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Jun 30, 2021

Fortinet Q2 2021 Earnings Report

Reported strong financial results with revenue growth and increased billings.

Key Takeaways

Fortinet reported a strong second quarter with a 30% increase in total revenue year-over-year, driven by growth in both product and service revenue. The company's billings also saw significant growth, and they raised full-year revenue and billings guidance.

Total revenue increased by 30% year-over-year to $801.1 million.

Product revenue grew by 41% year-over-year to $298.3 million.

Service revenue increased by 24% year-over-year to $502.8 million.

Billings grew by 35% year-over-year to $960.9 million.

Total Revenue
$801M
Previous year: $616M
+30.2%
EPS
$0.19
Previous year: $0.16
+18.8%
Total Billings
$961M
Previous year: $712M
+35.1%
Gross Profit
$614M
Previous year: $480M
+27.9%
Cash and Equivalents
$1.88B
Previous year: $916M
+105.1%
Free Cash Flow
$395M
Previous year: $216M
+82.6%
Total Assets
$5.56B
Previous year: $3.33B
+66.9%

Fortinet

Fortinet

Fortinet Revenue by Segment

Forward Guidance

Fortinet expects revenue between $800 million and $815 million and billings between $940 million and $960 million for the third quarter of 2021.

Positive Outlook

  • Revenue in the range of $800 million to $815 million
  • Billings in the range of $940 million to $960 million
  • Non-GAAP gross margin in the range of 77.5% to 78.5%
  • Non-GAAP operating margin in the range of 24.5% to 25.5%
  • Diluted non-GAAP net income per share in the range of $0.90 to $0.95

Revenue & Expenses

Visualization of income flow from segment revenue to net income