CLAIM #67492 · Fortinet Inc (FTNT) · 2024Q2 earnings call · Aug 6, 2024 · due Aug 6, 2025
“Again, I think the inventory part of that is I think we've worked our way back to a more normalized state. So I think that is our business model going forward.”
Keith Jensen · CFO
In context
“Keith Jensen (CFO): Yes. Again, I think the inventory part of that is I think we've worked our way back to a more normalized state. So I think that is our business model going forward. There can always be something that changes but I don't see us anticipating something in the gross margin line and that is by far and away the biggest opportunity there. I think it also says that we clearly have the opportunity to invest more in go-to-market than we did in the first half of this year. And I think we've factored in some of that investment ideas in our forecast and our guidance.”
Verify independently
SEC filings for FTNT ↗ · Claim quote is verbatim from the 2024Q2 earnings call.