CLAIM #67647 · Fortinet Inc (FTNT) · 2025Q4 earnings call · Feb 5, 2026 · due Dec 31, 2026
“We see the new ASIC chip will come up this year, but we tend to announce together with the product.”
Ken Xie · CEO
In context
“Ken Xie (Founder, Chairman and CEO): We see the new ASIC chip will come up this year, but we tend to announce together with the product. But also, the new ASIC chip also takes some time to build into the product. That's where like the next month Accelerate is more focused on the FortiOS first. And the ASIC, we try not to guide exactly too early, to put it this way. But definitely, it's a good technology. We're improving the performance. We add more functions there. But we usually announce the product after we deliver instead of some competitors trying to announce ahead of time. So that's where we want to keep in the same way, same culture. Once we have the related product or we are very sure we can deliver to the customer partner, then we announce it.”
Verify independently
SEC filings for FTNT ↗ · Claim quote is verbatim from the 2025Q4 earnings call.