Post #1686024: There are two key reasons $PANW is down ~20% (I…
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)). They mentioned this headwind…Show more

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)). They mentioned this headwind…Show more

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