{"id":184907,"date":"2026-02-05T18:16:00","date_gmt":"2026-02-05T23:16:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2026\/02\/05\/cybersecurity-earnings-season-kicks-off-with-beats-from-fortinet-netscout-and-qualys\/"},"modified":"2026-02-05T18:35:08","modified_gmt":"2026-02-05T23:35:08","slug":"cybersecurity-earnings-season-kicks-off-with-beats-from-fortinet-netscout-and-qualys","status":"publish","type":"post","link":"https:\/\/testing.news-you-need.com\/index.php\/2026\/02\/05\/cybersecurity-earnings-season-kicks-off-with-beats-from-fortinet-netscout-and-qualys\/","title":{"rendered":"Cybersecurity earnings season kicks off with beats from Fortinet, NetScout and Qualys"},"content":{"rendered":"

Cybersecurity earnings season kicks off with beats from Fortinet, NetScout and Qualys<\/a><\/p>\n

https:\/\/siliconangle.com\/2026\/02\/05\/cybersecurity-earnings-season-kicks-off-beats-fortinet-netscout-qualys\/<\/a><\/p>\n

Publish Date: 2026-02-05 18:16:00<\/a><\/p>\n

Source Domain: siliconangle.com<\/a><\/p>\n

Author: <\/a><\/p>\n

Using an unordered list, summarize the following article with between 4 and 8 key points.
\n\t\t\t\t\t\tCybersecurity companies Fortinet Inc., NetScout Systems Inc. and Qualys Inc. all reported earnings and revenue beats in their latest quarterly reports today as demand for cybersecurity services continues amid the continuing growth in artificial intelligence.
\nFortinet
\nFor its fiscal 2025 fourth quarter that ended on Dec. 31, Fortinet reported adjusted earnings per share of 81 cents, up from 74 cents per share in the same quarter of 2024, on revenue of $1.91 billion, up 15% year-over-year. Both figures were ahead of the 74 cents per share and revenue of $1.96 billion expected by analysts.
\nThrough the quarter, Fortinet saw product revenue grow 20% year-over-year to $691 million and billings rose 18%, to $2.37 billion.
\nFor the full year, Fortinet reported adjusted earnings of $2.76 per share, up from $2.37 per share in 2024, on revenue of $6.8 billion, up 14% year-over-year. Product revenue rose 16% year-over-year, to $2.22 billion and billings grew 16%, to $7.55 billion.
\n\u201cWe are pleased with our strong finish to the year, highlighted by an excellent fourth quarter\u00a0driven by broad-based demand across our portfolio, which drove billings above the high end of our guidance,\u201d founder and Chief Executive Ken Xie said in the company\u2019s earnings release. \u201cWe continue to execute our strategy by accelerating our investments in high-growth Unified SASE and Security Operations markets, delivering strong momentum while further strengthening our Secure Networking leadership.\u201d
\nFor its fiscal 2026 first quarter, Fortinet expects adjusted earnings of 59 to 63 cents per share on revenue of $1.7 billion to $1.76 billion. For the full year, the company forecasts earnings of $2.94 to $3 per share and revenue of $7.5 billion to $7.7 billion. Analysts were expecting a full-year revenue outlook of $7.5 billion.
\nFortinet\u2019s stock rose about 2.5% in late trading.
\nNetScout
\nFor its fiscal 2026 third quarter that ended on Dec. 31, NetScout reported adjusted earnings per share of $1, up from 94 cents per share in the same quarter of the previous year, on revenue of $250.7 million, down 0.5% year-over-year. Analysts had been expecting earnings of 86 cents and revenue of $233.7 million.
\nNetScout saw product revenue in the quarter of $121.7 million, down from $128.2 million in the same quarter of the previous year and service revenue of $129 million, up from $123.8 million a year prior.
\n\u201cOur Q3 fiscal year 2026 revenue and earnings results were ahead of expectations,\u201d CEO Anil Singhal said in the company\u2019s earnings release. \u201cThis performance was enhanced by certain product orders and service renewals originally anticipated for the fourth quarter as customers utilized their calendar year-end budgets.\u201d
\nFor the full year, NetScout now expects to see adjusted earnings per share of $1.15 to $1.23 and revenue of $835 million to $870 million.
\nNetScout, which had announced earnings early today, saw shares fall a little under 5% on the day.
\nQualys
\nFor its fiscal 2025 fourth quarter, Qualys reported adjusted earnings per share of $1.87, up from $1.60 per share in the fourth quarter of 2024, on revenue of $175.3 million, up 10% year-over-year.
\nRounding out the cybersecurity results hat trick, Qualys, like Fortinet and NetScout, also came in ahead of expectations, as analysts had been expecting earnings of $1.78 per share and revenue of $173.15 million.
\nFor its full year, Qualys reported adjusted earnings of $7.07, up from $6.13 in 2024, on revenue of $669.1 million, up 10% year-over-year.
\n\u201cWe continued to execute well in Q4, demonstrated by another quarter of solid revenue growth and profitability,\u201d Sumedh Thakar, Qualys\u2019 president and CEO, said in the company\u2019s earnings release. \u201cOur pace of innovation and targeted investments are driving competitive differentiation, deeper Enterprise TruRisk Management adoption, broader engagements across large federal agencies, growing partner-led execution and early QFlex success.\u201d
\nFor its fiscal first quarter, Qualys expects to see adjusted earnings per share of $1.76 to $1.83 and revenue of $172.5 million to $174.5 million. For the full year 2026, the company is forecasting adjusted earnings of $7.17 to $7.45 per share and revenue of $717 million to $725 million.
\nThe full-year outlook fell short at the midpoint of the $7.41 expected by analysts, but the revenue outlook at the midpoint was ahead of an expected $718.3 million.
\nQualys\u2019 shares fell a little under 3% in after-hours trading.
\nImage: SiliconANGLE\/Ideogram<\/p>\n

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