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FTNT · Fortinet, Inc. · Earnings Call Transcripts & Audio

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$178.76 +2.80 (+1.59%) At close · Sep 30
S&P 500 member Nasdaq-100 member Russell 1000 member Rebalance outlook locked
Market Cap
$127.27B
Shares
733.71M
Volume · Sep 30 3.11M Avg daily vol (3M) 4.72M

Fortinet, Inc. Earnings Call Transcripts

Quarterly earnings calls for Fortinet, Inc. (FTNT), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.

Pull transcripts and briefs through the earnings call transcript API or MCP →

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
Fortinet, Inc. (FTNT) October 2026 Conference
Scheduled
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q2
2026-07-29
Fortinet, Inc. (FTNT) Q2 2026 Earnings Call Transcript
Confident tone Guidance raise SASE firewall platform Platform vs. competitors
Revenue
$2.05B
▲ 25.6% YoY
Diluted EPS
$0.82
▲ 43.9% YoY
Gross margin
80.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2026-05-06
Fortinet, Inc. (FTNT) Q1 2026 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-02-05
Fortinet, Inc. (FTNT) Q4 2025 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-11-05
Fortinet, Inc. (FTNT) Q3 2025 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-08-06
Fortinet, Inc. (FTNT) Q2 2025 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-05-07
Fortinet, Inc. (FTNT) Q1 2025 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2025-02-06
Fortinet, Inc. (FTNT) Q4 2024 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-11-07
Fortinet, Inc. (FTNT) Q3 2024 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-08-06
Fortinet, Inc. (FTNT) Q2 2024 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-05-02
Fortinet, Inc. (FTNT) Q1 2024 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2024-02-06
Fortinet, Inc. (FTNT) Q4 2023 Earnings Call Transcript
Confident tone SASE Growth SecOps Expansion Secure Networking & Firewalls
Revenue
$1.42B*
▲ 10.3% YoY
Gross margin
77.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-11-02
Fortinet, Inc. (FTNT) Q3 2023 Earnings Call Transcript
Revenue
$1.33B
▲ 16.1% YoY
Diluted EPS
$0.41
▲ 41.4% YoY
Gross margin
76.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-08-03
Fortinet, Inc. (FTNT) Q2 2023 Earnings Call Transcript
Revenue
$1.29B
▲ 25.5% YoY
Diluted EPS
$0.33
▲ 57.1% YoY
Gross margin
77.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2023-05-04
Fortinet, Inc. (FTNT) Q1 2023 Earnings Call Transcript
Revenue
$1.26B
▲ 32.2% YoY
Diluted EPS
$0.31
▲ 82.4% YoY
Gross margin
75.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2023-02-07
Fortinet, Inc. (FTNT) Q4 2022 Earnings Call Transcript
Revenue
$1.28B*
▲ 33.1% YoY
Gross margin
76.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-11-02
Fortinet, Inc. (FTNT) Q3 2022 Earnings Call Transcript
Revenue
$1.15B
▲ 32.6% YoY
Diluted EPS
$0.29
▲ 52.6% YoY
Gross margin
75.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-08-03
Fortinet, Inc. (FTNT) Q2 2022 Earnings Call Transcript
Revenue
$1.03B
▲ 28.6% YoY
Diluted EPS
$0.21
▲ 31.2% YoY
Gross margin
75.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2022-05-04
Fortinet, Inc. (FTNT) Q1 2022 Earnings Call Transcript
Revenue
$954.80M
▲ 34.4% YoY
Diluted EPS
$0.17
▲ 32.8% YoY
Gross margin
73.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2022-02-03
Fortinet, Inc. (FTNT) Q4 2021 Earnings Call Transcript
Revenue
$963.60M*
▲ 28.8% YoY
Gross margin
76.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-11-04
Fortinet, Inc. (FTNT) Q3 2021 Earnings Call Transcript
Revenue
$867.20M
▲ 33.2% YoY
Diluted EPS
$0.19
▲ 26.7% YoY
Gross margin
75.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2021-07-29
Fortinet, Inc. (FTNT) Q2 2021 Earnings Call Transcript
Revenue
$801.10M
▲ 29.7% YoY
Diluted EPS
$0.16
▲ 15.9% YoY
Gross margin
76.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2021-04-29
Fortinet, Inc. (FTNT) Q1 2021 Earnings Call Transcript
Revenue
$710.30M
▲ 23% YoY
Diluted EPS
$0.13
▲ 6.7% YoY
Gross margin
78.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2021-02-04
Fortinet, Inc. (FTNT) Q4 2020 Earnings Call Transcript
Revenue
$748.00M*
▲ 20.5% YoY
Gross margin
77.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-10-29
Fortinet, Inc. (FTNT) Q3 2020 Earnings Call Transcript
Revenue
$651.10M
▲ 18.8% YoY
Diluted EPS
$0.15
▲ 63% YoY
Gross margin
78.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q2
2020-08-06
Fortinet, Inc. (FTNT) Q2 2020 Earnings Call Transcript
Revenue
$617.60M
▲ 18.4% YoY
Diluted EPS
$0.14
▲ 64.3% YoY
Gross margin
78.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q1
2020-05-06
Fortinet, Inc. (FTNT) Q1 2020 Earnings Call Transcript
Revenue
$577.70M
▲ 22.2% YoY
Diluted EPS
$0.12
▲ 76.5% YoY
Gross margin
77.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY19 · Q4
2020-02-06
Fortinet, Inc. (FTNT) Q4 2019 Earnings Call
Revenue
$620.60M*
▲ 21.6% YoY
Gross margin
77.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Showing 1–28 of 28 earnings calls
Key facts CIK 1262039 CUSIP 34959E109 13F (30d) 36 filings 22 filers Visit website Investor relations