Updates: PANW 4Q23 (Audio)
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
