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Scoring SaaS Survival: The VAR-Resistance Scorecard (Pt.3) — Palo Alto Networks
Palo Alto is not just another SaaS name under agentic pressure. Sensors, inline enforcement, and identity keep SecOps hard to absorb — while Mythos, platform breadth, and token economics rewrite the bull and the risks. Part 3 goes deep on PANW alone.
Why Mega Software M&A Often Fail (Pt.2)
Summary
* Part 2 examines common pitfalls in software M&A, including poor planning, execution, and the misalignment between top-down narratives and operational realities.
* It discusses prominent M&A failures like HP-Autonomy, Intel-McAfee, and eBay-Skype to illustrate the consequences of flawed integration and strategic misalignment.
Why Mega Software M&A Often Fail (Pt.1)
Summary
* Software M&A is driven by the need for rapid adaptation but often results in shareholder value decline due to integration challenges and overpaid premiums.
* Acquirers face difficulties with target profiles, including high premiums for mature companies and risky bets on high-growth, unprofitable startups.
* Successful software M&