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CLAIM #67638 · Fortinet Inc (FTNT) · 2025Q4 earnings call · Feb 5, 2026 · due Mar 31, 2026

We plan to provide more details next month.

Ken Xie · CEO

CANNOT_DETERMINE
versus commitment · official band 5 percent
Committed
We plan to provide more details next month.
Reported
It is a hybrid approach: not 100% cloud or 100% edge; both have value.

In context

Ken Xie (Founder, Chairman and CEO): Yes, we are definitely seeing changes in the enterprise landscape. Some software may need to adapt to take advantage of AI or risk falling behind, which has led to AI influencing some software. On the flip side, we view cybersecurity as a significant opportunity due to the need to manage AI. In the enterprise environment, we observe strong demand for internal segmentation to control autonomous AI and prevent data leaks. Additionally, we recognize the substantial potential in AI data centers. We plan to provide more details next month. Based on presentations I’ve made at previous Accelerate events, I believe that edge computing will not surpass cloud and mobile solutions. I think AI solutions and immersive technology will transform traditional software infrastructure, which we've been preparing for over the last 5 to 10 years. We see this as an opportunity to leverage our capabilities and help enterprises secure AI.

Verify independently

SEC filings for FTNT · Claim quote is verbatim from the 2025Q4 earnings call.