We came across a bullish thesis on Palo Alto Networks, Inc. on LongYield’s Substack. In this article, we will summarize the bulls’ thesis on PANW. Palo Alto Networks, Inc.’s share was trading at $176.

The market anticipates rapid expansion as enterprises transition toward AI-driven autonomous platforms. This strategic shift addresses critical workforce shortages and escalating cyber liabilities, ...

Palo Alto Networks PANW is seeing steady growth in its next-generation security (NGS) business, where the company’s platformization strategy plays a key role. The platformization strategy involves ...

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) is tightening its grip on the artificial intelligence-era cybersecurity landscape as customers consolidate spending around its platform and the company pushes ...

The cybersecurity company's stock has lagged the S&P 500 this year, and that underperformance could continue after its latest results Palo Alto Networks says its "platformization" strategy is paying ...

Independent Software Vendors (ISVs) have long been the architects of enterprise technology. Their products digitized business functions, automated processes and delivered structured workflows that ...

CISOs should study ERP challenges and best practices to pursue a successful transition from security point tools to integrated platforms. Research studies indicate that the average enterprise has ...

In our first piece, we drew parallels between Microsoft’s transformation from a perpetual software company into a cloud powerhouse. Microsoft’s pivot had less to do with competing against rising ...

OpenAI on Thursday announced it has acquired Software Applications Incorporated, a small company that developed a Mac product called Sky. All employees from Software Applications will join OpenAI.

Inventory software should keep multi-location stock accurate, automate reorders, flag exceptions, and plug cleanly into your POS/ecommerce, accounting, and 3PL tools. Use this guide to match the right ...

“Platformization” eventually comes to every high-profile IT space as the number of tools and amount of complexity increases. Companies want to build platforms because they generate profits, and ...