Fortinet Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 03, 2026 / 07:05PM GMT

Transcript 10-K

Meta Marshall

Morgan Stanley - Analyst

All right. Welcome, everybody. Delighted to have you guys here. For disclosures, please see the Morgan Stanley research website at morganstanley.com/researchdisclosures. If you have any questions, reach out to your sales representative.

I'm Meta Marshall. I cover the cybersecurity space here at Morgan Stanley. Delighted to have Fortinet here with us today. Ken Xie, CEO, Founder, Fortinet; and Christiane Ohlgart, CFO.

Questions & Answers

Meta Marshall

Morgan Stanley - Analyst

So maybe I want to start with, Ken, you've -- Fortinet has long been referring to this convergence of networking and security. Now as the Fortinet story evolves, we're seeing kind of this consolidation of multiple security solutions. like SASE, SecOps and more. Just walk us through the evolution of Fortinet and the prevalence of kind of this combination of networking and security and just how that gives you the legs for kind of a broader platform going forward?

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