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Palo Alto Networks' platformization and SASE leadership continue to drive robust NGS ARR growth, but competition and slowing ...
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Zacks.com on MSNWill Prisma Access Browser be Key to PANW's SASE Expansion?Palo Alto Networks' SASE ARR surges 36% as Prisma Access Browser drives seat growth and builds a strong nine-figure sales ...
Palo Alto Networks shows stable growth as NGS products thrive, but maturing markets and competition may moderate gains.
Cisco and Palo Alto Networks were singled out for single-vendor SASE platform segment growth during the first quarter of this ...
Palo Alto has spent billions on at least 21 SASE and cybersecurity startups to build its portfolio, ... More outpacing rival Cisco. There’s a catch, though. Platformization may just be a code ...
Additional highlights from the 1Q 2025 SASE and SD-WAN Quarterly Report: Single-vendor SASE solutions: Grew 21 percent Y/Y, ...
Pure-play security service edge specialists Zscaler and Netskope were once again joined by platform behemoth Palo Alto ...
It said that 40% of new SASE customers in the quarter were new to Palo Alto and that its overall SASE customer count grew by 22% to 6,000. Remaining performance obligations (RPO), which is the ...
Wedbush Keeps Palo Alto Networks Outperform Rating After Strong Q3 AI-Driven Results Ives highlighted strong growth across the company's key platforms, including XSIAM (Cortex), SASE (Prisma), and ...
Buyers tire of juggling vendors Bean counters at Dell’Oro Group have added up some numbers and divided by their shoe size and ...
To break out of this reset valuation range, Palo Alto needs to deliver more than revenue and RPO strength. It needs accelerating billings and confidence that platform wins (especially in SASE and ...
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