2026 ZKast #91 - Fortinet COO John Whittle on AI Infrastructure, OT Growth, and "Platformization"
@fortinetrecently dropped a massive Q1 2026 earnings report, silencing the "firewall fatigue" critics with a beat-and-raise quarter. In this episode of the ZKast, Zeus Kerravala (ZK Research) sits down with John Whittle, Chief Operating Officer of Fortinet, to deconstruct the numbers behind their explosive growth. With billings up 31%, product revenue up 41%, and a record $1 billion in free cash flow, Fortinet is proving that the AI era requires more security infrastructure, not less. Key topics discussed in this interview: The AI Impact: How "Shadow AI" and the massive buildup of AI infra…