FTNTFortinet, Inc.

“Beyond secure networking and SASE, AI is rapidly expanding opportunity in security operations, as AI-driven security operations billings grew 23%, supported by more than 20 AI-enabled solutions on our platform as customers consolidate vendors and simplify operations.”

“OT grew 70%. It is very strong growth, because OT really secures the bottom few layers of the AI five-layer cake, whether the energy level, infrastructure level, all leveraging OT security.”

“As AI drives strong demand for SASE and firewalls, secure networking billings grew 32%, outperforming the broader market.”

“we are the only cybersecurity company that builds our own ASIC chip from day one. That gives us much better performance and lower cost, both on computing power cost and energy cost, fitting data center internal segmentation well. None of our competitors can compete with us on performance and cost, including the two products we announced today. On average, on the top functions we use, we have about 3x to 5x better performance for the same cost and much lower energy.”

“many new physical AI or modern applications need edge-time computing decisions instead of going to the cloud, with the cloud more for management. OT shows strong growth—over 70%—with deployments in the field and real-time edge traffic management.”

“This included a number of AI-related deployments where customers invested in FortiGates to support increased throughput, segmentation, and security requirements across AI infrastructure.”

“What we hear from customers that are not building out their own AI infrastructure and are more on the AI use side, they are most concerned about traffic flows and shadow AI. A lot of our products can help them, and with FortiOS improvements and upgrades, there is a lot of interest in what our existing products can do and which additional products, like FortiAIGate, they can deploy to have more visibility, transparency, and monitoring of traffic flows.”

“I keep telling customers, you need to use AI to secure AI. It is interesting and definitely exposes a lot of vulnerabilities, and you have to react very quickly and leverage AI to react in operations. So for the long term, security operations, where we have over 20 products using AI and building AI, is really helping customers.”

“Fortinet, Inc. was selected for the initial phase of an AI data center project in the Middle East for a leading generative AI company. This win positions Fortinet, Inc. as a key security partner for next-generation AI data center infrastructure, which demands significant scale, performance, and architectural flexibility.”

“a cloud infrastructure provider focused on GPU compute for AI workloads selected Fortinet, Inc. to secure a new AI data center as part of its continued expansion. The customer chose our FortiGates to deliver high-performance perimeter protection, segmentation, and secure connectivity for a new production environment.”

“my comments around the customer wins were also about reference architectures and scalability. Most providers that are starting to build out data centers are creating their reference architecture to build out more as demand increases for their services. We are confident this creates a tailwind for us.”

“Both connect together. AI data centers combined with sovereign SASE and sovereign AI are driving growth together. It is interesting—it is the same FortiGate and FortiOS to do both AI security and SASE in a zero trust environment. They both drive growth together.”

“definitely AI is a tailwind to drive the growth. And for us, we also have invested in AI for, like, 15 years, with over 500 patents and a lot of internal usage and also building of the product.”

“We are working more closely with leading AI companies, whether handling vulnerabilities or helping automate a lot of operations for our customers. At the same time, we also build our own infrastructure, which has better security and more performance than some third-party infrastructure. We feel we do better than most. We are also developing new technology, using AI to secure AI.”

“these results reflect both strong execution in the quarter and durable demand drivers that continue to shape customer priorities as customers invest in and upgrade their network security solutions to defend against sophisticated attacks that are growing in both speed and complexity due to the availability of AI tools.”

“AI-generated traffic generates a lot of additional east-west traffic, and all the servers or even different departments need additional security for internal segmentation. We see strong demand not just in data centers but also for internal segmentation to get better manageability and visibility for AI traffic.”

“AI accelerates the convergence of our network and our security. Like I mentioned months ago in the forum, this accelerates, which is why a lot of companies need to upgrade their internal network, their servers, data centers, all these things.”

“the demand for our products is going to continue as AI data centers are going to be built out and as customers are deploying AI internally. We see significant tailwinds for our business and for our products specifically.”

“AI is expanding the attack surface and increasing performance requirements, which is driving higher and more durable security spend across networking, SASE, and security operations.”

“As AI rapidly expands the attack surface, customers are prioritizing integrated platforms that share telemetry and reduce operational complexity, accelerating vendor consolidation.”

“AI data center buildout is still in a very early stage, and once applications start leveraging AI, that will be a long-term growth driver.”

“rising customer investments and demand to secure AI infrastructure as traffic, segmentation, and performance requirements increase”

“FortiSASE is one of our strong growth areas, including AI-related.”

“customers scale AI-driven traffic inspection”