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Dec 31, 2019

Fortinet Q4 2019 Earnings Report

Financial results for the fourth quarter and full year ended December 31, 2019 were announced.

Key Takeaways

Fortinet reported Q4 2019 total revenue of $614.4 million, a 21% increase year-over-year. Product revenue was $238.8 million, up 19% year-over-year. GAAP diluted net income per share was $0.66, while non-GAAP diluted net income per share was $0.76.

Total revenue was $614.4 million, up 21% year over year.

Product revenue was $238.8 million, up 19% year over year.

Billings were $802.3 million, up 24% year over year.

GAAP diluted net income per share was $0.66.

Total Revenue
$614M
Previous year: $507M
+21.2%
EPS
$0.15
Previous year: $0.12
+25.0%
Total Billings
$802M
Previous year: $649M
+23.6%
Gross Profit
$474M
Previous year: $379M
+25.2%
Cash and Equivalents
$1.22B
Previous year: $1.11B
+9.9%
Total Assets
$3.88B
Previous year: $3.08B
+26.0%

Fortinet

Fortinet

Fortinet Revenue by Segment

Forward Guidance

For the first quarter of 2020, Fortinet currently expects revenue in the range of $555 million to $565 million and billings in the range of $635 million to $655 million.

Positive Outlook

  • Revenue in the range of $555 million to $565 million
  • Billings in the range of $635 million to $655 million
  • Non-GAAP gross margin in the range of 77.5% to 78.5%
  • Non-GAAP operating margin in the range of 19.0% to 20.0%
  • Diluted non-GAAP net income per share in the range of $0.50 to $0.52, assuming a non-GAAP effective tax rate of 24%

Revenue & Expenses

Visualization of income flow from segment revenue to net income