Sep 05, 2023 / 10:05PM GMT
Gabriela Borges - Goldman Sachs Group, Inc., Research Division - Analyst
All right. I think we can go ahead and kick it off. Thank you for joining us in this afternoon at the Fortinet session. I'm Gabriela Borges. I lead the emerging software vertical here at Goldman, and I'm delighted to have the Fortinet team with me on stage. On my far right, Keith Jensen, CFO; and in the middle, John Maddison, Chief Marketing Officer and EVP of Product Strategy. Thank you, gentlemen, for being here. We appreciate it.
Keith F. Jensen - Fortinet, Inc. - CFO & CAO
Thank you.
John Maddison - Fortinet, Inc. - CMO & Executive VP of Product Strategy
Thank you.
Questions and Answers:
Gabriela Borges - Goldman Sachs Group, Inc., Research Division - AnalystSo John, I want to start on one of the themes that's consistently coming up, both in your conversations and in the broader industry, which is consolidation. And for the last decade, we've consistently heard that there is a trend