FTNT · Fortinet, Inc.
$160.01
-5.43 (-3.28%)
At close · Aug 14
Market Cap
$117.40B
Shares
733.71M
Fortinet, Inc. Earnings Call Transcripts
Every quarterly earnings call for Fortinet, Inc. (FTNT) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲32.6%
$1.15B
$231.60M
'22 Q3
22-11-02
▲33.1%
$1.28B
$313.80M
'22 Q4
23-02-07
▲32.2%
$1.26B
$247.70M
'23 Q1
23-05-04
▲25.5%
$1.29B
$266.30M
'23 Q2
23-08-03
▲16.1%
$1.33B
$322.90M
'23 Q3
23-11-02
▲10.3%
$1.42B
$310.90M
'23 Q4
24-02-06
▲7.2%
$1.35B
$299.30M
'24 Q1
24-05-02
▲10.9%
$1.43B
$379.80M
'24 Q2
24-08-06
▲13%
$1.51B
$539.90M
'24 Q3
24-11-07
▲17.3%
$1.66B
$526.20M
'24 Q4
25-02-06
▲13.8%
$1.54B
$433.40M
'25 Q1
25-05-07
▲13.6%
$1.63B
$440.10M
'25 Q2
25-08-06
▲14.4%
$1.72B
$473.90M
'25 Q3
25-11-05
▲14.8%
$1.91B
$506.00M
'25 Q4
26-02-05
▲20.1%
$1.85B
$534.50M
'26 Q1
26-05-06
LATEST
▲25.6%
$2.05B
$606.30M
'26 Q2
26-07-29
Conference
Investor event
2026-10-06
Industrial Control Systems Cybersecurity Conference 2026
Scheduled
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q2
2026-07-29
Fortinet, Inc. Q2 FY2026 Earnings Call
Revenue
$2.05B
▲ 25.6% YoY Diluted EPS
$0.82
▲ 43.9% YoY Gross margin
80.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-06
Fortinet, Inc. Q1 FY2026 Earnings Call
Confident tone
Unified SASE adoption
Supply chain and pricing discipline
AI-driven demand and platform strategy
Revenue
$1.85B
▲ 20.1% YoY Diluted EPS
$0.72
▲ 28.6% YoY Gross margin
80.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-05
Fortinet, Inc. Q4 FY2025 Earnings Call
Confident tone
Unified SASE growth
Secure networking and firewall leadership
Financial outlook and guidance
Revenue
$1.91B*
▲ 14.8% YoY Gross margin
79.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-05
Fortinet, Inc. Q3 FY2025 Earnings Call
Confident tone
Unified SASE / FortiSASE growth
Secure networking / firewall leadership
Product revenue growth dynamics and 2026 outlook
Revenue
$1.72B
▲ 14.4% YoY Diluted EPS
$0.62
▼ 11.4% YoY Gross margin
80.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-06
Fortinet, Inc. Q2 FY2025 Earnings Call
Confident tone
Product Refresh Cycle
Billing and Revenue Beat
Unified SASE
Revenue
$1.63B
▲ 13.6% YoY Diluted EPS
$0.57
▲ 16.3% YoY Gross margin
80.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-07
Fortinet, Inc. Q1 FY2025 Earnings Call
Confident tone
Unified SASE Growth
FortiGate and Secure Networking
Market Share Gains
Revenue
$1.54B
▲ 13.8% YoY Diluted EPS
$0.56
▲ 43.6% YoY Gross margin
81.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-06
Fortinet, Inc. Q4 FY2024 Earnings Call
Confident tone
Unified SaaS and SASE
Product Revenue and Hardware Growth
Geographic and Vertical Performance
Revenue
$1.66B*
▲ 17.3% YoY Gross margin
81.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-07
Fortinet, Inc. Q3 FY2024 Earnings Call
Confident tone
Unified SASE growth
Secure networking / product revenue recovery
Vertical performance
Revenue
$1.51B
▲ 13% YoY Diluted EPS
$0.70
▲ 70.7% YoY Gross margin
82.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-06
Fortinet, Inc. Q2 FY2024 Earnings Call
Confident tone
Acquisitions (Lacework and Next DLP)
AI-driven Secure Operations / SecOps
Secure Networking and Refresh Cycle
Revenue
$1.43B
▲ 10.9% YoY Diluted EPS
$0.49
▲ 48.5% YoY Gross margin
80.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-02
Fortinet, Inc. Q1 FY2024 Earnings Call
Positive tone
Unified SASE Growth
SecOps and FortiAI
Gartner Recognition and Platform Differentiation
Revenue
$1.35B
▲ 7.2% YoY Diluted EPS
$0.39
▲ 25.8% YoY Gross margin
77.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-06
Fortinet, Inc. Q4 FY2023 Earnings Call
Confident tone
SASE Growth
SecOps Expansion
Secure Networking & Firewalls
Revenue
$1.42B*
▲ 10.3% YoY Gross margin
77.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-02
Fortinet, Inc. Q3 FY2023 Earnings Call
Revenue
$1.33B
▲ 16.1% YoY Diluted EPS
$0.41
▲ 41.4% YoY Gross margin
76.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-03
Fortinet, Inc. Q2 FY2023 Earnings Call
Revenue
$1.29B
▲ 25.5% YoY Diluted EPS
$0.33
▲ 57.1% YoY Gross margin
77.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-04
Fortinet, Inc. Q1 FY2023 Earnings Call
Revenue
$1.26B
▲ 32.2% YoY Diluted EPS
$0.31
▲ 82.4% YoY Gross margin
75.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-07
Fortinet, Inc. Q4 FY2022 Earnings Call
Revenue
$1.28B*
▲ 33.1% YoY Gross margin
76.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-02
Fortinet, Inc. Q3 FY2022 Earnings Call
Revenue
$1.15B
▲ 32.6% YoY Diluted EPS
$0.29
▲ 52.6% YoY Gross margin
75.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-03
Fortinet, Inc. Q2 FY2022 Earnings Call
Revenue
$1.03B
▲ 28.6% YoY Diluted EPS
$0.21
▲ 31.2% YoY Gross margin
75.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-04
Fortinet, Inc. Q1 FY2022 Earnings Call
Revenue
$954.80M
▲ 34.4% YoY Diluted EPS
$0.17
▲ 32.8% YoY Gross margin
73.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-03
Fortinet, Inc. Q4 FY2021 Earnings Call
Revenue
$963.60M*
▲ 28.8% YoY Gross margin
76.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-04
Fortinet, Inc. Q3 FY2021 Earnings Call
Revenue
$867.20M
▲ 33.2% YoY Diluted EPS
$0.19
▲ 26.7% YoY Gross margin
75.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-29
Fortinet, Inc. Q2 FY2021 Earnings Call
Revenue
$801.10M
▲ 29.7% YoY Diluted EPS
$0.16
▲ 15.9% YoY Gross margin
76.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-29
Fortinet, Inc. Q1 FY2021 Earnings Call
Revenue
$710.30M
▲ 23% YoY Diluted EPS
$0.13
▲ 6.7% YoY Gross margin
78.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-04
Fortinet, Inc. Q4 FY2020 Earnings Call
Revenue
$748.00M*
▲ 20.5% YoY Gross margin
77.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-29
Fortinet, Inc. Q3 FY2020 Earnings Call
Revenue
$651.10M
▲ 18.8% YoY Diluted EPS
$0.15
▲ 63% YoY Gross margin
78.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-06
Fortinet, Inc. Q2 FY2020 Earnings Call
Revenue
$617.60M
▲ 18.4% YoY Diluted EPS
$0.14
▲ 64.3% YoY Gross margin
78.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-06
Fortinet, Inc. Q1 FY2020 Earnings Call
Revenue
$577.70M
▲ 22.2% YoY Diluted EPS
$0.12
▲ 76.5% YoY Gross margin
77.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-06
Fortinet, Inc. Q4 FY2019 Earnings Call
Revenue
$620.60M*
▲ 21.6% YoY Gross margin
77.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–28 of 28 earnings calls
Key facts
CIK
1262039
CUSIP
34959E109
13F (30d)
1407 filings
1374 filers
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