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  • $PANW just lost >$30B in market cap following its announcement of a major strategy shift. A new strategic approach that's more aggressive (and frankly smarter approach) than $MSFT bundling strategy that we've seen in cybersecurity. This strategy
    $PANW just lost >$30B in market cap following its announcement of a major strategy shift. A new strategic approach that's more aggressive (and frankly smarter approach) than $MSFT bundling strategy that we've seen in cybersecurity.  This strategy
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  • Palo Alto Networks recently became the first $100B cybersecurity company. What is next now? @colegrolmus of Strategy of Security and I are excited to be hosting a webinar next week right after Palo Alto releases their earnings report. This is their
    Palo Alto Networks recently became the first $100B cybersecurity company. What is next now?  @colegrolmus of Strategy of Security and I are excited to be hosting a webinar next week right after Palo Alto releases their earnings report. This is their
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