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5 billion on your balance sheet. You guys focus predominantly on those tuck in acquisitions
If we think about one or two legacy same incumbents that you are most frequently displacing, who would those be
what drove the strength this quarter? But probably more so, what provides you with the confidence in this strong guidance?
what drove the strength or the change that you've seen during the quarter, specifically the Unified SASE billings and the strong guide? What gives you confidence into 2026?
what are your views on AI [ eating ] software, specifically as it relates to cybersecurity?
If you guys can unpack it for us a little bit -- how would you characterize probably the SD-WAN being a little bigger than the SASE contribution?
Maybe a little bit of a long-term view of kind of already touching on the fiscal '27 cohort of products that will be refreshed
one of the questions we are constantly receiving from investors is whether sales of FortiSASE potentially cannibalize the core appliance business
When we unpack those transactions, and I know they could differ from one another, are they representative of the entire Fortinet platform stack?
Do you see that being sustained into 2025 given some of your prior investments? What are the plans specifically as it relates to US sales operations?
partners increased to 30% of revenue this quarter. What is driving this increase
Could you provide more color on expectations to continue to grow capacity relative to productivity
Specifically, Matthew, I wanted to ask about NET Dollar. We have received many questions about this product. It could become a meaningful long-term growth driver. How should we think about the regu...
you mentioned tariffs as potentially being the final straw for some of the final holdouts. We're still using boxes
These wars, are these with privates? Are these with some other players out there
From where you sit, would you rank them as Palo Alto's probably better acquisitions over the course of the past four or five years
I'm interested in your views on the curator and overall IBM partnership
What are the two or three reasons that attracted you specifically to this asset over the others? Is it technology? Market reach, clients, revenue scope?