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Fortinet, Inc. (NASDAQ:FTNT) Q1 2026 Earnings Call Transcript
Fortinet, Inc. reported strong Q1 2026 results, exceeding guidance with 31% billings growth and 20% total revenue increase, driven by demand for secure networking, unified SASE, and AI-driven security operations. The company attributes its success to strategic investments in AI, its proprietary ASIC technology for performance advantages, and a platform approach integrating security functions. Fortinet also maintained its full-year 2026 guidance, expecting continued growth fueled by increasing AI infrastructure buildouts and an expanding cybersecurity market.