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how large do you think is the addressable opportunity here? And who are you targeting?
Can you talk a little bit about how the channel incentives are moving towards kind of achieving your internal targets?
how much of SASE, SecOps growth is now -- are now driven by kind of first-time Fortinet customers versus sort of expansion from your existing installed base?
Just curious, what is driving strength out there? I mean I know Ken mentioned about the telco partnerships and tariff shaping demand for sovereign SASE
provide an update on, start with the incentives, which are tied to about telling SAPI tech ops, and how did incentives are impacting overall, kind of, proper metrics, deal conversion
as you're engaging with publishers, can you share early feedback around adoption towards soft top controls to block scraping, but also the evolution of a structured marketplace model here
can you help us unpack where there's more traction, what's currently driving in terms of use cases
how are you adjusting go to market as well across new logo and platform
Can you tell us a little bit about what kinds of attach rates are you seeing there? And if it's driven by flex, any sense of percentage of sort of wins which explicitly citing this Gen AI-related risk
are you guys maximizing upfront deal sizes versus more longer-term expansion? And how does it play into the NRR
can you talk about the traction we've seen with customers who are willing to opt out of the lengthy pack towards their whole stack
can you just help provide some more quantifiable color in terms of incremental ARR tied to GSI-led deals