惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

V
V2EX
宝玉的分享
宝玉的分享
Jina AI
Jina AI
IT之家
IT之家
博客园 - Franky
MyScale Blog
MyScale Blog
Y
Y Combinator Blog
OSCHINA 社区最新新闻
OSCHINA 社区最新新闻
I
InfoQ
雷峰网
雷峰网
WordPress大学
WordPress大学
Microsoft Security Blog
Microsoft Security Blog
Google DeepMind News
Google DeepMind News
美团技术团队
S
SegmentFault 最新的问题
罗磊的独立博客
博客园 - 聂微东
大猫的无限游戏
大猫的无限游戏
H
Help Net Security
D
Docker
博客园 - 司徒正美
让小产品的独立变现更简单 - ezindie.com
让小产品的独立变现更简单 - ezindie.com
阮一峰的网络日志
阮一峰的网络日志
M
MIT News - Artificial intelligence

All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem
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