Fortinet, Inc. (FTNT)
Security software and appliances, 30% in the U.S. Read October 19, 2026 from the annual report for the period ending December 31, 2025, filed February 25, 2026. Ranked 72 of the 135 Technology companies read so far, by the share within reach now.
Within reach now
24%
End of 2028
64%
Employees, annual report
15,109
Leading staffing pattern
Software Publishers
Share of the working time within reach, long-run pace, four times in five
- Now24%
- End of 202751%
- End of 202864%
- End of 203069%
What changes for its people by the end of 2028, by its industries' figures
- Stays with people 31%
- Becomes checking a model's work 54%
- Handed over with lighter checks 9%
The filing states 15,109 employees, 30% in the U.S. and 20% in Canada, selling security subscriptions, support and appliances, with no count by function, so the split follows the revenue mix.
The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.
What follows from the reading
Share of working time within reach of AI, on the long-run pace at four in five: 24% now, 51% at the end of 2027, 64% at the end of 2028, 69% at the end of 2030. By the patterns, the work is about 69% desk work, 22% people work and 9% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 31% of the working time stays with people (conversation, in-person and hands-on work), 54% becomes checking a model's work and 9% could be handed over with lighter checks, from the industries' own figures, not the company's roles.
Headcount
15,109 employees as of December 31, 2025 (stated). Approximately 30% of 15,109 employees in the United States, 20% in Canada and 50% elsewhere, primarily EMEA, stated.
The filing: “As of December 31, 2025, our total headcount was 15,109 employees, approximately 30% of whom were employed in the United States, approximately 20% of whom were employed in Canada and approximately 50% of whom were employed outside of the United States and Canada, primarily in Europe, Middle East and Africa.”
The workforce as industry patterns
| Pattern | Share | Reason, from the filing |
|---|---|---|
| Software Publishers | 70% | Security subscriptions (39% of revenue) and technical support (29%) come from the FortiOS operating system and the software and services of the Security Fabric, developed, sold and supported by most of the workforce, read at software publishers by description (c) since the filing counts no employees by function. |
| Communications Equipment Manufacturing | 30% | Product revenue (33%) is the FortiGate appliances built around the company's own ASICs, with a company-owned warehouse in Union City, California, read at communications equipment manufacturing by description (c) for the hardware engineering and supply chain staff. |
What the filing says about the workforce: 30% in the United States, 20% in Canada, 50% elsewhere; headcount up 7% from 14,138; no U.S. employee represented by a union, with representation rights in some European and Latin American countries; no manufacturing or R&D in China.
Companies read with the same leading pattern
Other companies whose largest staffing pattern is also Software Publishers, largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five.
- Microsoft (MSFT, 223,000 employees)25% now, 69% by 2028
- Oracle (ORCL, 141,000 employees)26% now, 69% by 2028
- Salesforce, Inc. (CRM, 83,334 employees)25% now, 69% by 2028
- Uber Technologies, Inc. (UBER, 34,000 employees)29% now, 67% by 2028
- DoorDash, Inc. (DASH, 31,400 employees)29% now, 67% by 2028
- Adobe Inc. (ADBE, 31,360 employees)25% now, 69% by 2028
- ServiceNow, Inc. (NOW, 29,187 employees)25% now, 69% by 2028
- Synopsys, Inc. (SNPS, 28,000 employees)25% now, 69% by 2028
What the filing says about AI
58 sentences in the filing name AI. Fifty-eight sentences: the company describes AI-driven security operations across its Security Fabric, FortiOS converging networking with AI-powered security, and 321 AI-related patents among its 1,405 global patents.
- “Our integrated platform, the Fortinet Security Fabric, spans secure networking, unified Secure Access Service Edge ("SASE") and artificial intelligence ("AI")-driven security operations ("SecOps").”
- “As of December 31, 2025, we held 1,064 U.S. patents and a total of 1,405 global patents, including 321 AI-related patents.”
- “FortiOS -Our unified operating system enables the convergence of networking and AI-powered security to enforce consistent policies across all form factors and edges.”
- “FortiAI -FortiAI provides a dual-layered defense across the Fortinet Security Fabric through the AI for Security and Security for AI framework.”
- “Within AI for Security, FortiAI-Assist uses generative and agentic AI to support Network Operations Center ("NOC") and Security Operations Center ("SOC") teams in monitoring, analysis and response activities across enterprise environments.”
Its annual reports, year by year
Sentences naming AI in each annual report, counted by one rule, beside the median report in the Index that year. Each count links its filing. Every company, by year and sector
- Fiscal 20219median 0
- Fiscal 20229median 0
- Fiscal 202320median 1
- Fiscal 202445median 4
- Fiscal 202558median 10
Headcount by filing year
As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.
| Period | Employees | Filed | Filing |
|---|---|---|---|
| 2025-12-31 | 15,109 | 2026-02-25 | 10-K |
| 2024-12-31 | 14,138 | 2025-02-21 | 10-K |
| 2023-12-31 | 13,568 | 2024-02-26 | 10-K |
| 2022-12-31 | 12,595 | 2023-02-24 | 10-K |
| 2021-12-31 | 10,195 | 2022-02-25 | 10-K |
| 2020-12-31 | 8,238 | 2021-02-19 | 10-K |
| 2019-12-31 | 7,082 | 2020-02-26 | 10-K |
| 2018-12-31 | 5,845 | 2019-02-27 | 10-K |
| 2017-12-31 | 5,066 | 2018-02-26 | 10-K |
| 2016-12-31 | 4,665 | 2017-03-01 | 10-K |
| 2015-12-31 | 4,018 | 2016-02-26 | 10-K |
| 2014-12-31 | 2,854 | 2015-03-02 | 10-K |
| 2013-12-31 | 2,308 | 2014-03-03 | 10-K |
| 2012-12-31 | 1,954 | 2013-02-27 | 10-K |
| 2011-12-31 | 1,583 | 2012-02-28 | 10-K |
| 2010-12-31 | 1,336 | 2011-02-25 | 10-K |
| 2009-12-31 | 1,223 | 2010-03-05 | 10-K |
Limits of this reading
- No count by function: the split between the software and the appliances is by description and revenue mix (c).
Source: the company's annual report on EDGAR, accession 0001262039-26-000007, the filing. Read by Claude Fable 5.1 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.
The report on Fortinet, Inc., $29
This page as a document to keep, with what it does not show: the share within reach at every date on three paces and two reliabilities, a typical workforce of this shape at the stated headcount role by role and task by task (the industries' staffing, never the company's roster), where to start, what changes for the people and what they would learn, every sentence in the filing that names AI, the headcount by year, the companies read with the same leading pattern, the method and a citation line. To print or save as a PDF, open again in your browser for a year.
See the report, $29See the sample first: Walmart's report is free
Questions about this company
- How much of Fortinet, Inc.'s working time is within reach of AI?
- An estimated 24% now and 64% by the end of 2028, on METR's long-run pace at four in five, from the workforce Fortinet, Inc.'s own annual report describes and BLS staffing patterns for its industries, never from a roster. It is an estimate with a stated method. It is not a forecast of jobs lost or of savings, and it says nothing about what the company will do.
- How many people does Fortinet, Inc. employ?
- 15,109 as of December 31, 2025, as its annual report for the period ending December 31, 2025 states. About 30% in the U.S.
- What kinds of work make up Fortinet, Inc.'s workforce?
- Read from its annual report as a blend of 2 industry staffing patterns, the largest Software Publishers; by those patterns the work is about 69% desk work, 22% people work and 9% body work. Each share has a one-sentence reason on this page that can be checked against the filing.
- What does Fortinet, Inc.'s annual report say about AI?
- 58 sentences in the filing name AI. Its annual reports for fiscal 2021 to 2025 name it in 9, 9, 20, 45 and 58 sentences, year by year. They are counted and quoted on this page, never judged: a count says how much a filing talks about AI, not what the company does with it.
- How is this estimated?
- Claude Fable 5.1 read the annual report under the Index's written rubric (version 1) on October 19, 2026: the stated headcount, the share in the U.S. when stated, and the workforce as a blend of industry staffing patterns. The estimates are the site's industry estimates weighted by those shares, from O*NET tasks with estimated lengths and METR's measurements of how long a task AI models can finish. A company can write to info@stratussc.com to have its reading checked against its filing.
Embed these figures on your site
A small card with the share of working time within reach now and at the end of 2027, 2028 and 2030, the date and a link back. Free under CC BY 4.0; the card carries the credit.