PANW's Platform Strategy Builds Momentum: Can it Hit $15B ARR Target?
Key Takeaways Palo Alto Networks' NGS ARR reached 20M NGS ARR grew nearly 80%, while 10M spenders rose about 50%.Big wins include 60M, and $33M platform deals spanning AI, cloud, and network security.Palo Alto Networks (PANW) is witnessing strong momentum with its platformization strategy, which involves getting customers to adopt multiple Palo Alto Networks’ products spanning across network, cloud, and security o ...