Fortinet Inc at JPMorgan Global Technology, Media and Communications Conference Transcript
Amazing. Good afternoon, everyone. Thank you for joining us. So my name is Brian Essex. I cover Midcap Large cap software for JPMorgan.
And today, we're excited to have Fortinet with us on stage. We have Christiane Ohlgart, the CFO; and Robert May, who is EVP of Product and Technology Management.
Yeah.
Questions & Answers
So thank you both for joining us. We really appreciate it. So maybe I want to kind of start with one of the most popular questions I got after earnings because you guys spent a lot of time talking about AI. You flagged a couple of large deals for AI data centers.
Can you help us understand how large that business is? And what kind of inbound traffic you're getting for that AI data center type business?
Let me start
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
