OKTA (Free) Convequity's 20 Min Podcast EP04: OKTA 06 Mar 2022 Click the following link to listen.https://convequity.larksuite.com/file/boxus0RdJPK3g69v1sZUK4YaUSd
Updates: Palo Alto Networks -From Platformization To AI-Native Security & Observability (Pt.1) Summary * PANW is well positioned for AI but still not treated as an “AI winner,” echoing broader concerns that incumbent SaaS platforms will be disrupted by AI-native challengers. * 1Q26 shows platformization moving from slogan to reality: bigger, longer, multi-product and cross-platform deals, fatter back-end-loaded RPO, and NGS ARR nearing $6bn with a credible path to $20bn by FY30. * The CyberArk acquisition positions PANW at the identity choke point for agentic AI, giving it the primiti 27 min read 13 Dec 2025
14 min read 04 Dec 2024 Updates: Palo Alto Networks 1Q25 - Reacceleration Continues (Pt.2) Summary * PANW's strategic acquisitions and innovative product launches, especially in SASE and cloud security, position it as a leader in the cybersecurity market. * The IBM Qradar acquisition and partnership is a smart deal that enhances PANW's market reach, leveraging IBM's consulting arm to drive
9 min read 02 Dec 2024 Updates: Palo Alto Networks 1Q25 - Reacceleration Continues (Pt.1) Summary * Palo Alto Networks (PANW) faced volatility in 2024 but showcased resilience and strong growth potential through its bold platformization strategy, led by CEO Nikesh Arora. * Despite initial investor concerns, PANW's focus on its platformization strategy and substantial growth in NGS ARR and service revenue positions it for
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