B2B SaaS Provider · vs · B2B SaaS Provider
Fortinet vs Splunk
Structured technology and market comparison · 2026
Direct Feature Comparison
Fortinet · vs · SplunkEnterprise cybersecurity platform spanning network, cloud and security operations.
Enterprise platform for security, observability and machine data analytics.
Analyze all overlapping signals and tech stacks for Fortinet and Splunk
Compare mutual enterprise clients, monetization models, live market signals, and partner networks directly in the interactive Knowledge Graph.
Comparison Analysis
What is the main difference between Fortinet and Splunk?
When comparing Fortinet and Splunk, both platforms operate within the Measurement & Analytics Platform, B2B SaaS Provider, and Productivity & Collaboration SaaS ecosystem. Fortinet is positioned as Enterprise cybersecurity platform spanning network, cloud and security operations, whereas Splunk focuses on Enterprise platform for security, observability and machine data analytics. Decision-makers evaluate both solutions when orchestrating their commercial monetization and technology stack.
What are the top alternatives to Fortinet and Splunk?
When evaluating Fortinet and Splunk, enterprise buyers also consider other platforms in Measurement & Analytics Platform, B2B SaaS Provider, and Productivity & Collaboration SaaS. You can discover the full competitive landscape and evaluate other alternatives by viewing their respective footprint profiles on Polaris7.
Market Signals
Recent Market Signals & Activity: Fortinet vs Splunk
Documented market movements, strategic partnerships, product releases, and regulatory developments mapped across Polaris7.
Fortinet
Recent Signals
- ·SEC APIfinancials
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.
- ·CNBC InvestingFinancials
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
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.
Splunk
Recent Signals
No recent market signals documented for Splunk in the current tracking window.
Compare their exact ecosystem overlaps.
Explore all deep relationships in Polaris7. Discover exactly which mutual clients, integrated technologies, and overlapping partners Fortinet and Splunk share across the market ecosystem.