CrowdStrike vs Fortinet

DOJ: North Korean Hackers Infiltrate Dozens of US Companies

The U.S. Department of Justice and FBI have taken action against a network that enabled North Korean IT workers to secure remote jobs at U.S. companies, aiming to disrupt funding for North Korea's weapons programs. In 'Operation Lonestar Roundup', FBI raids in Texas led to the seizure of 187 devices from more than 40 homes, including laptops and KVM switches. Two American facilitators were arrested in Ohio, and over 180 computers were seized from laptop farms. The hackers infiltrated at least 70 U.S. companies across 17 states using stolen identities, generating around $3 million. CrowdStrike assisted the FBI, highlighting the use of 'laptop farms' to conceal true locations. The DOJ warns that North Korea increasingly relies on American facilitators, and companies are urged to come forward.

• DOJ indicted and arrested at least two American facilitators, including arrests in Ohio.
• Over 180 computers and 187 devices seized from more than 40 laptop farms in Texas.
• At least 70 U.S. companies across 17 states infiltrated.

CrowdStrike and Anthropic Give Critical Infrastructure Defenders the AI Advantage

CrowdStrike and Anthropic announce a program to give critical infrastructure defenders the AI advantage, published October 08, 2026.

CrowdStrike and NVIDIA Extend Security Across the AI Stack

CrowdStrike announces a partnership with NVIDIA to extend security across the AI stack, highlighting a strategic collaboration to secure AI deployments.

10-Q Financial Filing Analysis for Fortinet (2026-07-30)

Fortinet reported strong financial performance for the second quarter of fiscal 2026, with total revenue rising 26% year-over-year to $2.05 billion and operating income growing 51% to $689.3 million. Revenue expansion was driven by a 52% surge in product revenue to $773.0 million, fueled by higher hardware unit shipments, customer upgrades for AI-related infrastructure, and pricing actions, alongside a 14% increase in service revenue to $1.27 billion. Operating margin expanded by 5.6 percentage points to 33.7%, reflecting strong operating leverage as top-line growth outpaced operating expenses. Net income for the quarter reached $606.3 million ($0.82 per diluted share), up from $440.1 million in Q2 2025. Non-GAAP billings expanded 33% to $2.37 billion, and deferred revenue climbed to $7.68 billion, underscoring solid underlying demand across Secure Networking, Unified SASE, and SecOps platforms.

• Q2 2026 total revenue reached $2,047.9 million (+26% YoY), driven by $773.0 million in Product revenue (+52% YoY) and $1,274.9 million in Service revenue (+14% YoY).
• Operating income rose 51% YoY to $689.3 million with operating margin expanding 560 bps to 33.7%, while net income reached $606.3 million.
• Non-GAAP billings grew 33% YoY to $2,372.1 million, and total deferred revenue reached $7,675.7 million as of June 30, 2026.

Cybersecurity stock Zscaler's charts turn bullish: Jay Woods

In a CNBC Pro segment, technician Jay Woods discusses Zscaler (ZS), a cybersecurity company that has underperformed its sector peers. While CrowdStrike, Fortinet, Okta, and Palo Alto Networks have gained over 100% year-to-date, Zscaler shares fell as much as 65% from 52-week highs and remain down 13% this year. However, Woods observes a bottoming formation on both daily and weekly charts, with a bullish crossover in MACD and a breakout above $195 resistance. He suggests upside targets of $250-$265, representing 25-30% potential upside, with support at $165. The analysis highlights relative rotation within the cybersecurity sector, indicating that laggards like Zscaler may see renewed strength.

• Zscaler (ZS) shares fell as much as 65% from 52-week highs and remain down 13% year-to-date.
• CrowdStrike, Fortinet, Okta, and Palo Alto Networks have each gained over 100% year-to-date.
• Jay Woods identifies a bullish double bottom formation on Zscaler's weekly chart.

Fortinet Expands U.S. Presence with New Company-Owned Innovation Hub in New York City

Fortinet announced the opening of a new company-owned innovation hub in New York City, expanding its U.S. presence. This is part of Fortinet's strategic growth and investment in innovation.