An explanation of why software stocks - especially SaaS - are being structurally disrupted by AI, and how investors can identify survivors.
Palo Alto leads in market share and recurring revenue diversification but faces slowing subscription growth amid intensifying competition. Fortinet is favored for robust profitability, strong revenue

Fortinet Q4 Earnings Call Highlights

04:56am, Saturday, 07'th Feb 2026
Fortinet (NASDAQ: FTNT) executives highlighted broad-based demand and accelerating product revenue growth as the company reported fourth quarter and full-year 2025 results that exceeded management's g
BI Asset Management Fondsmaeglerselskab A S trimmed its holdings in Fortinet, Inc. (NASDAQ: FTNT) by 53.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchang
FTNT tops Q4 estimates as earnings and revenues rise year over year, fueled by strong enterprise demand and momentum in Unified SASE and Security Ops.
Fortinet (FTNT) reported impressive Q4 2025 results, with its stock rising sharply as investors celebrated accelerated billings and a promising full-year outloo
Fortinet Inc (NASDAQ:FTNT) reported fourth-quarter 2025 earnings that exceeded analyst expectations on both revenue and earnings per share, sending its stock about 3% higher in early trade on Friday.

Breakfast News: Amazon's AWS Special Delivery

07:30am, Friday, 06'th Feb 2026
Costly plans push Amazon down, Bitcoin falls in crypto slump, and more
There's reason to believe the cybersecurity provider could avoid the worst of the chaos following its earnings beat.
Fortinet Inc (NASDAQ:FTNT) reported fourth-quarter 2025 earnings that exceeded analyst expectations on both revenue and earnings per share, sending its...
Billings Growth: 18% increase to $2.37 billion.Unified SASI Billings Growth: 40% increase.Total Revenue Growth: 15% increase to $1.91 billion.Product Revenue G
Fortinet, Inc. (FTNT) Q4 2025 Earnings Call Transcript
The headline numbers for Fortinet (FTNT) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street esti
Fortinet (FTNT) came out with quarterly earnings of $0.81 per share, beating the Zacks Consensus Estimate of $0.74 per share. This compares to earnings of $0.74 per share a year ago.
Stock News Amazon lifts 2026 capex to ~$200B: Amazon (AMZN) posted a Q4 EPS miss but revenue beat and guided 2026 capital expenditures to about $200 billion, pr
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