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
John Whittle – Chief Operating Officer

Conference Call Participants

Shaul Eyal – TD Cowen, Research Division
Saket Kalia – Barclays Bank PLC, Research Division
Gray Powell – BTIG, LLC, Research Division
Robbie Owens – Piper Sandler & Co., Research Division
Meta Marshall – Morgan Stanley, Research Division
Adam Borg – Stifel, Nicolaus & Company, Incorporated, Research Division
Joseph Gallo – Jefferies LLC, Research Division
Gabriela Borges – Goldman Sachs Group, Inc., Research Division
Fatima Boolani – Citigroup Inc., Research Division
Junaid Siddiqui – Truist Securities, Inc., Research Division
Adam Tindle – Raymond James & Associates, Inc., Research Division
Patrick Edwin Colville – Scotiabank Global Banking and Markets, Research Division

Presentation

Operator

Hello, and welcome to Fortinet’s Third Quarter 2026 Earnings Conference Call. [Operator Instructions] Please be advised that this call is being recorded.

I would now like to hand the call over to Anthony Luscri, Vice President of Investor Relations. Please go ahead.

Anthony Luscri
Vice President of Investor Relations

Thank you. Good afternoon, and thank you for joining us on today’s conference call to discuss Fortinet’s third quarter 2026 financial results. Joining me on today’s call are Ken Xie, Fortinet’s Founder, Chairman and CEO; Christiane Ohlgart, our CFO; and John Whittle, our COO. Ken will begin our call today by providing a high-level perspective on our business. Christiane will then review our financial results for the third quarter of 2026 before providing guidance for the fourth quarter and updating the full year. We will then open the call for questions. During the Q&A session, we ask that you please limit yourself to one question and one follow-up question to allow others to participate.

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