Fortinet, Inc. (NASDAQ:FTNT) J.P. Morgan Global Technology, Media and Communications Conference May 21, 2024 10:50 AM ET Company Participants Keith Jensen - CFO Ken Xie - Founder, Chairman, and CEO Conference Call Participants Brian Essex - J.P. Morgan Brian Essex Good afternoon, everyone. My name is Brian Essex. I'm J.P. Morgan security software analyst. And with me today are Ken Xie, Founder, Chairman, and CEO of Fortinet, and Keith Jensen, CFO. I've been cautioned before I start, I must turn things over ...

业绩总结 - Q1的主要亮点是SASE和SecOps，Q1的执行基本符合预期[6] - 预计第二季度是账单低谷，后续账单预计增长并在年底加速增长，指导中点暗示年同比增长1.6%[7] 用户数据 - 公司看到SMB领域的强劲增长，特别是在网络安全方面[13] 未来展望 - 公司需要将销售管道恢复到历史水平，以实现双位数增长[16] - 公司将继续在网络安全、SASE和SecOps领域取得增长，SASE和SecOps有望表现更好[18] - 公司在SASE市场上具有优势，拥有庞大的安装基础和领先的技术[22] - 公司预计在未来几年成为SASE领域的领导者[22] 新产品和新技术研发 - 公司正在不断扩展AI在产品中的应用，以降低运营成本并提高安全性[43] - AI技术将在公司的安全运营和销售方面发挥重要作用，有助于提高效率和安全性[45] 市场扩张和并购 - 服务提供商在SASE领域具有成本优势，主要是基础设施成本[24] - 与GCP合作带来了额外的150个PoP，提高了市场渗透能力[26] - 公司在SD-WAN领域已经处于领先地位，可以通过现有用户群体转化为SASE用户[28] - 公司在美国市场逐渐获得市场份额，与竞争对手相比具有产品、性能和成本优势[35] 负面信息 - 公司认为硬件在网络安全中仍然至关重要，特别是在新的市场和用例中[38] 其他新策略和有价值的信息 - Gartner预测网络安全市场未来10年将保持约10%的增长率[40]

The near-term weakness that this cybersecurity stock is facing could eventually pave the way for stronger long-term growth thanks to AI.Technology stocks have been in fine form in the past year, which is evident from the 50% gains clocked by the Nasdaq-100 Technology Sector index during this period. But not all tech stocks have benefited from the broader market's surge. Fortinet (FTNT 0.31%) is one of them.Shares of the cybersecurity company are down 11% in the past year, and the latest quarterly results (f ...

TAMPA, Fla., May 15, 2024 /PRNewswire/ -- DGR Systems (DGR), a next generation technology solutions integrator, announced today they have been named a Fortinet Engage Preferred Services Partner (EPSP). This exclusive program recognizes elite Fortinet partners that have invested significantly in a service delivery model that ensures customer outcomes are delivered in a highly competent and professional manner. Fortinet continues to differentiate themselves through highly competent, value-aligned, integrated, ...

公司业绩 - 公司2024年第一季度收入达到13.5亿美元，同比增长7%[2] - 公司提高了2024年全年业绩预期，预计收入将达到57.45亿至58.45亿美元，同比增长超过9%[3] - 公司现金和短期投资增加至30亿美元，长期债务仅为9.93亿美元[4] 业务发展 - 公司的软件服务业务增长迅速，年增长率达到24%[7] - 公司正在调整以满足新的网络安全需求，推出了新的安全接入服务边缘(SASE)等产品[10] - 公司推出新的SASE和其他网络安全服务，预计在2024年下半年将重新加速扩张[12] 投资前景 - 公司目前是投资组合中的核心网络安全持仓之一，未来预期可能会带来长期投资机会[14]

Thomas Barwick Investment Thesis In one of my previous articles, I made the analogy that the stock market is like a manic depressive friend who is usually high functioning but who occasionally goes off their meds and gets either irrationally exuberant or depressed in their valuations of companies. The latter of the two scenarios has come to be for the cybersecurity company Fortinet (NASDAQ:FTNT). The recent release of FTNT's Q1 earnings was met by an almost 10% decline in the share price. While the results ...

SUNNYVALE, Calif., May 07, 2024 (GLOBE NEWSWIRE) -- RSA Conference 2024 Jim Richberg, Head of Cyber Policy and Global Field CISO at Fortinet "At Fortinet, we have a long-standing commitment to being a role model in ethical and responsible product development and vulnerability disclosure. As part of this dedication, Fortinet has proactively aligned to international and industry best practices and upholds the highest security standards in every aspect of our business. We applaud CISA's continued call to the i ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Fortinet. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-34511 ______________________________________ FORTINET, INC. (Exact name of registrant as specified in its cha ...

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