Fortinet raised its full-year revenue outlook after a stronger-than-expected second quarter, pointing to a shift toward a subscription-led model and a deeper deployment of generative AI across its product portfolio. The vendor also announced a partnership with Intel and launched several new offerings—moves that reinforce both its product strategy and financial trajectory.
Results and upward revision of guidance
Fortinet topped its prior guidance for both revenue and profitability in Q2, prompting management to increase its full-year revenue expectations. The company highlights growing adoption of a subscription-led approach, which is gradually transforming its revenue mix toward higher recurring income.
Fortinet: new generative AI offerings and Intel partnership
Fortinet is emphasizing the integration of generative AI capabilities into its product lineup and has unveiled multiple new solutions to that end. Its announced partnership with Intel is positioned to accelerate deployment and performance of these AI-driven features, supporting broader product differentiation and faster time-to-value for customers. Together, the quarterly beat, product launches, and Intel collaboration underscore Fortinet’s focus on recurring revenue and AI as key growth levers.
