Key Takeaways FTNT's multi-year deals, per-user pricing, and SASE traction are boosting long-term revenue visibility. Unified SASE recurring revenues grew 25.7% YoY to $1.15B, while SecOps rose 30.3% to $434.5M. Unified SASE and SecOps are projected to witness a 24% CAGR through 2026, per Seeking Alpha.Fortinet’s (FTNT) transition to a subscription-driven business signifies the growth of its recurring service revenues. These recurring-revenue upticks have become a clear engine for growth. In the first qua ...

Zscaler (ZS) is scheduled to report its third-quarter fiscal 2025 results on May 29, 2025.Zscaler anticipates revenues between $665 million and $667 million for third-quarter fiscal 2025. The Zacks Consensus Estimate for ZS’ fiscal third-quarter revenues is pegged at $666.1 million, indicating year-over-year growth of 20.4%.For the fiscal third quarter, the company expects non-GAAP earnings per share in the band of 75-76 cents. The Zacks Consensus Estimate for ZS’ fiscal third-quarter earnings is pegged at ...