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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
اجتاحت مواقع التواصل الاجتماعي خلال الأيام الأخيرة حملة شعبية تحت وسم "ماغنصوتش على الأحرار"، دعا من خلالها نشطاء إلى مقاطع.ة التصويت على حزب التجمع الوطني للأحرار في الاستحقاقات المقبلة. ويبرر المشاركون في الحملة الرقمية موقفهم بسبب ما عاشه المغاربة
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 a large federal gov't contract they expected to come through. (More hardware/firewall sales)
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
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 @Canalys $PANW $CHKP $FTNT