Fortinet, Inc. Overview
Pro stress-test →Fortinet is a cybersecurity company headquartered in Sunnyvale, California that develops and sells security products including firewalls, endpoint security and intrusion detection systems. In early February 2026, Fortinet reported full-year 2025 results showing revenue of US$6,799.6 million and net income of US$1,853.4 million.
Strategic Profile
Pro stress-test →As the number one firewall leader with a 55% unit market share, Fortinet is well-positioned to extend that leadership into SASE (Secure Access Service Edge). Fortinet's AI-enhanced FortiSIEM upgrade underscores how product innovation is becoming central to its cybersecurity platform appeal. To own Fortinet, you need to believe its integrated security platform, AI capabilities and global reach can offset hardware cycle lumpiness and service growth pressure.
Competitive Landscape
Pro stress-test →Fortinet competes with other cybersecurity vendors including Palo Alto Networks (PANW), Zscaler, CrowdStrike, Okta, Cloudflare, and SentinelOne. Fortinet maintains the strongest position in traditional firewalls while expanding into adjacent cloud and AI-driven security categories to compete with broader platform players.
Industry Context
Fortinet, Inc. operates in Cybersecurity Software & Services.
Key facts
Founded: 2000 · Headquarters: Sunnyvale, California · Revenue: $6.8B · Market cap: $63.6B