Fortinet 2025 Revenue Hits US$6.8 Billion, SASE Drives Growth
Fortinet 2025 Revenue Hits US$6.8 Billion, SASE Drives Growth
Publish Date: 2026-02-10 17:17:00
Source Domain: mexicobusiness.news
Fortinet reports an annual revenue increase of 14% to US$6.8 billion in the full fiscal year 2025. The company also achieved a non-GAAP operating margin of 35% and increased its share repurchase authorization by US$1 billion. Ken Xie, Founder, Chairman, and CEO, Fortinet, attributes its growth to the convergence of networking and security, specifically within the unified SASE and security operations markets.
“We continue to execute our strategy by accelerating our investments in high-growth Unified SASE and Security Operations markets, delivering strong momentum while further strengthening our Secure Networking leadership,” says Xie. “As the number one firewall leader with a 55% unit market share, Fortinet is well-positioned to extend that leadership into SASE, driven by our rapidly expanding SASE adoption and growing customer demand.”
The fiscal year 2025 results reflect a shift in the cybersecurity sector toward integrated, platform-based solutions. The company reported total billings of US$7.55 billion, representing a 16% year-over-year increase. A significant driver of this performance was the unified SASE segment, which recorded a 40% growth in billings during 4Q25.
Fortinet exceeded the Rule of 45 for the sixth consecutive year, a metric that combines growth rate and profit margin. This financial stability persists as enterprise demand for vendor consolidation increases. Organizations are prioritizing single-operating-system architectures, such as FortiOS, to reduce the total cost of ownership and simplify the management of disparate security systems.
The technical roadmap for Fortinet in 2026 focuses on AI-driven infrastructure and cloud-native integrations. The company recently finalized an integrated solution with NVIDIA that utilizes BlueField-3 DPUs to accelerate firewalling and policy enforcement within AI Factory environments. Furthermore, Google Cloud selected Fortinet as the inaugural Google Unified Security Recommended partner for network…