Ken Xie

“Companies were preparing for remote access, yeah? And that was the main use case for upgrading their infrastructure, buying firewalls, and then also adding on SASE functionality.”

“We are pleased with our Excellent third quarter result, driven by strong execution and broad-based demand. Building growth 29%, while total revenue increased 20%, lead by 37% growth in product revenue.”

“And thank you to everyone for joining our call. We are very pleased with our excellent second quarter result driven by our differentiated strategy and innovation, strong execution, and the broad-based demand.”

“And the question is, what drives the growth both of the secure networking as well as the new areas? uh like i mentioned the in the earnings uh we see the ai actually accelerate and we call the convergence of networking network security uh especially within the enterprise uh because uh ai definitely drive a lot of…”

“You can see during the COVID, we're the one gaining a lot of market share compared to all the other peers, right? So we feel this is an opportunity because we feel our operation model, our kind of a long-term investment has much more advantage than any other competitors.”