observability
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,
CSCO + SPLK - A Financial Engineering Driven Deal (Pt.2)
Summary
* In Part 2 we discuss the implications for arbitrageurs and CSCO investors.
* We scrutinize CSCO's strategic rationale for acquiring SPLK for its data and AI.
* We also review CSCO's rationale for acquiring SPLK as it relates to EDR and observability.
* Lastly, we include some scenario-
CSCO + SPLK - A Financial Engineering Driven Deal (Pt.1)
Summary
* SPLK, an old guard in the SIEM market, commands significant market share. However, its legacy architecture is at risk from emerging cloud-native alternatives.
* On the surface, CSCO's reasons for the acquisition may appear unconvincing. Yet, by enhancing operational efficiency, there's potential for unlocking significant