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Robert Izquierdo, The Motley Fool
Sat, May 30, 2026 astatine 10:54 AM CDT 3 min read
Fortinet: Navigating Sequential Volatility
Fortinet (NASDAQ:FTNT) chiefly generates gross by selling integrated cybersecurity hardware, bundle licenses, and subscription services to endeavor customers.
It precocious expanded its lineup with caller firewall models and faced shareholder ineligible investigations, portion reporting an astir 29% nett income borderline for the 4th ended March 31, 2026.
CrowdStrike: Steady Sequential Growth
CrowdStrike (NASDAQ:CRWD) earns gross mostly by selling cloud-based subscriptions for its information modules that support endpoints, identity, and data.
It authorized a $500 cardinal stock repurchase summation and announced a 5% workforce reduction, and generated an astir 5% nett income borderline for the 4th ended Jan. 31, 2026.
Why Revenue Matters for Retail Investors
Revenue represents the full magnitude of wealth a concern brings successful from its halfway operations earlier immoderate expenses are subtracted. Tracking this metric helps investors measurement a company's full lawsuit income measurement and baseline maturation trajectory implicit time.
Image source: The Motley Fool.
Quarterly Revenue for Fortinet and CrowdStrike
| Q2 2024 | $1.4 cardinal (period ended June 2024) | $921.0 cardinal (period ended April 2024) |
| Q3 2024 | $1.5 cardinal (period ended Sept. 2024) | $963.9 cardinal (period ended July 2024) |
| Q4 2024 | $1.7 cardinal (period ended Dec. 2024) | $1.0 cardinal (period ended Oct. 2024) |
| Q1 2025 | $1.5 cardinal (period ended March 2025) | $1.1 cardinal (period ended Jan. 2025) |
| Q2 2025 | $1.6 cardinal (period ended June 2025) | $1.1 cardinal (period ended April 2025) |
| Q3 2025 | $1.7 cardinal (period ended Sept. 2025) | $1.2 cardinal (period ended July 2025) |
| Q4 2025 | $1.9 cardinal (period ended Dec. 2025) | $1.2 cardinal (period ended Oct. 2025) |
| Q1 2026 | $1.8 cardinal (period ended March 2026) | $1.3 cardinal (period ended Jan. 2026) |
Data source: Company filings. Data arsenic of May 28, 2026.
Foolish Take
Comparing gross betwixt Fortinet and CrowdStrike provides absorbing insights to investors. As the older company, Fortinet’s full income are higher than CrowdStrike’s. It is besides seeing year-over-year gross growth, which is simply a motion that its concern is growing.
However, the inclination implicit the past 2 years reveals CrowdStrike is experiencing accordant gross maturation astir each quarter, portion sequential quarterly income are lumpy for its cybersecurity rival. For CrowdStrike to present an summation each 4th is impressive, and indicates beardown lawsuit request for its cybersecurity solutions. If this income inclination continues, CrowdStrike is apt to overtake Fortinet successful full income implicit time.
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