PANW is the world’s biggest standalone security company, generating $6.1B in revenue, supporting over 80k customers, and wielding a $56B market capitalization.We see great opportunity for Palo Alto Networks in doubling down on cloud and application security, expanding to identity authorization and permissions, and deepening their endpoint protection portfolio. We begin with a history of the company, expand through their core products, and provide commentary on the road ahead as they race to become the world’s first $100B security company.
In this piece, my friend & cybersecurity analyst Francis (subscribe to his Substack here!) and I dissect the rise of Palo Alto Networks (PANW).If you’re curious about security, cloud infrastructure, or AI/ML, join thousands of others and subscribe to my Substack, Rak’s Facts! This is a long one, so please open it outside of your email client. So I thought it was important to peer into the company’s history, understand how it’s managed to innovate over the last 18 years (an eternity, in cyber years!), and explore where it might go next.
Palo Alto Networks is a company I’ve admired for a long time it’s the world’s biggest standalone security company, has an arm in virtually every category of cyber, and is an active acquirer of dozens of pioneering startups.
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