Fortinet Projects Quarterly Billings Below Estimates As Competition Heats up

Reuters05-03

May 2 (Reuters) - Fortinet forecast second-quarter billings below Wall Street estimates on Thursday, hurt by muted enterprise spending and stiff competition from companies that act as one-stop shops for cybersecurity tools.

Shares of the Sunnyvale, California-based company fell about 8% in trading after the bell.

High-interest rates have crimped enterprise spending as businesses grapple with economic uncertainty and look to preserve cash balances.

The company expects second-quarter billings between $1.49 billion and $1.55 billion, largely below analysts' estimates of $1.54, according to LSEG data.

Billings are the invoice amounts billed to customers in a given time period. Analysts use billings to determine cash flow as they represent money the company expects to receive soon.

It reported billings of $1.41 billion, down 6.4% in the first quarter, compared with estimates of $1.43 billion.

Meanwhile, Fortinet's rivals, such as Palo Alto Networks and Crowdstrike Holdings, have gained market share in the past year as companies have been adopting more efficient and less expensive consolidated cybersecurity platforms that contain tools for a variety of applications.

Fortinet expects second-quarter revenue between $1.375 billion and $1.435 billion, compared with analysts' estimates of $1.39 billion, according to LSEG data.

It posted revenue of $1.35 billion in the first quarter, up 7.2%, just about beating estimates of $1.34 billion.

Adjusted profit in the first quarter stood at 43 cents per share, compared with estimates of 38 cents per share.

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Comments

  • MaxGain
    05-03
    MaxGain
    FTNT is now considered a DINOSAUR 🦕 in the Cybersecurity vendor world with ZERO innovation and nothing new coming out of its R&D that is significant and smart customers are quick to realize that, with many switching to it's competition like Palo Alto Netowrks that at the top of the stack right now. It also a history of lousy acquisitions and disastrous integration. My opinion is that it is a WRECKED and a SINKING SHIP led by incompetent leaders (including the CEO - old and dated) and a bunch of BROWN NOSE and YES MAN Senior Executives. My thoughts 💭? SELL & RUN FOR THE DOOR!
    • Remotecam
      Same thoughts. Sold all FTNT holdings at profit. Now waiting for entry into PAWN - overpriced now - buy point IV $281.
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