Forrester TEI study shows high ROI and efficiency for Secure LAN Edge.
Pattern Detected

Recent fundamentally positive announcements have produced mixed reactions, with 3 negative and 2 positive next-day moves, suggesting a tendency toward occasional sell-the-news or profit-taking even on constructive updates.

Recent Company History

Over the last few months, Fortinet has highlighted product and ecosystem momentum, including AI-focused data center solutions with Arista and NVIDIA in December 2025, and a Global Cybersecurity Skills Gap Report showing broad AI adoption and training commitments. Earlier, a Forrester TEI study in November 2025 showcased strong ROI for Secure LAN Edge and a Cybercrime Bounty program with Crime Stoppers expanded public‑private efforts. Against this backdrop, today’s announcement simply schedules the Q4 and full‑year 2025 earnings call, marking the next checkpoint on these themes.

Market Pulse Summary

This announcement schedules Fortinet’s Q4 and full‑year 2025 earnings call, signaling the next checkpoint after Q3 revenue of $1,724.9M and operating income of $547.3M. Recent news has highlighted AI-focused partnerships and quantified ROI studies, yet price reactions were mixed. Investors may watch how management updates on backlog, including $6.65B in deferred revenue, and demand trends across products and services when the detailed results are released.

AI-generated analysis. Not financial advice.

SUNNYVALE, Calif., Jan. 05, 2026 (GLOBE NEWSWIRE) --

News Summary
Fortinet® (NASDAQ: FTNT), the global cybersecurity leader driving the convergence of networking and security, announced that it will hold a conference call to discuss its fourth quarter and full year 2025 financial results on Thursday, February 5, at 1:30 p.m. Pacific Time (4:30 p.m. Eastern Time).

Fortinet's financial results conference call will be broadcast live in listen-only mode on the company’s investor relations website at http://investor.fortinet.com. While not required, it is recommended that you join at least 10 minutes prior to the event start.

The CEO and CFO’s prepared remarks, supplemental slides and a call replay will be accessible from the Quarterly Earnings page on the Investor Relations page of Fortinet's website at https://investor.fortinet.com/quarterly-earnings.

About Fortinet (www.fortinet.com)
Fortinet (Nasdaq: FTNT) is a driving force in the evolution of cybersecurity and the convergence of networking and security. Our mission is to secure people, devices, and data everywhere, and today we deliver cybersecurity everywhere our customers need it with the largest integrated portfolio of over 50 enterprise-grade products. Well over half a million customers trust Fortinet's solutions, which are among the most deployed, most patented, and most validated in the industry. The Fortinet Training Institute, one of the largest and broadest training programs in the industry, is dedicated to making cybersecurity training and new career opportunities available to everyone. Collaboration with esteemed organizations from both the public and private sectors, including Computer Emergency Response Teams (“CERTS”), government entities, and academia, is a fundamental aspect of Fortinet’s commitment to enhance cyber resilience globally. FortiGuard Labs, Fortinet’s elite threat intelligence and research organization, develops and utilizes leading-edge machine learning and AI technologies to provide customers with timely and consistently top-rated protection and actionable threat intelligence. Learn more at https://www.fortinet.com, the Fortinet Blog, and FortiGuard Labs

FTNT-F
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, FortiAgent, 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, FortiEndpoint 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, FortiSEC, 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:Investor Contact:Analyst Contact:
 Anthony Luscri 
Fortinet, Inc.Fortinet, Inc.Fortinet, Inc.
408-235-7700408-235-7700408-235-7700
pr@fortinet.cominvestors@fortinet.comanalystrelations@fortinet.com

FAQ

When will Fortinet (FTNT) report fourth quarter and full year 2025 results?

Fortinet will report on Thursday, February 5, 2026 with a conference call at 1:30 p.m. PT / 4:30 p.m. ET.

Where can I listen to Fortinet's (FTNT) Q4 2025 earnings call live?

The live listen-only webcast is available at http://investor.fortinet.com on the company's investor relations site.

Will Fortinet (FTNT) publish slides and a replay after the Q4 2025 call?

Yes. CEO and CFO prepared remarks, supplemental slides, and a call replay will be posted on the Quarterly Earnings page at https://investor.fortinet.com/quarterly-earnings.

What time should I join Fortinet's (FTNT) earnings webcast on February 5, 2026?

It is recommended to join at least 10 minutes prior to the 1:30 p.m. PT start to ensure connection.

Who will present Fortinet's (FTNT) Q4 2025 results on the call?

The company indicated the CEO and CFO will provide prepared remarks during the conference call.

How can investors access Fortinet (FTNT) supplemental earnings materials?

Supplemental slides and the replay will be accessible from the Quarterly Earnings page on the investor relations website at https://investor.fortinet.com/quarterly-earnings.
Fortinet

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