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FTNT

Fortinet Inc

Technology · Software - Infrastructure

173.50$ -2.9% vs. previous close Closing price · As of: Sep 25, 2026

Statements

Segments

US companies must disclose in their mandatory reports how revenue breaks down across business segments, regions and product lines. We read that breakdown for you straight from the annual and quarterly reports (10-K and 10-Q) of Fortinet Inc (FTNT). It shows which part of the business is growing — and which one is holding it back.

Revenue by business segment

Revenue by business segment — FTNT
Segment Q1 2025 Q2 2025 Q1 2026 Q2 2026
Reportable Segment $1.54B 100.0% $1.63B 100.0% $1.85B 100.0% $2.05B 100.0%

Large figure: segment revenue. Below it the share of revenue in that period and the change against the prior year.

Remaining performance obligations

Remaining performance obligations are the part of the business already sold but not yet delivered and therefore not yet booked as revenue. In subscription and project businesses it points the way earlier than revenue does.

Remaining performance obligations — FTNT
As of Remaining performance obligations
Q2 2026 $7.73B
Q1 2026 $7.45B
Q4 2025 $7.18B
Q3 2025 $6.72B
Q2 2025 $6.64B
Q1 2025 $6.49B
Q4 2024 $6.42B
Q3 2024 $6.08B

Operating metrics

Operating metrics are the figures a company uses to measure its own business — customer counts, stores, deliveries or the churn rate. None of them appear in the financial statements, and they often explain earlier than revenue does why revenue is moving.

Operating metrics — FTNT
Metric Q2 2025 Q3 2025 Q1 2026 Q2 2026
Employee headcount 14,898 15,015 15,311 15,472 +3.9%
Global patents held 1,401 1,360 1,430 1,448 +3.4%
U.S. patents held 1,067 1,027 1,093 1,115 +4.5%
SASE PoPs count 150 170 200 200 +33.3%
Countries served 100 100 100 –
Products offered count 50 50 50 –

These metrics are not part of the financial statements; they sit in the narrative text of the filings. We read them out of the SEC filings using artificial intelligence and check every single figure against the original passage in the report; anything that is not found there verbatim is discarded. Source: SEC EDGAR (annual and quarterly reports, 10-K/10-Q).

Segment and region names are the ones the company itself uses and are shown as reported. Change and share refer to revenue.

Data as of: September 25, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q) · Segment figures: SEC EDGAR (10-K/10-Q reports)

Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.

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