Super insightful analysis by @DanBartus on $PANW M&A Strategy!Quote 

$CRWD $PANW $S $MSFTQuote 

$OKTA & $S appear like my cyber picks for 2024. 1) $OKTA, I've been talking to CISOs recently who believe there's no better choice than $OKTA (Beyond $MSFT). Also, the latest survey from Lightspeed, surveying 200+ surveys, shows Identity is stil 

Okta acquires a (seed) identity company for $100M. They must be so desperate to acquire a one-year-old company. It feels more like a talent acquisition than anything. The price tag is also quite step IMO.  https://foxdeo.com/Q1Re.tnk

Our November Demand Index: At +9% YoY High intent searches (top-of-funnel proxy) continue to lag overall SaaS industry growth rates Above trend: Communications (due to AI?), Finance + ERP, HR + HCM, Vertical, and Security. Below trend: Yet again,