Fortinet started as the FortiGate firewall company and has steadily expanded into an integrated "Security Fabric" that aims to be a one-stop shop for corporate security. Their razor‑and‑blades approach—selling appliances then locking customers into subscriptions—has turned into reliable, margin-rich cash generation and management is pushing for faster revenue ahead. But the narrative is fraught: every renewal and upsell happens under the shadow of fierce rivals like Palo Alto and Cisco, and big IT budget swings could blunt demand. Is ($FTNT) a mature, defensive platform worth paying up for, or a high-quality business whose growth story is already largely priced in?


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