Palo Alto Networks, PANW

In its fiscal 2024 first quarter, which ended Oct. 31, annual recurring revenue from the next-generation security segment ...
DiFucci highlighted that Palo Alto Networks has recorded five consecutive quarters of declining new annual recurring revenue ...
After a staggering five-year rally, Palo Alto faces slowing growth and mounting doubts about its premium valuation.
Palo Alto Networks aims to dominate the SIEM market, targeting a $15 billion ARR and becoming a top 3 player in 24 months.