| Stage | CSCO | % of rev | FTNT | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $17.3B | 100.00% | $2.1B | 100.00% | CSCO ×8.30 |
| Gross profit | $11.1B | 64.13% | $1.6B | 78.95% | FTNT +14.8pp |
| Operating income | $4.3B | 24.72% | $704M | 33.89% | FTNT +9.2pp |
| Pre-tax income | $4.9B | 28.59% | $755M | 36.33% | FTNT +7.7pp |
| Net income | $3.9B | 22.37% | $636M | 30.58% | FTNT +8.2pp |
| Stage | CSCO | FTNT | Gap · A − B |
|---|---|---|---|
| Revenue | $17.3B100.00% | $2.1B100.00% | CSCO ×8.30 |
| Gross profit | 64.13%$11.1B | 78.95%$1.6B | FTNT +14.8pp |
| Operating income | 24.72%$4.3B | 33.89%$704M | FTNT +9.2pp |
| Pre-tax income | 28.59%$4.9B | 36.33%$755M | FTNT +7.7pp |
| Net income |
| 22.37%$3.9B |
| 30.58%$636M |
| FTNT +8.2pp |
CSCO · SNX 10-KJan 24 '25
“Our primary OEM suppliers include Apple, Inc., Cisco Systems, Inc., Dell, Inc., Hewlett-Packard Enterprise Company, HP Inc., International Business Machines Corporation, Lenovo Group Ltd., Microsoft Corporation, and Samsung Electronics Co., Ltd.”
FTNT 10-KFeb 25 '26
“We work with many technology distributors, including Arrow Electronics, Inc., Exclusive, Ingram Micro, and TD Synnex.”
CSCO · CSPI 10-KDec 16 '25
“Our key offerings include products from Hewlett Packard Enterprise (HPE)/Aruba, Cisco Systems, Palo Alto Networks, Nutanix, Dell EMC, Juniper Networks, Varonis, Cato Networks, Fortinet, Microsoft and Barracuda.”
FTNT · CSPI 10-KDec 16 '25
“Our key offerings include products from Hewlett Packard Enterprise (HPE)/Aruba, Cisco Systems, Palo Alto Networks, Nutanix, Dell EMC, Juniper Networks, Varonis, Cato Networks, Fortinet, Microsoft and Barracuda.”