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The platformization pivot: Analyzing Palo Alto Networks’ Q2 2026 results and the AI frontier
Taking a lot at Palo Alto Networks' Q2 2026 results, the $25B CyberArk deal, and its shift to an AI-first security platform.
The stock is trading down about 25% over the past year.
Monday - Friday, 6:00 - 7:00 PM ET After Palo Alto Networks reported an earnings beat on Monday, CEO Nikesh Arora told CNBC's Jim Cramer about his company's "platformization" strategy, saying it's ...
Palo Alto Networks (NASDAQ:PANW) reported what executives described as a “strong” fiscal second quarter of 2026, citing broad ...
Technology, communications and the workforce have evolved a lot over the past few decades. When I started my career, many CISOs were focused on securing their campuses and data centers with physical ...
Palo Alto Networks' "platformization" strategy in the earnings spotlight. Investors are looking for updates on Palo Alto’s NGS ARR and AI ARR. The market’s back, and these 3 income stocks are thriving ...
Palo Alto Networks PANW is gaining strong traction with its platformization strategy, which involves getting customers to adopt multiple PANW products across network, cloud, and security operations.
Palo Alto Network shares surged on Tuesday after the company reported better-than-expected quarterly results. Analysts who raised their price targets for the stock said the cybersecurity company's ...
PANW's platformization strategy has delivered the new growth opportunity as intended, thanks to the free extended rollout period. These have already been accretive to its top/ bottom-lines and ...
State and local governments are firmly in the crosshairs of bad actors. From ransomware shutting down schools to sophisticated phishing campaigns targeting public employees, the attacks are relentless ...
Palo Alto Networks Inc (NASDAQ:PANW) reported financial results for the first quarter of fiscal 2025 after the bell on Wednesday. Here’s a look at the key details from the quarter. Q1 Earnings: Palo ...
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