Fortinet Inc at Goldman Sachs Communacopia & Technology Conference Summary - Thomson StreetEvents

Fortinet Inc at Goldman Sachs Communacopia & Technology Conference Summary

Fortinet Inc at Goldman Sachs Communacopia & Technology Conference Summary - Thomson StreetEvents
Fortinet Inc at Goldman Sachs Communacopia & Technology Conference Summary
Published Sep 11, 2025
11 pages (6720 words) — Published Sep 11, 2025
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Abstract:

Edited Brief of FTNT.OQ presentation 11-Sep-25 4:30pm GMT

  
Brief Excerpt:

...I think AI-related we put in three different categories. We call the AI assist, which we have probably a dozen products right now using AI assist, the FortiManager, FortiAnalyzer, for the same tool to watch. Customers pay 20 to 25% more, they can get all the AI helping automate all this management tool. We call the AI-driven Secure Operations, which is about 11% of our business last quarter, grew like 35%. The other part we call the AI Protect, helping the secure operation automate all this kind of signature, all these new tech, and that's where we -- we're doing that for actually 15 years now. And then there's also what we call the AI Secure AI it's protected AI infrastructure like all this kind of data center. So we do work with both the AI companies and also some of the infrastructure companies trying to protect the AI, whether from some kind of gen AI or some kind of data leakage or some other part. And that's also where we see some good potential because we feel we have the technology....

  
Report Type:

Brief

Source:
Company:
Fortinet Inc
Ticker
FTNT.OQ
Time
4:30pm GMT
Format:
PDF Adobe Acrobat
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Cite this Report

  
MLA:
Thomson StreetEvents. "Fortinet Inc at Goldman Sachs Communacopia & Technology Conference Summary" Sep 11, 2025. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Fortinet-Inc-at-Goldman-Sachs-Communacopia-Technology-Conference-B16475231>
  
APA:
Thomson StreetEvents. (2025). Fortinet Inc at Goldman Sachs Communacopia & Technology Conference Summary Sep 11, 2025. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Fortinet-Inc-at-Goldman-Sachs-Communacopia-Technology-Conference-B16475231>
  
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