Fortinet(FTNT) Seeking Alpha·2025-03-04 22:09Company Overview - Fortinet is represented by its Chairman, CEO, and Founder Ken Xie, along with CFO Keith Jensen at the Morgan Stanley Technology, Media & Telecom Conference [1]. Industry Insights - The discussion highlights the evolution of Fortinet's platform, emphasizing the convergence of networking and security, which has expanded to include concepts like SASE (Secure Access Service Edge) and security operations [2]. - Ken Xie notes that network security differs significantly from endpoint security, as it operates in the middle of the network to prevent malicious traffic, leading to a trend where companies are moving away from multiple devices to a single device solution [3]. - The need for a unified security solution is underscored, as new functions are continuously required to be integrated into network security systems, advocating for a single box with a single operating system to manage various functions [3].