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CLAIM #67663 · Fortinet Inc (FTNT) · 2026Q1 earnings call · May 6, 2026 · due Dec 31, 2026

So the demand for our products is going to continue as AI data centers are going to be built out and as customers are deploying AI internally.

Christiane Ohlgart · CFO

PENDING
graded after results covering Dec 31, 2026 are reported

In context

Christiane Ohlgart (Chief Financial Officer): I think the situation in 2026 is a little bit different from COVID. The threat landscape is accelerating significantly. During COVID, there were some new requirements where companies needed to secure remote access and digitize their business a little bit more. Now it is about significantly more threats. So the demand for our products is going to continue as AI data centers are going to be built out and as customers are deploying AI internally. We see significant tailwinds for our business and for our products specifically.

Verify independently

SEC filings for FTNT · Claim quote is verbatim from the 2026Q1 earnings call.