国内网络安全领域"大咖"云集，一批重量级科技成果发布 "安全+数智，AI赢未来" C3安全大会在宁举行 南报网讯（通讯员 马莉 记者 于洁尘） 5月24日，2025年C3安全大会在宁举行，会议以"安全+数智、AI 赢未来"为主题，2000余名跨行业群英到会共探数智安全新范式，为国家赢得全球科技竞争主动权保 驾，为千行百业的高质量发展护航。 C3安全大会是中国网络安全领域的重要行业会议之一，至今已连续3年在南京举办。本届大会由C3安全 大会组委会主办，中国网络空间安全协会和亚信安全等机构共同承办，围绕人工智能时代的安全进化路 径，会议设置了一场主论坛、5场技术与行业分论坛、一场"C3技术之夜"特别活动、一个展现创新技术 成果的数智展区。 "高规格"会议引来"大咖"云集，中国信息通信研究院副院长、网络安全卓越验证示范中心名誉主任魏 亮，HydroX AI创始人、CEO李濯，南京企业亚信安全高级副总裁、CDO吴湘宁，美的集团首席信息安 全官兼软件工程院院长、欧洲科学院院士、ACM杰出科学家刘向阳，亚信科技首席技术官、高级副总 裁、IEEE Fellow欧阳晔等业内专家均发表了专题演讲。TCL科技集团数字化转型部、深 ...

Group 1 - The core viewpoint of the articles highlights the rapid growth of the SASE (Secure Access Service Edge) market in China, with a year-on-year increase of 37.8%, reaching a market size of approximately 1.14 billion yuan in 2024 [2] - South Ling Technology (南凌科技) ranks fourth in the Chinese SASE market, indicating its strong position among competitors such as Sangfor, Volcano Engine, Huawei, and China Telecom [2] - By 2026, it is predicted that 60% of global enterprises will enhance edge security through the deployment of SD-WAN and security capabilities in an "as-a-service" model, reflecting a significant trend towards integrated solutions [1][2] Group 2 - South Ling Technology plans to focus on domestic markets while also expanding internationally, aiming to build a robust SASE service network globally [2] - The company intends to leverage its brand and proprietary products to collaborate with international partners, facilitating the "going out" of Chinese enterprises and the "coming in" of foreign businesses [2] - In 2024, South Ling Technology is integrating AI models like Zhipu and Tongyi Qianwen into its operations for data processing and customer service, showcasing its commitment to innovation and technology advancement [3]

Core Insights - Fortinet (FTNT) and Cisco Systems (CSCO) are significant players in the network security market, with Fortinet focusing solely on security and Cisco integrating security with broader networking solutions [1][2] Market Overview - The network security market is projected to grow from $24.95 billion in 2025 to $42.93 billion by 2030, reflecting a CAGR of 11.47% during the forecast period [2] Fortinet's Performance - Fortinet has shown strong momentum in network security, maintaining its position as the leading firewall vendor globally and achieving double-digit growth in FortiGate hardware revenues [3][4] - The unified Secure Access Service Edge (SASE) platform has been a key growth driver, with 18% year-over-year growth in SASE billings and a 73% penetration rate in large enterprise SD-WAN [4][6] - The launch of the FortiGate 700G series has enhanced Fortinet's competitive edge, delivering 5x to 10x performance over competitors [5] - Fortinet's sovereign SASE solution is gaining traction in regulated sectors, ensuring compliance while maintaining performance [6] Cisco's Performance - Cisco's network security business reported strong results, with security orders rising in the high double digits year over year, driven by product innovation and customer demand [7] - The company added over 370 new customers, benefiting from partnerships that enhance its AI-ready secure infrastructure [8] - Despite strong performance, Cisco faces challenges with historical growth comparisons and uncertainties related to tariffs and macroeconomic conditions [9] Stock Performance and Valuation - Year-to-date, FTNT shares have returned 10.2%, outperforming CSCO's 7.7% gain and the sector's decline of 1.5% [10] - FTNT's forward 12-month P/S ratio is 11.16X, significantly higher than CSCO's 4.38X, reflecting investor confidence in FTNT's growth potential [13] - The Zacks Consensus Estimate for FTNT's 2025 earnings is $2.47 per share, indicating a 4.22% year-over-year increase, while CSCO's estimate is $3.73 per share, showing no change year over year [16][17] Investment Outlook - Fortinet presents a stronger investment opportunity with consistent double-digit revenue growth and expanding SASE adoption [19] - Cisco, while promising, faces delayed revenue realization and macro uncertainties, making its near-term outlook less compelling compared to Fortinet [20]

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担 全部责任。邮箱：news_center@staff.hexun.com 36氪获悉，专注推动网络与安全融合的全球性综合网络安全解决方案供应商Fortinet于近日公布2025年 第一季度财报。财报显示，第一季度营收15.4亿美元，同比增长13.8%；GAAP营业利润4.538亿美元； GAAP净利润4.334亿美元，非GAAP净利润4.523亿美元。 • 营收 15.4 亿美元，较去年同期增长 13.8% • 服务收入 10.8 亿美元，较去年同期增长 14.4% • 产品收入 4.591 亿美元，较去年同期增长 12.3%。 • 账单收入 16 亿美元，较去年同期增长 13.5%。 • GAAP 营业利润 4.538 亿美元 • GAAP 营业利润率 29.5% • GAAP 净利润 4.334 亿美元 • GAAP 每股摊薄净收益 0.56 美元 • 非 GAAP 营业利润 5.262 亿美元 • 非 GAAP 营业利润率 ...

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Financial Data and Key Metrics Changes - The company reported first quarter revenue of $66.1 million, reflecting a 9% year-over-year increase [12] - Gross margin for the quarter was 80.9%, consistent with the target range of 80% to 82% [16] - Non-GAAP net income for the quarter was $15 million, or $0.20 per diluted share, compared to $12.7 million, or $0.17 per diluted share in the same quarter last year [16] - Cash from operations generated during the quarter was $15.2 million, normalizing in line with historical patterns [17] Business Line Data and Key Metrics Changes - Enterprise revenue grew by 18% year-over-year, while service provider revenue increased by 3% [5][12] - On a trailing twelve-month basis, enterprise revenue increased by 12%, indicating a solid foundation for future growth [6] - Product revenue constituted 54% of total revenue, while services revenue made up 46% [13] Market Data and Key Metrics Changes - North America showed relatively strong performance, while Asia Pacific results were impacted by a strong Q1 last year due to large infrastructure projects in Japan [13] - Overall market conditions have improved and stabilized, with service provider customer growth driven by demand for greater data center capacity [7][11] Company Strategy and Development Direction - The company is focusing on expanding its presence and capabilities with enterprise customers, particularly through the acquisition of ThreatX Protect to enhance its cybersecurity portfolio [8][9] - The rise of AI is driving demand in the enterprise segment, reinforcing the strategic position of the company [10] - The company aims to maintain a strong balance sheet while navigating market volatility and returning capital to shareholders [11][19] Management's Comments on Operating Environment and Future Outlook - Management noted that while there may be delays in order timing due to market conditions, these are expected to be temporary [6] - The company is comfortable with expectations of high single-digit revenue growth for the year, pending macroeconomic conditions [35] - Management emphasized the importance of aligning with AI trends and maintaining a competitive edge in the market [21] Other Important Information - Total deferred revenue increased by 8% to $152.7 million, indicating greater visibility into future revenues [14] - The company has authorized a new $75 million share repurchase program, following nearly exhausting the previous authorization [19] Q&A Session Summary Question: Impact of tariffs on customer conversations - Management indicated that there is caution among customers regarding macroeconomic conditions, but spending patterns are not completely frozen [27][29] Question: Visibility on large customer initiatives for AI data centers - Management noted reasonable visibility into large AI build-outs, with companies modulating their plans based on financials [30][31] Question: Anticipation of high single-digit revenue growth - Management expressed comfort with the expectation of high single-digit revenue growth, pending macroeconomic shifts [35] Question: Competitive landscape in data center capacity - Management stated that the competitive dynamic remains consistent, with partnerships evolving as service providers build AI data centers [36] Question: Growth dynamics in enterprise revenue - Management clarified that the growth in enterprise revenue is reflective of a soft Q1 last year, with multiple customers contributing to the increase [41] Question: Caution among service provider customers - Management indicated that caution is broad-based among service providers, although some are more aggressive in their spending [42][43] Question: Sales and marketing expenses - Management explained that the decrease in sales and marketing expenses is part of cost management to maintain EBITDA margins while investing in R&D [44] Question: Full year EBITDA target - Management remains confident in achieving the target EBITDA margin of 26% to 28% despite potential fluctuations in input costs [49][50] Question: Diversification of contract manufacturing partners - Management is actively working on building a more resilient and flexible global footprint for manufacturing [51][52] Question: Exchange rate impacts - Management acknowledged that exchange rate fluctuations could pose revenue risks, but project timelines are primarily driven by customer needs [55]

Q1 2025 Financial Results & Commentary May 1, 2025 Cautionary Statements & Disclosures This presentation and the accompanying oral presentation contain "forward-looking" statements that are based on our management's beliefs and assumptions, including statements regarding our quarterly dividend payments and stock repurchase program, strategy, positioning, demand, U.S. trade policies and the impact thereof, growth rate, margin profile, profitability and return of capital. Forward-looking statements are subjec ...

● 本报记者 王婧涵 从通用大模型到智能体，人工智能技术的升级一直是市场关注焦点。从2024年年报看，人工智能产业链 公司业绩大幅增长，应用场景不断落地赋能千行百业，为上市公司提供新发展动能。 AI赋能千行百业 作为未来社会的发展基础，人工智能对传统行业及新兴行业均产生显著影响。不少上市公司通过人工智 能技术赋能生产经营，或是围绕人工智能应用场景开拓新的业务，打造企业第二增长曲线，实现了高质 量发展并提升公司业绩。 在视源股份"未来一节课"体验区，记者体验了人工智能辅助自动生成课件、教案；智能反馈课堂情况、 智能分析学生学情等丰富的教育教学产品。 2024年，视源股份总收入同比提升11.05%，公司围绕视觉、听觉、触觉及数据四大方向推进以人工智 能为核心的技术布局，落地人工智能+教育、人工智能+办公等应用场景，在智能控制部件和智能终端 及应用上实现业绩增长。 视源股份未来教育集团（希沃）副总裁魏振水表示，数智化赋能课堂教学是时代要求，对重构新型教学 关系有重要意义，公司希沃品牌将秉持数智化教育使命，扎根校园、深入校园，通过人工智能和数智化 技术为消除教育行业的数字鸿沟尽一份力。 不仅教育行业，消费、能源、交通 ...

Core Viewpoint - Companies with favorable efficiency levels are more likely to attract investors due to their expected impressive returns, which are believed to be positively correlated with price performance [1] Efficiency Ratios - The efficiency ratio is a key indicator of a company's financial health, analyzing how effectively a company utilizes its assets and liabilities [1] - Popular efficiency ratios to consider when selecting stocks include Receivables Turnover, Asset Utilization, Inventory Turnover, and Operating Margin [2][3][4][5] Receivables Turnover - This ratio measures a company's ability to extend credit and collect debts, with a high ratio indicating effective collection of accounts receivable [2] Asset Utilization - This ratio indicates how well a company converts its assets into sales, with higher values suggesting greater efficiency [3] Inventory Turnover - This ratio assesses a company's ability to manage inventory relative to its cost of goods sold, with high values indicating efficient inventory management [4] Operating Margin - This measure reflects a company's ability to control operating expenses, with higher values indicating better expense management compared to peers [5] Screening Criteria - A favorable Zacks Rank (Zacks Rank 1) is included in the screening process to enhance profitability [6] - The screening criteria narrowed down over 7,906 stocks to eight, focusing on companies with efficiency ratios above industry averages [7] Selected Stocks - The top five stocks identified through the screening process include: - **Allot (ALLT)**: Provider of network intelligence and security solutions, with an average four-quarter positive earnings surprise of 106.7% [8] - **Companhia de Saneamento Básico do Estado de São Paulo - SABESP (SBS)**: Provides public water and sewage services, with an average four-quarter positive earnings surprise of 30.8% [10] - **Lindsay (LNN)**: Offers water management and road infrastructure products, with an average four-quarter positive earnings surprise of 17.9% [11] - **Equity Bancshares (EQBK)**: A bank holding company providing financial services, with an average four-quarter positive earnings surprise of 17.3% [12] - **Griffon (GFF)**: Engaged in manufacturing consumer and professional products, with an average four-quarter positive earnings surprise of 14.7% [13]

Investors might want to bet on Fortinet (FTNT) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Since a changing earnings pic ...