Notes: Fortinet - Striving For SASE Success
Summary
* Fortinet impressed investors with its 3Q24 performance and updated FY24 guidance, and set an optimistic tone for the upcoming Investor Day on the 18th November.
* Key growth drivers include Unified SASE and Security Operations, with significant contributions from cross-selling within the Secure Networking installed base.
* Upcoming product refresh cycle in 2025/26 could drive a substantial turnaround in product growth.
* Fortinet's strategic acquisitions and focus on data-centric