FTNT

AI Research

FTNT Launches FortiOS 8.0 with AI/SASE → Q4 Revenue +15% to $1.91B, Full-Year $6.80B (+14%)

Fortinet launched FortiOS 8.0, its next-generation security OS featuring integrated AI threat detection, SASE capabilities, and quantum-safe encryption, reinforcing its position as a unified security platform leader. The company reported Q4 2025 revenue of $1.91 billion, up 15% year-over-year, with full-year revenue reaching $6.80 billion, a 14% annual increase driven by platform consolidation demand from enterprise customers. Risks include intensifying competition from Palo Alto Networks and CrowdStrike in the AI-security space, with Roth Capital maintaining a Neutral rating at a $90 price target.