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Why Palo Alto Networks Just Spent Billions (PANW Analysis)
Is it time to look past the AI bubble and focus on the infrastructure actually securing it? Today, we’re pivoting to a top secular growth trend: Cybersecurity.<br>With the industry projected to grow 12% annually and hit $215 billion in spending by 2025, Palo Alto Networks (PANW) is making aggressive moves to dominate the landscape. We discuss their M&A strategy—including the purchase of Chronosphere and the pending CyberArk deal—and what this means for their entry into the cloud observability market against competitors like Datadog and Dynatrace.<br>In this video, we cover:<br>-- AI-Native…
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