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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 sma... [More]
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There are two key reasons $PANW is down ~20% (It has nothing to do with overall cyber demand). 1) Billings growth slowdown: This came down to a breakdown in... [More]
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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 hos... [More]
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Network Security vendors are the major pillars in cybersecurity. They absorb a huge chunk of every CIO/CTO budget. Lots of great nuggets of data by @Canaly...
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I was just on a call listening to some of the largest CISOs and execs talk on the state of cybersecurity w/ @nightdragon. It got me thinking about the pros... [More]
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High probability, Crowdstrike should be the next $100B cybersecurity company, by YE 2024. - Full CISO platform play - Endpoint security is still underpene... [More]
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$FTNT results were meh, but the core metric Market was looking for them to turn a corner on billings. The core metric was stabilization in billings (indicat... [More]
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Now @SecurityTrybe blocked me!!! The absolute worst!!
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Super insightful analysis by @DanBartus on $PANW M&A Strategy!Quote
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