Fortinet Inc at Nasdaq London Investor Conference Transcript

Dec 10, 2025 / 09:30AM GMT
Meta Marshall
Morgan Stanley - Analyst

Well, we'll let a few less people kind of shuffle in, but we'll get started. I'm Meta Marshall. I cover Cyber Security and Networking here at Morgan Stanley. We are delighted to have Fortinet here with us today.

For any research disclosures, see morganstanley.com/researchdisclosures. Christiane Ohlgart, CFO of Fortinet, and Robert May, EVP of Technology and Product Management, delighted to have you guys here with us today.

Maybe to kind of start off, how would you frame where Fortinet is today in the transition from being seen primarily as kind of a firewall hardware company to being recognized for the broader security platform kind of across secure networking, SASE and SecOps?

Maybe Robert, you want to start with that?

Robert May
Fortinet Inc - Executive Vice President

Yeah, sure, well I think one of the reasons we're seeing as obviously that today or historically is because of the high performance and really the focus in that area over the last 25 years I mean we've followed the same

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