| DISTRIBUTOR-A |
DISTRIBUTOR-A |
92%
|
The following distributor customers accounted for 10% or more of our revenue: Three Months Ended March 31, 2026 March 31, 2025 Distributor A 28 % 28 % |
| DISTRIBUTOR-B |
DISTRIBUTOR-B |
92%
|
The following distributor customers accounted for 10% or more of our revenue: Three Months Ended March 31, 2026 March 31, 2025 Distributor B 15 % 14 % |
| DISTRIBUTOR-C |
DISTRIBUTOR-C |
92%
|
The following distributor customers accounted for 10% or more of our revenue: Three Months Ended March 31, 2026 March 31, 2025 Distributor C 12 % 12 % |
| AMD |
Advanced Micro Devices, Inc. |
85%
|
Reciprocal relationship from AMD graph: Reciprocal relationship from FTNT graph: Reciprocal relationship from AMD graph: Reciprocal relationship from FTNT graph: ponents included in our products are … |
| AMD |
Advanced Micro Devices, Inc. |
85%
|
ponents included in our products are sourced from various suppliers by us or, more frequently, by our contract manufacturers. Some of the components important to our business, including certain Centr… |
| ARW |
Arrow Electronics, Inc. |
72%
|
Item 8 of this Annual Report on Form 10-K for distributor customers accounted for 10% or more of our revenue or net accounts receivable. Sales and Marketing We primarily sell our products and service… |
| ARW |
Arrow Electronics, Inc. |
72%
|
Reciprocal relationship from ARW graph: Reciprocal relationship from FTNT graph: Reciprocal relationship from ARW graph: Reciprocal relationship from FTNT graph: Item 8 of this Annual Report on Form … |
| CHKP |
Check Point Software Technologies Ltd. |
72%
|
services contracts must be recognized over the applicable service term. We face intense competition in our market and we may not maintain or improve our competitive position. The market for network s… |
| CHKP |
Check Point Software Technologies Ltd. |
72%
|
Reciprocal relationship from CHKP graph: Reciprocal relationship from FTNT graph: services contracts must be recognized over the applicable service term. We face intense competition in our market and… |
| CRWD |
CrowdStrike Holdings, Inc. |
72%
|
Reciprocal relationship from CRWD graph: Reciprocal relationship from FTNT graph: Reciprocal relationship from CRWD graph: Reciprocal relationship from FTNT graph: Reciprocal relationship from CRWD g… |
| CRWD |
CrowdStrike Holdings, Inc. |
72%
|
services contracts must be recognized over the applicable service term. We face intense competition in our market and we may not maintain or improve our competitive position. The market for network s… |
| CSCO |
Cisco Systems, Inc. |
72%
|
services contracts must be recognized over the applicable service term. We face intense competition in our market and we may not maintain or improve our competitive position. The market for network s… |
| CSCO |
Cisco Systems, Inc. |
72%
|
Reciprocal relationship from CSCO graph: Reciprocal relationship from FTNT graph: services contracts must be recognized over the applicable service term. We face intense competition in our market and… |
| PANW |
Palo Alto Networks, Inc. |
72%
|
trike Holdings, Inc. (“CrowdStrike”), F5 Networks, Inc., Hewlett-Packard Enterprise, Huawei Technologies Co., Ltd., Microsoft Corporation, Netskope Inc., Palo Alto Networks, Inc., SonicWALL, Inc., So… |
| PANW |
Palo Alto Networks, Inc. |
72%
|
Reciprocal relationship from PANW graph: Reciprocal relationship from FTNT graph: Reciprocal relationship from PANW graph: Reciprocal relationship from FTNT graph: Reciprocal relationship from PANW g… |
| QCOM |
QUALCOMM Incorporated |
72%
|
Reciprocal relationship from QCOM graph: Reciprocal relationship from FTNT graph: Reciprocal relationship from QCOM graph: Reciprocal relationship from FTNT graph: Reciprocal relationship from QCOM g… |
| QCOM |
QUALCOMM Incorporated |
72%
|
rom Broadcom Inc. (“Broadcom”), Marvell Technology Group Ltd. (“Marvell”), Qualcomm Incorporated (“Qualcomm”) and Intel and memory devices from Intel, Micron Technology (“Micron”), ADATA Technology C… |
| TSMWF |
Taiwan Semiconductor Manufacturing Company Limited |
72%
|
Reciprocal relationship from TSMWF graph: Reciprocal relationship from FTNT graph: Reciprocal relationship from TSMWF graph: Reciprocal relationship from FTNT graph: n Taiwan. We submit purchase orde… |
| TSMWF |
Taiwan Semiconductor Manufacturing Company Limited |
72%
|
n Taiwan. We submit purchase orders to our contract manufacturers that describe the type and quantities of our products to be manufactured, the delivery date and other delivery terms. Once our produc… |
| ACQUISITIONS-LACEWORK-INC |
ACQUISITIONS-LACEWORK-INC |
62%
|
ended June 30, 2024 and December 31, 2022, we recorded non-cash impairment charge of $ 8.0 million and $ 22.2 million, respectively, on our equity method investment in Linksys. In connection with our… |
| ACQUISITIONS-LINKSYS-HOLDINGS-INC |
ACQUISITIONS-LINKSYS-HOLDINGS-INC |
62%
|
expense was $ 29.5 million and $ 24.0 million during the three months ended March 31, 2026 and 2025, respectively. 6. BUSINESS COMBINATIONS 2025 Acquisitions Linksys Holdings, Inc. In 2021, we invest… |
| ADATA-TECHNOLOGY-CO-LTD |
ADATA-TECHNOLOGY-CO-LTD |
62%
|
s. Some of the components important to our business, including certain Central Processing Units (“CPUs”) from Intel Corporation (“Intel”) and Advanced Micro Devices, Inc. (“AMD”), network and wireles… |
| CAPITAL-RESOURCES |
CAPITAL-RESOURCES |
62%
|
. Of the service revenue recognized during the three months ended March 31, 2026 and 2025, 90% was included in the deferred revenue balance as of December 31, 2025 and 2024, respectively. 34 Table of… |
| CHECK-POINT-SOFTWARE-TECHNOLOGIES-LTD-CISCO-SYST |
CHECK-POINT-SOFTWARE-TECHNOLOGIES-LTD-CISCO-SYST |
62%
|
services contracts must be recognized over the applicable service term. We face intense competition in our market and we may not maintain or improve our competitive position. The market for network s… |
| ELECTRONICS-CO-LTD |
ELECTRONICS-CO-LTD |
62%
|
msung Electronics Co., Ltd. (“Samsung”), and Western Digital Technologies, Inc. (“Western Digital”), are available from limited or sole sources of supply. We have no long-term contracts related to th… |
| F5-NETWORKS-INC-HEWLETT-PACKARD-ENTERPRISE-HUAWE |
F5-NETWORKS-INC-HEWLETT-PACKARD-ENTERPRISE-HUAWE |
62%
|
trike Holdings, Inc. (“CrowdStrike”), F5 Networks, Inc., Hewlett-Packard Enterprise, Huawei Technologies Co., Ltd., Microsoft Corporation, Netskope Inc., Palo Alto Networks, Inc., SonicWALL, Inc., So… |
| HPE |
Hewlett Packard Enterprise Company |
62%
|
Reciprocal relationship from HPE graph: Reciprocal relationship from FTNT graph: Reciprocal relationship from HPE graph: Reciprocal relationship from FTNT graph: trike Holdings, Inc. (“CrowdStrike”),… |
| IBASE-TECHNOLOGY-INC |
IBASE-TECHNOLOGY-INC |
62%
|
anufacturers. Our current manufacturing partners include Accton Technology (“Accton”), IBASE Technology, Inc. (“IBASE”), Micro-Star International Co. (“Micro-Star”), Senao Networks, Inc. (“Senao”), W… |
| LINKSYS-HOLDINGS-INC |
LINKSYS-HOLDINGS-INC |
62%
|
ermine the cost basis of investments sold and record such gains or losses as other income (expense)—net on the consolidated statements of income. We have elected to not record an allowance for credit… |
| MARVELL-TECHNOLOGY-GROUP-LTD |
MARVELL-TECHNOLOGY-GROUP-LTD |
62%
|
s. Some of the components important to our business, including certain Central Processing Units (“CPUs”) from Intel Corporation (“Intel”) and Advanced Micro Devices, Inc. (“AMD”), network and wireles… |