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Summary * Not a great quarter, but not a bad one neither. PANW continues to execute and support the underlying long-term thesis. * Wall Street got a little excited about the presentation accompanying the 4Q23 results; however, there was little revealed for those investors that have been following PANW closely. * PANW looks a bit soft in hardware but is offsetting this with solid momentum in SASE, cloud, SecOps, and software firewalls. * At the current price PANW is not a buy for new investo