谢青称SASE防火墙市场增速约16%，Fortinet增速接近其两倍。
我们认为总可触达市场当前增速约16%，而我们将继续增长得更快，上季度几乎是市场增速的两倍。原文 (en)
we believe the total addressable market will grow about 16% in the current market growth rate. and we continue to grow faster. And last quarter, actually, we doubled -- almost doubled the market growth rate.
谢青认为网络安全是AI安全的关键基础，防火墙是集中式在线执行点。
我们认为网络安全是AI安全最关键的基础，防火墙是企业、运营技术和混合云环境中集中的在线执行点。原文 (en)
We believe that network security is the most critical foundation of AI security with the firewall serving as a centralized point of in-line enforcement across enterprise, operation technology and hybrid cloud environment.
谢青称Fortinet的FortiOS统一架构是独特竞争优势，使其成为增长最快的SASE防火墙厂商。
我们是业内唯一将所有关键SASE防火墙和AI安全组件构建到单一统一操作系统FortiOS中的厂商。原文 (en)
we are the only vendor in the industry to build all the key SASE Firewall and AI Security components into a single and unified operation system, FortiOS.
谢青称本地主权SASE使Fortinet的可触达市场比纯云对手大2到3倍。
我们也是唯一同时提供易部署的本地主权SASE方案和云SASE的厂商，我们相信这使我们的可触达市场比纯云竞争对手大2到3倍。原文 (en)
We are also the only vendor offering an easily deployable on-premise sovereign SASE solution alongside cloud SASE, which we believe give us an addressable market 2 to 3x larger than the cloud-only competitors.
谢青认为当前AI驱动的安全支出周期比疫情后更大，且未见需求放缓。
我个人认同这一轮周期比五六年前更大。当时是远程办公驱动，现在是AI建设大量基础设施，同时AI安全成为更大的关切，也推高了需求。原文 (en)
I do feel these times are bigger than like 5, 6 years ago. And also now times more kind of work from -- remotely from home drive to some kind of supply chain, but now it's kind of AI built a lot of infrastructure kind of things there. But it's -- on the other side, AI also drive up the demand because now most recently, the AI security become a bigger concern
谢青表示受元器件成本推动的涨价已趋稳，但前景难以预测，交付周期变长。
我认为价格大概已经稳定，但还没有改善。与第一、二季度相比涨价放缓，第三季度趋于稳定，仍在缓慢上涨，但很难预测未来。原文 (en)
I'd say the price probably stabilized, but not improved yet. I think the price increase kind of slowed down compared to the first -- Q1, Q2, Q3 kind of stabilized, but kind of not improving yet, still kind of slowly increase, but it's difficult to forecast going forward.