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

Fortinet Inc at Goldman Sachs Communacopia & Technology Conference Transcript

Fortinet Inc at Goldman Sachs Communacopia & Technology Conference Transcript - Thomson StreetEvents
Fortinet Inc at Goldman Sachs Communacopia & Technology Conference Transcript
Published Sep 11, 2025
11 pages (6860 words) — Published Sep 11, 2025
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Abstract:

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

  
Brief Excerpt:

...Unidentified Participant All right, good morning. We will go ahead and kick it off. I am delighted to have on stage with me Ken Xie, founder and CEO of Fortinet; and Christiane Ohlgart, CFO. Thank you so much for joining us day four of the Goldman conference. So Ken, there's been so much discussion this week around the next phase of CapEx buildouts for AI, and I remember back in 2015, 2016 we were talking about the cloud buildout with the data centers from Hyperscalers and the role that network security would play in that. So I want to bring the conversation into today. When as investors we hear about the CapEx pill that's happening for AI today, how do you think about where network security fits when we hear about Oracle and Microsoft building out these big data centers either for training or for inference?...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
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 Transcript" Sep 11, 2025. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Fortinet-Inc-at-Goldman-Sachs-Communacopia-Technology-Conference-T16475231>
  
APA:
Thomson StreetEvents. (2025). Fortinet Inc at Goldman Sachs Communacopia & Technology Conference Transcript 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-T16475231>
  
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