DataDome vs Fortinet

Introducing DataDome’s AI Key Takeaways Feature: Understand Your Protection at a Glance

DataDome has introduced a new AI Key Takeaways feature that provides users with a quick, at-a-glance understanding of their protection status. This product update is highlighted on the company's blog.

DataDome Joins Experian Agent Trust Ecosystem

Experian, a global data and technology company, announced that DataDome, a leader in bot and agent trust management, has joined its Agent Trust™ ecosystem. This collaboration aims to strengthen trust in agentic commerce by combining Experian's trusted identity foundation with DataDome's continuous intent verification. The partnership creates a layered trust framework that helps businesses verify AI agents' identities and ensure their behavior remains consistent with delegated authority. DataDome integrates directly with Experian's framework, using verified Know Your Agent signals to dynamically assess agent behavior. This allows organizations to make trusted decisions throughout the transaction lifecycle without re-architecting their technology stacks. Together, they aim to enable safe and scalable agentic commerce by stopping malicious or compromised agents in real-time while allowing legitimate transactions to proceed.

• DataDome joins the Experian Agent Trust ecosystem.
• The collaboration combines Experian's identity foundation with DataDome's continuous intent verification.
• DataDome integrates with existing commerce and security infrastructure without requiring re-architecture.

Designing Products for Headless AI Agents

The article discusses the shift from chat-based AI interfaces to headless AI agents that interact with products via APIs without a graphical user interface. It emphasizes the need for service design, API literacy, and careful contract design to accommodate these invisible users. Citing reports from DataDome, Cloudflare, and Fastly, it highlights the rapid growth of AI agent traffic and the importance of designing for failure states, idempotency, and semantic clarity. The author argues that product design must expand beyond screens to include the data contracts and error messages that agents encounter, urging teams to understand agent behavior through traffic analysis and sequence mapping.

• DataDome's AI Traffic Report Q2 2026 counted 17.7 billion AI agent requests in April, May, and June, up 45% from the previous quarter.
• Cloudflare's one-year report found that as of June 2026, 52% of crawler requests were for AI training, up from 22% in spring 2025.
• Fastly reported in June 2026 that AI traffic grew approximately 6.5 times faster than human traffic on its network between January and May.

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.