“But long-term will be more profit model, so we have better margin, so we will take some time to make sure we build a healthy ecosystem, both with our partner and also with the investment for long-term benefit.”

In context

“Ken Xie (Founder, Chairman and CEO): Yes. First of all, SASE kind of a vision is a little bit different than some of the competitors. We do believe it needs to be universal, need to be more broadly deployed and also more leveraged by a lot of service provider infrastructure. It's kind of a hybrid environment instead of a cloud-only SASE solution. And we do keep expanding some of our paths because there's definitely some user like whether depending on working from home as a mother or SASE to secure some of their traffic here. But on the other side, there's a huge base of customers need to use SASE, our kind of service model, leverage both service provider out their current infrastructure and even onsite appliance. And so that's where in certain point we also see our FortiSwitch and FortiAP kind of have an agent to help process all this SASE traffic. So that's the reason we kind of put SASE in a single OS, both on the networking side of function and like brand strategy and other plus security like CASB, DLP, and service. So that's where we have a more integrated, more broadly distributed and leverage whatever the hyper infrastructure size solution there. That's also the reason we continue to build some other PoP. It's a little bit different than some others who leverage certain cloud provider because we do see the cloud provider potentially can also be the service provider to offer SASE and also from the point of view even having a little bit more investment from the beginning to build on PoP ourselves. But long-term will be more profit model, so we have better margin, so we will take some time to make sure we build a healthy ecosystem, both with our partner and also with the investment for long-term benefit.”