Revenue hit $2.05 billion with 26% growth as AI security demand surges.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.89%. September E-mini S&P futures (ESU26 ) are up +0.44%, and September E-mini Nasdaq futures...
Climb Global Solutions (NASDAQ:CLMB) reported second-quarter results marked by higher gross billings, sales and gross profit, while net income and adjusted EBITDA declined as the company absorbed acquisition-related costs and increased investments in technology infrastructure. For the quarter ended
Fortinet expands SASE Firewall and AI security momentum as revenues, margins and 2026 outlook rise after a strong second quarter, driven by platform growth.
Moby summary of Climb Global Solutions, Inc.'s Q2 2026 earnings call
Fortinet (NASDAQ:FTNT) reported second-quarter 2026 results that exceeded the high end of its guidance, with billings rising 33% year over year to $2.37 billion and total revenue increasing 26% to $2.05 billion. Product revenue grew 52% to $773 million, while service revenue rose 14% to $1.27 billi
Cybersecurity firm Fortinet on Wednesday lifted its annual revenue forecast after reporting strong second-quarter results, signaling strong enterprise spending on its services amid rising data security incidents. Companies are ramping up data security budgets to tackle increasingly sophisticated ransomware attacks and other threats. The California-based company now projects annual revenue between $8.02 billion and $8.18 billion, compared with its previous expectation of $7.71 billion to $7.87 billion.
Fortinet (FTNT) delivered earnings and revenue surprises of +20.00% and +8.62%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
The stock market sold off as oil prices surged on Trump's Iran threats. Microsoft, Meta and Fortinet were key earnings movers late.
Fortinet reported Q2 earnings, revenue and billings that handily beat estimates while guidance came in above views.
Intel's Q2 2026 revenue and EPS beat estimates, with data center demand and margins improving, though Foundry's external revenue and tougher comps ahead warrant a cautious, hold-rather-than-chase stance.
Fortinet Inc (NASDAQ:FTNT) is set to report its second quarter results on July 29, with Jefferies analysts highlighting that the company needs to show an acceleration in product revenue growth to support investor confidence in the durability of its recent performance. The firm expects solid...
The chipmaker finally put a name on its foundry momentum -- two days before the report that will test it.
Fortinet announced a collaboration with Intel to develop the Fortinet Security Processor 6 on the Intel 4 process, making Fortinet the first named cybersecurity customer for Intel Foundry.
Cybersecurity stocks' lofty valuations warrant caution ahead of upcoming quarterly results, especial
Fortinet will release its second-quarter earnings later this month, and analysts anticipate a double-digit bottom-line growth.
A bad day for International Business Machines has turned into great day for CrowdStrike Holdings and other cybersecurity companies. The reason why seems to be a short reference about cybersecurity in a letter to shareholders from IBM CEO Arvind Krishna. Krishna discussed how IBM clients in June shifted quarterly capital spending toward servers, storage, and memory purchases ahead of expected price increases.
Cooler inflation data sent cybersecurity stocks surging Tuesday, but the real question is whether today's spike reflects genuine conviction or a rate-cut sugar rush that evaporates the moment sentiment shifts.
A bad day for International Business Machines has turned into great day for CrowdStrike Holdings and other cybersecurity companies. The reason why seems to be a short reference about cybersecurity in a letter to shareholders from IBM CEO Arvind Krishna. Krishna discussed how IBM clients in June shifted quarterly capital spending toward servers, storage, and memory purchases ahead of expected price increases.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...
FEATURE The artificial-intelligence trade appeared to be reignited Tuesday as investors digested a slew of bank earnings reports ahead of the consumer-price index inflation report for June. International Business Machines sank 23% after the company’s preliminary second-quarter adjusted earnings and revenue missed analysts’ targets.
The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +1.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.59%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.25%. September E-mini S&P futures (ESU26 ) rose +1.20%, and September E-mini Nasdaq futures...
The Nasdaq broke key support Tuesday as AI stocks sold off, even as SpaceX reversed higher. FedEx and AI chip IPO Cerebras reported late. Micron earnings loom.
Why Fortinet's Earnings and AI Pivot Are Moving the Stock Fortinet (FTNT) has drawn fresh attention after strong quarterly earnings, higher full-year 2026 revenue guidance, and new AI-focused security products, all supporting its push as a converged security and networking platform. See our latest analysis for Fortinet. The recent earnings beat and AI product launches have come alongside sharp share price momentum, with a 30 day share price return of 66.45% and a year to date share price...