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No fire sale for firewalls as memory shortages could push prices higher

In SEC filings, Fortinet and Palo Alto show shrinking product margins taking hold. PCs and datacenters aren't the only ...

Fortinet, Check Point could face headwinds as DRAM prices impact buildouts of firewalls: Wedbush

Wedbush (IVES) said dynamic random access memory, or DRAM, pricing is impacting buildouts of firewalls, and the companies ...
CRN

Fortinet, Check Point CEOs Spar Over Firewall Performance

‘We have a unique advantage with our own ASIC chip, which helps provide a high-speed, low-cost network security solution,’ says Fortinet Founder and CEO Ken Xie. Fortinet CEO Ken Xie fired back on ...

Fortinet: The Market Is Missing Its Service Transformation

Fortinet is guiding for accelerated service revenue in late 2026, driving growth and margins higher. Learn why FTNT stock is ...
CRN

The Firewall Evolution: Fortinet CEO Says Security Vendor Prepping For The Fourth Generation Of Firewall Market

The firewall market has changed drastically over the past 10 years, and now it's ready for the next evolution. Fortinet CEO Ken Xie said he has watched the market evolve from when he started NetScreen ...

Thousands of firewalls at risk as legacy flaw in Fortinet faces renewed threat

Researchers warn that thousands of Fortinet instances are at risk of exploitation after the company disclosed that a legacy ...
Seeking Alpha

Fortinet emerges as 'top pick' as firewall refresh nears: Morgan Stanley

Fortinet (NASDAQ:FTNT) and other network security stocks are drawing bullish attention heading into 2025 due to a strong firewall refresh, high software attach rates and improving margins, according ...
SDxCentral

Palo Alto Networks, Fortinet, Check Point Lead Gartner’s Firewall Magic Quadrant

“It becomes very important to have complete or comprehensive zero trust across the enterprise,” Palo Alto Networks CPO Lee Klarich said. Gartner crowned Palo Alto Networks, Fortinet, and Check Point ...