Fortinet, Inc.
"The company has been expanding its portfolio through acquisitions of companies focused on cloud security (SASE) and data loss prevention (DLP)."
Business LinesSecure Networking
Key Metrics
Product Revenue, Billings
Growth Driver
Platform Consolidation (Security Fabric)
Advantage
Proprietary ASIC Chips & Integrated Platform
Use Case Solved
Network Firewall and SD-WAN
Market Position
#1 in Firewall Appliance Units
Quantified Position
Core of the Security Fabric
Unified SASE
Key Metrics
Service Revenue Growth
Growth Driver
Cloud-delivered security
Advantage
Integrated with FortiGate firewalls
Use Case Solved
Secure access for remote users
Market Position
Key growth area
Quantified Position
TBD
Security Operations
Key Metrics
Service Revenue Growth
Growth Driver
AI-driven security analytics
Advantage
Leverages data from across the Fabric
Use Case Solved
Threat detection and response
Market Position
Expanding portfolio
Quantified Position
TBD
Fcf Yield Pct
5.0
Next Year Revenue Growth Pct
14.5
Subscription Revenue Pct
~75%
Marketing And Sales Pct
~30%
Capex Pct
<3%
Single Point Of Failure
A major security breach.
Insider Ownership Pct
17%
Gross Margin Pct T T M
81.30%