财务数据和关键指标变化 - 总收入增长11%,达到14.34亿美元 [25] - 服务收入增长20%,占总收入的68.5% [25] - 产品收入下降4%,但好于预期 [26][27] - 软件许可收入增长26%,占产品收入的高单位百分比 [27] - 总毛利率增加360个基点至81.5%,创纪录 [28] - 产品毛利率增加250个基点至66% [29] - 服务毛利率增加240个基点至88.6% [29] - 营业利润率增加820个基点至35.1%,创纪录 [30] 各条业务线数据和关键指标变化 - 统一SASE业务占总收入的23%,增长1个百分点 [9] - 统一SASE业务和SecOps业务的服务收入分别增长27%和36% [25] - 统一SASE和SecOps业务的管道分别增长45%和18% [21] - 大中型企业占统一SASE和SecOps解决方案的86%和82% [22] 各个市场数据和关键指标变化 - 国际新兴市场表现最佳 [24] - 技术和运输行业实现两位数增长,服务提供商和制造业受到更大挑战 [24] 公司战略和发展方向及行业竞争 - 公司持续投资于统一SASE和Secure Ops两大增长领域,通过收购Lacework和Next DLP进一步扩大市场份额 [13][18] - 公司在网络安全和OT安全领域保持领先地位,获得行业内多项认证和奖项 [11][14][15] - 公司认为网络安全市场将在2026年超过传统网络市场,比之前预期提前4年 [8] 管理层对经营环境和未来前景的评论 - 管理层认为2024年可能不会出现完整的防火墙更新周期,更可能在2025年出现 [37][38] - 管理层表示,尽管宏观环境存在挑战,但公司有信心实现2024年全年收入和利润目标 [7] 其他重要信息 - 公司宣布收购Next DLP,进一步完善统一SASE解决方案 [10] - 公司悼念资深财务副总裁Peter Salkowski的逝世 [44][45] 问答环节重要的提问和回答 问题1 **Brian Essex 提问** 询问公司如何实现如此出色的利润率表现,以及可持续性如何 [47][48] **Keith Jensen 回答** 解释毛利率是最大推动因素,公司将继续投资于销售和营销以支持未来增长 [49][50] 问题2 **Hamza Fodderwala 提问** 询问这是否为公司新的利润率基准,还是只是暂时性的 [54][55] **Ken Xie 回答** 解释服务收入占比提升以及产品收入回升将影响利润率,但公司有信心维持较高水平 [56] 问题3 **Tal Liani 提问** 询问公司为何在本季度超出指引但下调了下半年的预期 [68][72] **Keith Jensen 回答** 解释公司将部分第三季度的超额部分调整至全年,以保持全年指引稳定 [69][74]

For the quarter ended June 2024, Fortinet (FTNT) reported revenue of $1.43 billion, up 11% over the same period last year. EPS came in at $0.57, compared to $0.38 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1.4 billion, representing a surprise of +2.31%. The company delivered an EPS surprise of +39.02%, with the consensus EPS estimate being $0.41.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they comp ...

Fortinet (FTNT) came out with quarterly earnings of $0.57 per share, beating the Zacks Consensus Estimate of $0.41 per share. This compares to earnings of $0.38 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 39.02%. A quarter ago, it was expected that this network security company would post earnings of $0.38 per share when it actually produced earnings of $0.43, delivering a surprise of 13.16%.Over the last four quarters, th ...

财务表现 - 总收入为14.3亿美元，同比增长10.9%[6] - 服务收入为9.82亿美元，同比增长19.8%[8] - 创下GAAP经营利润率30.5%和非GAAP经营利润率35.1%的公司纪录[11][12] - 经营活动产生的现金流为3.42亿美元[15] - 总收入为14.34亿美元，同比增长11.0%[39] - 服务收入为9.82亿美元，同比增长19.7%[39] - 产品毛利率为65.7%，服务毛利率为87.8%[39] - 研发投入为1.65亿美元，同比增长7.9%[39] - 销售和营销费用为5.01亿美元，同比下降2.8%[39] - 非GAAP净利润为4.40亿美元，同比增长46.4%[43][45] - 非GAAP每股摊薄收益为0.57美元，同比增长50.0%[45][47] - 经营活动产生的现金流为3.42亿美元，自由现金流为3.19亿美元[49] - 总计账单为15.41亿美元，与上年同期持平[50] 未来展望 - 预计2024年全年收入将达58亿至59亿美元，服务收入将达39.75亿至40.25亿美元[17] - 预计2024年全年非GAAP经营利润率将达30.0%至31.5%[17] - 预计2024年全年非GAAP每股收益将达2.13美元至2.19美元[17] 市场地位 - 是Gartner魔力象限中单一供应商SASE领域的领导者，同时也在5个不同的网络安全魔力象限中获得认可[5][23] - 持续投资于快速增长的统一SASE和安全运营市场[5] 财务状况 - 公司现金及现金等价物为22.03亿美元，较上年同期增加[1] - 公司短期投资为11.15亿美元，较上年同期增加[1] - 公司应收账款净额为10.83亿美元，较上年同期减少[1] - 公司存货为3.83亿美元，较上年同期减少[1] - 公司递延收入为59.96亿美元，较上年同期增加[1] - 公司长期债务为9.93亿美元，较上年同期基本持平[1] - 公司归属于普通股股东的权益为2.88亿美元，较上年同期增加[1] 其他 - 公司营业收入和营业利润未披露具体数字[1] - 公司未来业务展望和新产品计划未披露[1] - 公司面临的主要挑战包括供应链问题、地缘政治冲突等[1] - 产品收入为4.519亿美元，同比下降4.4%[7]

Record quarterly GAAP and Non-GAAP operating margins Raises 2024 revenue and Non-GAAP operating margin guidanceContinuing to invest in the fast-growing Unified SASE and Security Operations markets Second Quarter 2024 Highlights Total revenue of $1.43 billion, up 11% year over yearService revenue of $982 million, up 20% year over yearRecord GAAP operating margin of 30.5%Record Non-GAAP operating margin of 35.1%1Cash flow from operations of $342 million SUNNYVALE, Calif., Aug. 06, 2024 (GLOBE NEWSWIRE) -- For ...

SUNNYVALE, Calif., Aug. 06, 2024 (GLOBE NEWSWIRE) -- News Summary Fortinet® (NASDAQ:FTNT), the global cybersecurity leader driving the convergence of networking and security, today announced that it has acquired Next DLP, a leader in insider risk and data protection. With this acquisition, Fortinet will improve its position in the standalone enterprise data loss prevention (DLP) market and strengthen its leadership in integrated DLP markets within endpoint and SASE in alignment with Fortinet's business str ...

As we enter the summer of 2024, cybersecurity stocks are regaining the spotlight. The recent uptick in cyberattacks has highlighted the crucial role of robust cybersecurity measures, propelling the industry to the forefront of essential investments. While other tech sectors like AI and semiconductors have captured much of the market’s attention, cybersecurity presents a unique value proposition, especially for investors looking to diversify into high-growth potential areas that offer both stability and nece ...

In the wake of a worldwide IT outage, Fortinet (NASDAQ: FTNT) has emerged as a key player in the cybersecurity sector. While Microsoft (NASDAQ: MSFT) operating systems using CrowdStrike (NASDAQ: CRWD) experienced crashes due to a faulty update, Fortinet saw its stock price rise. Fortinet’s stock climbed 1.19% to $58.82 as investors sought alternatives to CrowdStrike.Fortinet has garnered significant investor attention, partly due to its upcoming financial results for the fiscal quarter ending June 30, 2024. ...

SUNNYVALE, Calif., Aug. 02, 2024 (GLOBE NEWSWIRE) -- News SummaryFortinet® (NASDAQ:FTNT), the global cybersecurity leader driving the convergence of networking and security, today announced that it has completed the acquisition of Lacework, a cloud security and cloud-native application protection platform (CNAPP) trailblazer, effective August 1, 2024. "The addition of Lacework aligns with Fortinet's commitment to protect our customers with innovative solutions that provide consistent security across on-pre ...

SUNNYVALE, Calif., Aug. 02, 2024 (GLOBE NEWSWIRE) -- News SummaryFortinet® (NASDAQ: FTNT), the global cybersecurity leader driving the convergence of networking and security, today announced that it has completed the acquisition of Lacework, a cloud security and cloud-native application protection platform (CNAPP) trailblazer, effective August 1, 2024. “The addition of Lacework aligns with Fortinet’s commitment to protect our customers with innovative solutions that provide consistent security across on-pr ...