Updates: Palo Alto Networks 1Q25 - Reacceleration Continues (Pt.2)
Summary
* PANW's strategic acquisitions and innovative product launches, especially in
SecOps
Updates: PANW 2Q24 - The New Platformization Play And Its Impact On Competitors
Summary
* Following the 2Q24 call, PANW gapped down ~26%. Unlike other gap
Updates: PANW 4Q23 (Audio)
Summary
* Not a great quarter, but not a bad one neither. PANW
Convequity Cybersecurity Taxonomy - Jun 2023 (Pt.1)
Updates: PANW 3Q23
Cybersecurity Review 2023
Updates - SentinelOne 3Q23
Summary
* Even amid deteriorating macro conditions, S’ business is proving highly scalable
Updates - Palo Alto Networks 1Q23
Summary
* Despite marginal signs of macro headwinds, PANW remains resilient, delivering a