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Home » Fortinet, Inc. (FTNT) Discusses Cybersecurity Vision, AI-Driven Convergence, and Operating System Innovations at Investor Briefing Transcript
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Fortinet, Inc. (FTNT) Discusses Cybersecurity Vision, AI-Driven Convergence, and Operating System Innovations at Investor Briefing Transcript

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Fortinet, Inc. (FTNT) Discusses Cybersecurity Vision, AI-Driven Convergence, and Operating System Innovations at Investor Briefing Transcript
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Fortinet, Inc. (FTNT) Discusses Cybersecurity Vision, AI-Driven Convergence, and Operating System Innovations at Investor Briefing March 10, 2026 6:00 PM EDT

Company Participants

Anthony Luscri – Vice President of Investor Relations
Ken Xie – Co-Founder, Chairman & CEO
Christiane Ohlgart – Chief Accounting Officer, CFO and Principal Financial & Accounting Officer
Robert May – Executive Vice President of Technology & Product Management
Pedro Paixao
Trevor Pagliara – Executive Vice President of US Sales
John Whittle – Chief Operating Officer
Joe Sarno – Executive Vice President of International Sales

Conference Call Participants

Saket Kalia – Barclays Bank PLC, Research Division
Gray Powell – BTIG, LLC, Research Division
Fatima Boolani – Citigroup Inc., Research Division
Brian Essex – JPMorgan Chase & Co, Research Division
Maxime Gamperl – Goldman Sachs Group, Inc., Research Division
Joshua Tilton – Wolfe Research, LLC
Junaid Siddiqui – Truist Securities, Inc., Research Division
Meta Marshall – Morgan Stanley, Research Division
Joseph Gallo – Jefferies LLC, Research Division
Catharine Trebnick – Rosenblatt Securities Inc., Research Division
Keith Bachman – BMO Capital Markets Equity Research
Madeline Brooks – BofA Securities, Research Division
Roger Boyd – UBS Investment Bank, Research Division
Ittai Kidron – Oppenheimer & Co. Inc., Research Division
Eric Heath – KeyBanc Capital Markets Inc., Research Division
Patrick Edwin Colville – Scotiabank Global Banking and Markets, Research Division
Shrenik Kothari – Robert W. Baird & Co. Incorporated, Research Division
Alexa Rocha – Guggenheim Securities, LLC, Research Division

Presentation

Anthony Luscri
Vice President of Investor Relations

All right. Good afternoon, everyone. Thank you for joining us today. My name is Anthony Luscri. I’m the Vice President of Investor Relations at Fortinet. It’s my pleasure to welcome you here at Accelerate 2026 in our investor briefing session today. You’ll hear about Fortinet’s vision for cybersecurity and how our strategic positioning drives sustained, durable and profitable growth.

Before we begin, I’d like to remind everyone that we will be making forward-looking statements during today’s presentation. These forward-looking

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