Core Insights - Fortinet reported strong performance in Q3 2025, driven by technological innovation and customer-centric service, with widespread adoption of its solutions across various enterprise sizes [1] - The company highlighted its leadership in next-generation firewalls and SD-WAN, as well as the rapid growth of its FortiSASE product in the global secure access service edge market [1] Financial Summary - Revenue reached $1.72 billion, a 14% increase year-over-year [1] - Product revenue was $559.3 million, up 18% compared to the same period last year [1] - Billings amounted to $1.81 billion, reflecting a 14% year-over-year growth [1] - Q3 GAAP operating margin hit a record high of 32% [1] - Non-GAAP operating margin also set a record at 37% [1] Recent Business Highlights - FortiSASE achieved a remarkable 100% year-over-year growth in billings, attributed to its innovative "zero-friction migration" technology [2] - The company launched the industry's first secure AI data center solution, which supports high-capacity data transfer and reduces energy consumption by 69% compared to similar solutions [2] - Fortinet has invested heavily in AI research and development, with over 500 AI patents granted or applied for, enhancing its portfolio of over 20 AI solutions [2]

美股芯片股强势上涨推动下，美股芯片股基准指数、被视为"全球芯片股风向标"的费城证券交易所半导 体指数周二再度收涨0.3%，录得连续九个交易日上涨，创下自2017年以来持续时间最长的连涨。 借此东风，更多人工智能（AI）相关企业竞相谋求首次公开募股（IPO），甚至调高了上市目标价。 费城半导体指数创8年最长连涨 AI云基础设施公司Boost Run同意通过与SPAC公司Willow Lane Acquisition Corp合并在纳斯达克上市。 该交易对Boost Run 的估值为6.14亿美元。上市后，在股东赎回前，预计该SPAC信托账户可为公司提供 超过1.12亿美元的现金收益，以加速增长，扩展到新的数据中心，并继续软件开发。 Boost Run是越来越多的云基础架构提供商之一，根据其官网介绍，为客户提供使用数据中心设施中托 管的英伟达图形处理单元的服务器，这些服务器支持高性能培训和推理。除了英伟达，其供应商、合作 伙伴和分销渠道还包括联想、Tierpoint和Carahsoft。 Boost Run首席执行官卡罗斯（Andy Karos）表示："对计算的需求正在从依赖少数主要提供商转向支持 提供安全、可扩 ...