CLAIM #67642 · Fortinet Inc (FTNT) · 2025Q4 earnings call · Feb 5, 2026 · due Dec 31, 2026
“The other part in helping the margin is we're starting to see the service revenue will be turning around probably during 2026.”
Ken Xie · CEO
In context
“Ken Xie (Founder, Chairman and CEO): The other part in helping the margin is we're starting to see the service revenue will be turning around probably during 2026. And also when we shift more sales into like Unified SASE, which has the most service, we feel the margin will also improve from that angle, which has more services. But there are other things we also kind of measure, whether the currency issue might impact margins. But we feel we are prepared. And with all the diversification we have by vertical and geography, we feel we can maintain the margin and keep the Rule of 45.”
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SEC filings for FTNT ↗ · Claim quote is verbatim from the 2025Q4 earnings call.