Fortinet, Inc.

FTNTleader

Fortinet is a leading cybersecurity company known for its FortiGate next-generation firewall platform, which combines networking and security using custom ASIC chips for high performance.

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产品与营收

产品营收占比

营收构成 ($5.9B)

静态数据（加载实时财务…）

Product Revenue (33%)

Service Revenue (67%)

业务板块构成与主要客户

产品详情

FortiGate Firewalls45%

Next-generation firewalls with integrated security processing units

FortiGuard Security Services30%

Subscription-based threat intelligence, sandboxing, and web filtering

Secure Networking15%

SD-WAN, SASE, and zero-trust network access solutions

SecOps & SIEM10%

FortiSIEM, FortiSOAR, and endpoint detection and response tools

供应链关系

竞争对手

Palo Alto Networks, Inc.

Enterprise firewalls and SASE

影响: Primary security competitor

Cisco Systems, Inc.

Network security appliances

影响: Major competitor in security

CrowdStrike Holdings, Inc.

Endpoint and cloud security

影响: Growing competitive overlap

宏观与市场背景

IT / 소프트웨어行业新闻

AI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화

SaaS 시장 성장률 (2026E)

+18% YoY

AI 코파일럿 ARR 성장

+320% YoY

기업 IT 예산 증가율

+6% (AI 재배분)

전통 라이선스 시장

-12% YoY

近期催化剂

◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)◆Microsoft Build 컨퍼런스 (2026.05)◆CrowdStrike Fal.Con 2026 발표

AI 分析

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企业信息

总部

Sunnyvale, California, USA

成立时间

2000

员工人数

14,500+

官网

fortinet.com

行业概况 — IT / 소프트웨어

行业新闻