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Fortinet reported earnings Q1 FY2025 results ended on Mar 31, 2025

$FTNT (-0.28%)


- Revenue: $1.54B, +14% YoY

- Net Income: $433.4M, +45% YoY

- Free Cash Flow: $782.8M, +29% YoY


🌱Revenue & Growth

- Product Revenue: $459.1M, +12% YoY

- Service Revenue: $1.08B, +14% YoY

- Billings: $1.60B, +14% YoY

- Unified SASE ARR: $1.15B, +26% YoY

- Security Operations ARR: $434.5M, +30% YoY


💰Profits & Health

- GAAP Operating Margin: 29.5% vs 23.7% in Q1 2024

- Non-GAAP Operating Margin: 34.2% vs 28.5% in Q1 2024

- Non-GAAP Net Income: $452.3M, +35% YoY

- Cash & Equivalents: $3.60B, +25% QoQ

- Remaining Performance Obligations: $6.49B, +12% YoY


📌Business Highlights

- Achieved record Q1 GAAP operating margin

- Acquired Linksys Holdings, Inc.

- Invested in Unified SASE and Security Operations

- Strengthened leadership in Secure Networking

- Received $14.0M from intellectual property matter


🔮Future Outlook

- Q2 2025 Revenue: $1.59B-$1.65B

- Q2 2025 Billings: $1.685B-$1.765B

- FY2025 Revenue: $6.65B-$6.85B

- FY2025 Non-GAAP Operating Margin: 31.5%-33.5%

- FY2025 Non-GAAP EPS: $2.43-$2.49

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