Fortinet, Inc. · NASDAQ:FTNT
Fortinet — Q2 2020 Earnings Presentation
31 slides from Fortinet's earnings presentation, 2020
Slide 1: Managed SD-WAN Services With Fortinet
Managed SD-WAN Services With Fortinet Satish Madiraju Director, Products & Solutions 1
Slide 2: Fortinet Security Fabric Enables Digital Innovation
Fortinet Security Fabric Enables Digital Innovation Protecting every edge in the infrastructure Security-driven Dynamic Cloud AI-enabled Security Zero Trust Networking Security Operations Network Access Secure and accelerate Secure and control cloud Automatically prevent, Identify and secure users t
Slide 3: Problems Keeping CIOs Up at Night
Problems Keeping CIOs Up at Night Rapid cloud adoption Complex operations Poor Application Experience By 2022, public cloud services Product sprawl at the WAN 58% of organizations are will be essential for 90% of edge continues to increase concerned about the poor business innovation and IT has with
Slide 4: Fortinet Secure SD-WAN—Security-driven Networking
Fortinet Secure SD-WAN—Security-driven Networking Fabric Management Virtual Centralized Management and Analytics Appliance Machine Hosted Center Advanced SD-WAN NGFW WAN SD-Branch Routing Optimization FortiOS Virtual FortiGate SPU Appliance Purpose-built ASIC Machine 4
Slide 5: Managed SD-WAN opportunity is Big!
Managed SD-WAN opportunity is Big! Global SD-WAN Managed Services to grow at a 76% CAGR to $5.7B by 2023 Gartner report, “Forecast: Enterprise Networking Connectivity Growth Trends, Worldwide, 2018-2023, 2019 Update,” published on October 4, 2019 5
Slide 6: Different approaches to SD-WAN adoption…
Different approaches to SD-WAN adoption… DIY SD-WAN Self-Service with SP Managed Service Provider Managed options SP manage and support Network services platform Service Provider manages Enterprise owns and manages the end-to-end the end-to-end network network and service platform Enterprise maintai
Slide 7: Managed SD-WAN Services Momentum!
Managed SD-WAN Services Momentum! OBS Chooses Fortinet Secure SD-WAN to Expand its Flexible SD-WAN Portfolio Telenor Selects Fortinet to Deliver One of the Nordic Region’s First Secure SD-WAN Services SoftBank Corp. Chooses Fortinet Secure SD-WAN to Accelerate Managed SD-WAN Services Ooredoo Kuwait
Slide 8: Trusted by Service Providers Globally
Fortinet confidential – Please do not share Trusted by Service Providers Globally Services offered today PoC in progress 8
Slide 9: Managed SD-WAN Key Use-Cases
Managed SD-WAN Key Use-Cases • Rapid Fortinet SD-WAN Solution Onboarding Business Agility • Faster End customer onboarding • Open & Extensible Fabric Ecosystem • Enable overlay services agnostic of transport modes (Security & IOT) Secure Hybrid WAN • Strong Multi-tenancy Support • Extend Hyrbid WAN
Slide 10: Business Agility
Business Agility Use Case 1
Slide 11: Use Case1: Business Agility
Use Case1: Business Agility Open & Extensible Networks Speed of Solution Rapid Customer Scaling with Multi- Deployment Onboarding tenant Architecture Rapid Solution & customer onboarding Existing investment protection Automation-driven operations 11
Slide 12: Automation-driven WAN Operations
Automation-driven WAN Operations API is the new CLI Extended Fabric Fabric Fabric Fabric Connector API DevOps Ecosystem API-driven integration Strong DevOps community Multi-tenancy support Connect disparate products Communicate and collaborate Enable isolation while scaling together with APIs at the
Slide 13: Strong MEF partnership enabling Service Provider standards
Strong MEF partnership enabling Service Provider standards Co-defining SD-WAN Standards(MEF 70) Fortinet leading SD-WAN Security Project (MEF 88) Leading SD-WAN Security Project (MEF 88) Award winning Proof of Concepts 13
Slide 14: Orange Business Services Case Study
Orange Business Services Case Study Customer Overview • Global communications solution provider • HQ in Paris, France • 3000+ multinational enterprises worldwide • 400K+ businesses in France Project Overview Key Requirements Solution Deployed • Expanding SD-WAN offering • Integrated security with SD
Slide 15: Secure Hybrid WAN
Secure Hybrid WAN Use Case 2
Slide 16: Managed Services expanding beyond WAN connectivity
Managed Services expanding beyond WAN connectivity Key Goals 87% Security Services • Security Services has developed into a strategic Value add Service 83% Network Analytics • Network Analytics is becoming critical for business forecasting and driving user productivity 75% Cloud Interconnect Service
Slide 17: Extending Services beyond WAN connectivity
Extending Services beyond WAN connectivity Unified Fabric Management Center NGFW SD-WAN NAC Switch Secure Hybrid WAN SD-Branch Services IoT Services Cloud-on-ramp Services Transport independent Flexible security services SD-Branch services Enable overlay services Offer flexible enterprise grade Offe
Slide 18: SD-WAN Service Provider Case Study
SD-WAN Service Provider Case Study Customer Overview • Global communications solution provider • HQ in Oslo, Norway Project Overview Key Requirements Solution Deployed • Building new SD-WAN offering • Integrated security with SD-WAN • Fortinet Secure SD-WAN • Target mid/large market • Support for ad
Slide 19: SD-WAN: Fortinet in Top SD-WAN Vendors
SD-WAN: Fortinet in Top 3 SD-WAN Vendors SD-WAN Grew 110% from 2018 =>2019 CY2018 CY2019 13.1% 23.1% 17.2% $841M 2018 SD-WAN Revenue 28.5% $1.77B 17.2% 3.9% 13.8% 3.0% 2019 SD-WAN Revenue 6.3% 5.0% 11.8% 9.1% 3.6% 4.2% 7.1% 3.2% 5.1% 4.2% 5.7% 6.2% 8.7% $110% YoY SD-WAN Revenue Growth Cisco VMware F
Slide 20: Cloud-Scale Branch
Cloud-Scale Branch Use Case 3
Slide 21: Cloud-Scale Branch
Cloud-Scale Branch Accelerate cloud connectivity Multi-cloud connectivity Edge to Cloud – Accelerated Cloud Connectivity Enable cloud on-ramp for Granular Application focused Adaptive Policies multi-cloud environments API-driven – Open & Extensible policies Applications Cloud on-ramp Colocation User
Slide 22: Gartner's 2019 Magic Quadrant for WAN Edge Infrastructure
Gartner’s 2019 Magic Quadrant for WAN Edge Infrastructure Fortinet recognized as a Challenger with Highest Ability to Execute and Furthest Completeness of Vision in the Challengers quadrant in the 2019 Gartner Magic Quadrant for WAN Edge Infrastructure Gartner Magic Quadrant for WAN Edge Infrastruct
Slide 23: Tata Communications Case Study
Tata Communications Case Study Customer Overview • Global Leading Communication Service Provider • Subsidiary of Tata Communications Transformation Services • HQ in Mumbai, India Project Overview Key Requirements Solution Deployed • Fully managed SD-WAN service offering for • Application steering an
Slide 24: Joint Solution Marketing Model
Joint Solution Marketing Model Internal Sales Training Roadshows Initial Sales Tools Awareness Digital Events Customer Stories Awareness 24
Slide 25: Introducing New Secure SD-WAN Assessment
Introducing New Secure SD-WAN Assessment • Replace Legacy Routers o Fortinet partners help in running this tool o No changes to the network and collect the logs • Purpose: Get Visibility into o Application Usage o Security Posture o Bandwidth Utilization • Outcome: Enable WAN Edge Transformation wit
Slide 26: Multi-Cloud
MPLS Overlay SP Secure SD-WAN Gateway Mobile Workforce IPSec Overlay LAN FW Link Internet Underlay Branch Site A – IPSec Only Multi-Cloud 3 Internet CPE ADVPN Shortcut Tunnel 2 Branch Site B – IPSec w/DIA Svc_1 1 SP PoP(s) CPE Svc_2 Appliance or Virtual Svc_3 Branch Site C – HA, Multiple Overlay MPL
Slide 27: Security Services Pod Components
Security Services Pod Components Security Pod [0] External Components Services Pod [1,n] FortiDDOS IPS ML, DDoS Signatures, DPI FortiCASB SaaS Security FortiGate FortiSandbox Virtual Firewall Advanced Threat Network Security Protection FortiEDR FortiWeb Detection & Secure Web Gateway FortiSIEM Secur
Slide 28: High Level SP Flow
Users High Level SP Flow Multi-Edge Connectivity Points Loc D Loc B Loc A Loc C Pod 0 1 n Pod 0 1 n Pod 0 1 n Pod 0 1 n Proxy Traffic Log Aggregation SIEM & Analytics Syslog/SIEM Offload 28
Slide 29: Management
Secure SD-WAN Full Stack Multi-Tenancy Master • Support for up to 500 tenants Management & Analytics on a single device • Support for 32 VRFs per tenant Provisioning Threat SIEM & Fabric FortiPortal Server Intelligence Analytics Management • Full High Availability support Center • Full multi-tenant
Slide 30: Zero Touch Deployment with FortiCloud
Zero Touch Deployment with FortiCloud Challenge: Deploying security infrastructure at remote locations (with limited on-site expertise) while SP Procurement logs into centrally managing configuration/reporting functions FortiGate Cloud, enters bulk FortiCloud key and Enterprise HQ configures FortiMa
Slide 31: F° RTINET.
F° RTINET.