“As Ken highlighted, we have a lot of competitive advantages where we feel we can grow faster than the market and faster than each of the three pillars that we focus on, as we did throughout 2025.”

In context

“John Whittle (COO): I would just say, obviously, the sub-security market is growing really nicely. As Ken highlighted, we have a lot of competitive advantages where we feel we can grow faster than the market and faster than each of the three pillars that we focus on, as we did throughout 2025. We see a lot of different growth drivers amongst the three pillars, the OT momentum. We see opportunities with AI and quantum. And when you look at our business, it's really diversified in several ways, geographically based on customer segments and also industry verticals. And then if you look at our solution sets as well, they are diversified amongst the three pillars that we focus on. And when we focus, we have a track record of doing really, really well. If you look at what we did at SD-WAN, we focused and did really, really well, starting around 2018 or so and really grew that business. And we're really focused on Unified SASE in these other areas as well and expect to do well just like we've done in the past.”