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Fortinet, Inc. (FTNT) Q1 2026 Earnings Call Transcript
SA Transcripts · 2026-05-07 · via All Articles on Seeking Alpha

Q1: 2026-05-06 Earnings Summary

EPS of $0.82 beats by $0.20

 | 

Revenue of

$1.85B

(20.13% Y/Y)

beats by $115.88M

Fortinet, Inc. (FTNT) Q1 2026 Earnings Call May 6, 2026 4:30 PM EDT

Company Participants

Anthony Luscri - Vice President of Investor Relations
Ken Xie - Co-Founder, Chairman & CEO
Christiane Ohlgart - Chief Accounting Officer, CFO and Principal Financial & Accounting Officer

Conference Call Participants

Shaul Eyal - TD Cowen, Research Division
Saket Kalia - Barclays Bank PLC, Research Division
Robbie Owens - Piper Sandler & Co., Research Division
Brad Zelnick - Deutsche Bank AG, Research Division
Tal Liani - BofA Securities, Research Division
Fatima Boolani - Citigroup Inc., Research Division
Gabriela Borges - Goldman Sachs Group, Inc., Research Division
Brian Essex - JPMorgan Chase & Co, Research Division
Gray Powell - BTIG, LLC, Research Division
Joseph Gallo - Jefferies LLC, Research Division
Junaid Siddiqui - Truist Securities, Inc., Research Division

Presentation

Operator

Hello, and welcome to Fortinet's First Quarter 2026 Earnings Conference Call. [Operator Instructions] Please be advised that this call is being recorded.

I would now like to hand over the call to Anthony Luscri, Vice President of Investor Relations. Please go ahead.

Anthony Luscri
Vice President of Investor Relations

Thank you. Good afternoon, and thank you for joining us on today's conference call to discuss Fortinet's first quarter 2026 financial results.

Joining with me on today's call are Ken Xie, Fortinet's Founder, Chairman and CEO; Christiane Ohlgart, our CFO; and John Whittle, our COO.

Ken will begin our call today by providing high-level perspective on our business. Christiane will then review our financial results for the first quarter of 2026, before providing guidance for the second quarter and updating the full year. We will then open the call for questions. During the Q&A session, we will ask that you please limit yourself to 1 question and 1 follow-up question to allow others to participate.

Before we begin, I'd like to remind everyone that on today's call, we will