Will FTNT's Heavy Infrastructure Build-Out Drive Next Phase of Growth?
Key Takeaways Fortinet spent 145M year over year.Management guides 430M in 2025 infrastructure investments.Revenue outlook raised to 6.82B, backed by cloud-first expansion.Fortinet (FTNT) is making bold bets on its future with heavy infrastructure investments, accelerating its transition toward a cloud- and service-first growth model. In the second quarter of 2025, infrastructure spending surged to 145 million year over year, underscor ...