What Fortinet's Quarter ended Sep 30, 2026 10-Q says: 3 signals
Fortinet filed its latest 10-Q with the SEC on Oct 29, 2026. It discusses international growth, margin pressure and supply chain disruption.
Public (FTNT)Computer and Network Security10,000+ employeesfortinet.comLinkedIn
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What changed at Fortinet this week? Use Autobound signals for fortinet.com.- Filed
- Oct 29, 2026
- Period
- Quarter ended Sep 30, 2026
- Filings
- 3
- Signals
- 19
Source: Autobound Signal API · 151 signals tracked for Fortinet · updated
10-Q · latest 10
What Fortinet's 10-Q filings say
- SEC EDGAR
10-Q · Quarter ended Sep 30, 2026
Filed · 3 signals
Fortinet is experiencing memory chip shortages and constraints due to the rapid global build-out of AI infrastructure, leading to potential production delays and increased sourcing costs.
memory chipsAI infrastructure
International revenue surged, with EMEA up 23% and APAC up 14% year over year
During the three months ended September 30, 2026, the EMEA region contributed 42% of total revenue growing 23%, while the APAC region contributed 18% growing 14% year over year.
23%
EMEA revenue growth year over year for the three months ended September 30, 2026
Total gross margin decreased 1.8 percentage points to 79.0% due to revenue mix shift
Fortinet reported total gross margin fell 1.8 percentage points to 79.0% for the three months ended September 30, 2026, primarily driven by a shift from service revenue to lower-margin product revenue.
-1.8%
decrease in total gross margin for the three months ended September 30, 2026
- SEC EDGAR
10-Q
Filed · 8 signals
Fortinet confirms it is currently a target of securities class action litigation.
The company explicitly states it is a target of securities litigation, which will result in substantial legal costs and divert management's attention from core business operations.
Fortinet flags potential China market lockout due to government directives against U.S. tech
The company acknowledges reports that the Chinese government may be instructing domestic firms to stop using U.S.
cybersecurity
Fortinet flags supply chain risks in Taiwan and Canada impacting manufacturing and service delivery.
A potential typhoon in Taiwan could halt manufacturing and shipping, while flooding at their Burnaby, Canada data center could disrupt critical FortiGuard security subscription updates.
The company's ability to manufacture and ship products is highly vulnerable to disruptions in Taiwan, such as a typhoon.
Geographic concentration of key assets creates significant operational risk
Fortinet's core operations, including its R&D/data center in Burnaby, Canada (for FortiGuard updates) and manufacturing in Taiwan, are in areas prone to natural disasters.
Fortinet explicitly states that activist stockholder actions could disrupt operations, be costly, and divert management attention.
Fortinet flags risk of activist investors, anticipating significant advisory and legal expenses.
The company is concerned about activist stockholders disrupting operations and forcing costly engagements with legal, financial, and communications advisors.
Earlier 10-Q filings
- 10-QFiled · 8 signalsSEC EDGAR
Showing 10 of 19 filing signals. The Signal API returns all of them.
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Fortinet earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Investing heavily in AI-driven SecOps and new AI data center solutions.AI-driven SecOps is the company's fastest-growing pillar with 33% billings growth. They recently launched a new "Secure AI Data Center" solution and are winning large enterprise deals to secure customer AI workloads, indicating significant budget and focus in this area. | |
| Customers experiencing performance issues with competing SASE providersA large customer (a police force) displaced their previous SASE provider due to performance issues and a need for sovereign data control. This highlights common pain points with existing SASE solutions that create opportunities for new vendors. | |
| Experiencing over 30% billings growth in OT and critical infrastructure security.Operational Technology (OT) security is a significant and rapidly growing investment area for the company. This focus on securing cyber-physical systems in sectors like healthcare and manufacturing creates opportunities for specialized security vendors. | |
| Committed to multi-year "Rule of 45" growth and market outperformance.Management reiterated its multi-year commitment to achieving the "Rule of 45" (growth rate + profit margin ≥ 45%) for 2025, 2026, and beyond. This long-term framework signals sustained investment in growth initiatives and operational efficiency. | |
| Added approximately 6,600 new customer organizations in the quarter.The company continues to rapidly expand its customer base across all market segments. This growth requires scaling of internal systems for customer support, billing, and success management. | |
| Capitalizing on market disruption from competitor acquisitions in SD-WANLeadership noted that competitor M&A in the SD-WAN market is creating disruption and customer uncertainty, opening up opportunities to win business from customers looking to consolidate their separate firewall and SD-WAN solutions. |
Signal API · MCP
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Page updated , the date of the newest row on this page.
Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .