FTNT
Software - Infrastructure · Technology
Analyst
Scotiabank
Equibles does not estimate personal net worth.
Patrick Colville is recorded as Analyst at Scotiabank. Patrick Colville has spoken on 21 earnings calls across 13 companies, most recently for Fortinet, Inc. on October 28, 2026. Those appearances were for Fortinet, Inc. (FTNT), SailPoint, Inc. (SAIL), SentinelOne, Inc. (S), Cloudflare, Inc. (NET), Akamai Technologies Inc (AKAM) and 8 other companies. The companies whose calls Patrick Colville spoke on are classified in the Technology sector.
“So, I guess I just want to tie some of the pieces together from the last hour. The points you made are that enlarged new customers in 3Q service agreements per hour turn on them slowly than you'd expect to be guided three months ago.”
“There's been a lot of noise about this advanced AI preparedness. You guys talked both extensively about this in your prepared remarks.”
“I guess this one for both george and burke please um you talked about the frontier lab eight figure deal um with this customer protecting their rapidly expanding data center infrastructure um i mean any more question any more details you can share on this specific eight figure deal and then to zoom out the aperture a…”
“I guess, look, as I've got the last question, I might ask a two-parter, please. Matthew, can I ask you? I mean, it's clear that the Cloudflare engine is humming with multiple cylinders firing.”
Scotiabank
Analyst
Source not stated
FTNT
Software - Infrastructure · Technology
SAIL
Software - Infrastructure · Technology
Software - Infrastructure · Technology
NET
Software - Infrastructure · Technology
Software - Infrastructure · Technology
OKTA
Software - Infrastructure · Technology
SNOW
Software - Application · Technology
RPD
Software - Infrastructure · Technology
Software - Infrastructure · Technology
Software - Infrastructure · Technology
QLYS
Software - Infrastructure · Technology
Software - Infrastructure · Technology